Insights

Small firm reach Target growth-minded small businesses in the Poughkeepsie to NYC metro area that need cost-efficient accounting, tax planning, and QuickBooks optimization services as they scale, leveraging Leona H. Chan, CPA P.C.’s local focus and Advanced QuickBooks ProAdvisor credentials.

Tech-enabled services Position as a tech-savvy CPA offering tailored QuickBooks setups across multiple platforms (QB Online, QB Desktop/Enterprise, POS) to improve clients’ financial visibility, automate bookkeeping, and integrate with cloud infrastructure already used by potential clients.

Boutique value Emphasize personalized, high-touch service combined with professional expertise to attract individuals and small businesses seeking trusted financial leadership, advisory, and sustainable long-term planning.

Expansion opportunities Leverage geographic reach into Manhattan and surrounding towns to cross-sell tax planning, entity selection, and business consulting to startups, family-owned businesses, and service firms that require compliant, scalable accounting solutions.

Revenue growth signals With annual revenue in the $1M–$10M band and a lean team, pursue upsell of bundled services, QuickBooks optimization engagements, and ongoing bookkeeping retainer models to stabilize cash flow and grow wallet share among existing clients.

Similar companies to Leona H. Chan, CPA P.C.

Leona H. Chan, CPA P.C. Tech Stack

Leona H. Chan, CPA P.C. uses 8 technology products and services including Google AdSense, Amazon Web Services, Akamai, and more. Explore Leona H. Chan, CPA P.C.'s tech stack below.

  • Advertising
  • Cloud Hosting
  • Akamai
    Content Delivery Network
  • Content Management System
  • Customer Relationship Management
  • Amazon Route 53
    Domain Name Services
  • jQuery Migrate
    Javascript Libraries
  • Apache
    Web Servers

Leona H. Chan, CPA P.C.'s Email Address Formats

Leona H. Chan, CPA P.C. uses at least 1 email format:
Leona H. Chan, CPA P.C. Email FormatsExamplePercentage
First.Last@lhc-cpa.comJohn.Doe@lhc-cpa.com
100%

Frequently Asked Questions

What is Leona H. Chan, CPA P.C.'s phone number?

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You can contact Leona H. Chan, CPA P.C.'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 Leona H. Chan, CPA P.C.'s official website and social media links?

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Leona H. Chan, CPA P.C.'s official website is lhc-cpa.com and has social profiles on LinkedIn.

How much revenue does Leona H. Chan, CPA P.C. generate?

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As of August 2026, Leona H. Chan, CPA P.C.'s annual revenue is estimated to be $1M - $10M.

What is Leona H. Chan, CPA P.C.'s SIC code and NAICS code?

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Leona H. Chan, CPA P.C.'s SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Leona H. Chan, CPA P.C. have currently?

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As of August 2026, Leona H. Chan, CPA P.C. has approximately 3 employees across 1 continents, including North America. Key team members include Accountant/Bookkeeper: M. D. C., Certified Public Accountant: L. H. C. and Certified Public Accountant: L. C. Explore Leona H. Chan, CPA P.C.'s employee directory with LeadIQ.

What industry does Leona H. Chan, CPA P.C. belong to?

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Leona H. Chan, CPA P.C. operates in the Accounting industry.

What technology does Leona H. Chan, CPA P.C. use?

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Leona H. Chan, CPA P.C.'s tech stack includes Google AdSense, Amazon Web Services, Akamai, WordPress, Zoho, Amazon Route 53, jQuery Migrate and Apache.

What is Leona H. Chan, CPA P.C.'s email format?

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Leona H. Chan, CPA P.C.'s email format typically follows the pattern of First.Last@lhc-cpa.com. Find more Leona H. Chan, CPA P.C. email formats with LeadIQ.

When was Leona H. Chan, CPA P.C. founded?

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Leona H. Chan, CPA P.C. was founded in 2010.
Leona H. Chan, CPA P.C. logo

Leona H. Chan, CPA P.C.

AccountingNew York, United States2-10 Employees

Leona H. Chan, CPA P.C. is a small accounting firm offering a full spectrum of accounting, tax, and consulting services. Its core offerings include accounting and bookkeeping, tax planning and preparation, QuickBooks support, and assistance with entity selection, incorporation, and business consulting. Located in Hopewell Junction, New York, the firm serves individuals and small businesses across the Poughkeepsie and New York City area, including Beacon, Fishkill, Carmel, Kingston, Brewster, Danbury (CT), and Manhattan. 

The firm holds Advanced Certified QuickBooks ProAdvisor credentials, enabling it to tailor QuickBooks to a business's specific needs. It positions itself as a provider of financial leadership and guidance intended to help clients grow and succeed.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2010
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Leona H. Chan, CPA P.C.'s revenue is estimated to be in the range of $1M - $10M

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