Insights

Small Biz CFO Target Masler & Associates as a premium outsourced CFO/Controller service for small businesses and medical practices that need strategic financial leadership without hiring full-time staff, given their stated goal of being a one-stop financial solution.

Niche Focus Leverage their Irvine, Orange County footprint to tailor outbound efforts toward local small businesses and medical practitioners seeking compliant, confidential, and organized financial support in a trusted regional CPA firm.

Tech Enablement Highlight opportunities to modernize client operations using their existing tech stack (WordPress, MySQL, YouTube, RSS) by offering data integration, KPI dashboards, and digital client onboarding to scale advisory services.

Revenue Growth With reported annual revenue in the mid seven figures and a lean team, position services such as advisory, tax planning, and cash-flow optimization to cross-sell to current clients and upsell to nearby small businesses seeking measurable financial improvements.

Competitive Position Differentiate from large firms by emphasizing personalized, confidential, prompt service and a CFO/Controller equivalent model for SMBs, presenting Masler & Associates as a cost-effective alternative to firms like PwC or Deloitte for local clients.

Masler and Associates, Certified Public Accountant Tech Stack

Masler and Associates, Certified Public Accountant uses 8 technology products and services including Microsoft Advertising, RSS, WordPress, and more. Explore Masler and Associates, Certified Public Accountant's tech stack below.

Microsoft Advertising

Advertising

RSS

Content Management System

WordPress

Content Management System

MySQL

Database

Riot

Javascript Frameworks

Modernizr

Javascript Libraries

reCAPTCHA

Security

YouTube

Video Players

Masler and Associates, Certified Public Accountant Email Formats	Example	Percentage
First@maslercpa.com	John@maslercpa.com	100%

Masler and Associates, Certified Public Accountant Email Formats

Example

Percentage

First@maslercpa.com

John@maslercpa.com

100%

Frequently Asked Questions

What is Masler and Associates, Certified Public Accountant's phone number?

You can contact Masler and Associates, Certified Public Accountant's main corporate office by phone at

+1-949-857-****

. 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 Masler and Associates, Certified Public Accountant's official website and social media links?

Masler and Associates, Certified Public Accountant's official website is maslercpa.com and has social profiles on LinkedIn.

How much revenue does Masler and Associates, Certified Public Accountant generate?

As of August 2026, Masler and Associates, Certified Public Accountant's annual revenue is estimated to be $1M - $10M.

What is Masler and Associates, Certified Public Accountant's SIC code and NAICS code?

Masler and Associates, Certified Public Accountant's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 52 - Finance and Insurance.

How many employees does Masler and Associates, Certified Public Accountant have currently?

As of August 2026, Masler and Associates, Certified Public Accountant has approximately 3 employees across 2 continents, including North America and Africa. Key team members include Partner: C. A. A. and Audit Assistant: S. K. Explore Masler and Associates, Certified Public Accountant's employee directory with LeadIQ.

What industry does Masler and Associates, Certified Public Accountant belong to?

Masler and Associates, Certified Public Accountant operates in the Financial Services industry.

What technology does Masler and Associates, Certified Public Accountant use?

Masler and Associates, Certified Public Accountant's tech stack includes Microsoft Advertising, RSS, WordPress, MySQL, Riot, Modernizr, reCAPTCHA and YouTube.

What is Masler and Associates, Certified Public Accountant's email format?

Masler and Associates, Certified Public Accountant's email format typically follows the pattern of First@maslercpa.com. Find more Masler and Associates, Certified Public Accountant email formats with LeadIQ.

Masler and Associates, Certified Public Accountant

Q: What is Masler and Associates, Certified Public Accountant's NAICS code?

Masler and Associates, Certified Public Accountant's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States2-10 Employees

Masler & Associates is a small CPA firm based in Irvine, Orange County, offering a broad spectrum of financial services. Its client base includes small businesses, medical practices, and individuals, supported by an experienced staff and a network of associates. The firm emphasizes handling client financial matters in a professional, confidential, prompt, and organized manner.

It provides integrated financial guidance that serves as a practical substitute for a full-time CFO or controller, delivering essential strategic and operational insight without the expense of hiring dedicated staff. For its small-business and medical clients, this means coordinated financial stewardship and representation through a single firm, reducing the need to consult multiple sources.

Insights

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