Insights

Niche Firm Advantage Boutique accounting practice led by a seasoned CPA with over 25 years of experience, offering tailored services from CFO leadership to estate planning. Ideal for SMBs seeking personalized, high-touch financial guidance rather than one-size-fits-all solutions.

High Value Services Comprehensive service mix including CFO services, tax planning, bookkeeping, financial statement preparation, and business consulting. Cross-sell opportunities to clients needing end-to-end financial management and strategic planning.

Tech-Enabled Delivery Visible use of modern web technology and platforms (WordPress, Elementor, WooCommerce, etc.) signals potential for digital-first engagement, client portals, and scalable remote accounting solutions suitable for startups and remote teams.

Proactive Partnership Emphasis on proactive empowerment and ongoing partnership presents openings for retainer-based engagements, ongoing advisory retainers, and bundled services that lock in longer client relationships.

Growth Opportunity Small team size with broad service capabilities positions Kristina Helferty, CPA as a cost-effective alternative to large firms for mid-market clients in need of big-firm resources with a personal touch; target sectors include professional services, construction, and healthcare where financial leadership is valued.

Similar companies to Kristina Helferty, CPA

Kristina Helferty, CPA Tech Stack

Kristina Helferty, CPA uses 8 technology products and services including WordPress, Open Graph, oEmbed, and more. Explore Kristina Helferty, CPA's tech stack below.

  • WordPress
    Content Management System
  • Open Graph
    Content Management System
  • oEmbed
    Dev Tools
  • WooCommerce
    E-commerce
  • Google Fonts API
    Font Scripts
  • Underscore.js
    Javascript Libraries
  • Slick
    Javascript Libraries
  • Elementor
    Page Builders

Kristina Helferty, CPA's Email Address Formats

Kristina Helferty, CPA uses at least 1 format(s):
Kristina Helferty, CPA Email FormatsExamplePercentage
First@helfertycpa.comJohn@helfertycpa.com
100%

Frequently Asked Questions

Where is Kristina Helferty, CPA's headquarters located?

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Kristina Helferty, CPA's main headquarters is located at 2715 Cypress Drive Clearwater, Florida 33763 United States. The company has employees across 1 continents, including North America.

What is Kristina Helferty, CPA's phone number?

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You can contact Kristina Helferty, CPA's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Kristina Helferty, CPA's official website and social media links?

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Kristina Helferty, CPA's official website is helfertycpa.com and has social profiles on LinkedIn.

How much revenue does Kristina Helferty, CPA generate?

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As of March 2026, Kristina Helferty, CPA's annual revenue is estimated to be <$1M.

What is Kristina Helferty, CPA's SIC code NAICS code?

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Kristina Helferty, CPA's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Kristina Helferty, CPA have currently?

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As of March 2026, Kristina Helferty, CPA has approximately 1 employees across 1 continents, including North America. Key team members include Managing Partner: K. D. H.Owner: M. G.Office Manager: B. S.. Explore Kristina Helferty, CPA's employee directory with LeadIQ.

What industry does Kristina Helferty, CPA belong to?

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Kristina Helferty, CPA operates in the Accounting industry.

What technology does Kristina Helferty, CPA use?

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Kristina Helferty, CPA's tech stack includes WordPressOpen GraphoEmbedWooCommerceGoogle Fonts APIUnderscore.jsSlickElementor.

What is Kristina Helferty, CPA's email format?

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Kristina Helferty, CPA's email format typically follows the pattern of First@helfertycpa.com. Find more Kristina Helferty, CPA email formats with LeadIQ.

When was Kristina Helferty, CPA founded?

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Kristina Helferty, CPA was founded in 2015.
Kristina Helferty, CPA logo

Kristina Helferty, CPA

AccountingFlorida, United States0-1 Employees

Kristina Helferty, CPA is an accounting practice based in Clearwater, Florida, offering a range of services designed to support financial management and planning for individuals and businesses. The firm provides core accounting and bookkeeping, tax planning and preparation, financial statement services, and business consulting, as well as strategic CFO services and estate planning to help clients align financial operations with long-term goals. With more than 25 years of experience, the practice emphasizes proactive client empowerment and ongoing partnership, aiming to deliver customized solutions that reflect each client’s unique needs across various industries. The company positions itself as combining the resources of a larger firm with the personal attention of a smaller practice, serving as a stable, ongoing financial partner for its clients. Located in Clearwater, the firm presents itself as a locally based accounting provider focused on delivering clear, actionable financial guidance and narratives for stakeholders.

Section iconCompany Overview

Headquarters
2715 Cypress Drive Clearwater, Florida 33763 United States
Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2015
Employees
0-1

Section iconFunding & Financials

  • <$1M

    Kristina Helferty, CPA's revenue is estimated to be in the range of <$1M

Section iconFunding & Financials

  • <$1M

    Kristina Helferty, CPA's revenue is estimated to be in the range of <$1M

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