Insights

Integrated Financial Services Monocacy Financial offers a combined suite of tax, accounting, wealth management, financial planning, and insurance services through its three brands, presenting opportunities for cross-sell to existing clients across individuals and small businesses.

SMB Financial Needs With a focus on individuals and small businesses and a team size of 11-50, target outreach to SMBs for bookkeeping, tax planning, payroll, retirement planning, and risk management services to expand wallet share.

Growth Through Advisory Revenue range of 10M to 25M indicates established operations with potential for premium advisory services, including enhanced wealth management and insurance solutions to deepen client relationships.

Digital Presence Utilizes modern tech stack (AWS, Netlify, Google Analytics, Tag Manager) and accessibility tools (AudioEye), suggesting readiness for digital marketing campaigns, lead generation, and client portals to improve engagement.

Cross-Sell Potential Three-brand structure (Monocacy CPAs & Advisors, Monocacy Wealth Management, Monocacy Insurance Group) creates natural cross-sell opportunities across tax, accounting, financial planning, and insurance to boost client lifetime value.

Similar companies to Monocacy Financial Group

Monocacy Financial Group Tech Stack

Monocacy Financial Group uses 8 technology products and services including AudioEye, Amazon Web Services, JSON-LD, and more. Explore Monocacy Financial Group's tech stack below.

  • Accessibility
  • Cloud Hosting
  • JSON-LD
    Javascript Frameworks
  • Platform As A Service
  • Google Tag Manager
    Tag Management
  • Bootstrap
    UI Frameworks
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics

Monocacy Financial Group's Email Address Formats

Monocacy Financial Group uses at least 3 email formats:
Monocacy Financial Group Email FormatsExamplePercentage
FirstL@faragallaandassociates.comJohnD@faragallaandassociates.com
67%
First@faragallaandassociates.comJohn@faragallaandassociates.com
28%
FiLast@faragallaandassociates.comJoDoe@faragallaandassociates.com
5%

Frequently Asked Questions

What is Monocacy Financial Group's phone number?

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You can contact Monocacy Financial Group'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 Monocacy Financial Group's official website and social media links?

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Monocacy Financial Group's official website is monocacycpa.com and has social profiles on LinkedIn.

How much revenue does Monocacy Financial Group generate?

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As of August 2026, Monocacy Financial Group's annual revenue is estimated to be $10M - $25M.

What is Monocacy Financial Group's NAICS code?

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Monocacy Financial Group's NAICS code is 52 - Finance and Insurance.

How many employees does Monocacy Financial Group have currently?

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As of August 2026, Monocacy Financial Group has approximately 21 employees across 3 continents, including North America, Africa and Asia. Key team members include Manager: K. C., Bookkeeper: P. S. and Tax Partner: S. B. C. M. Explore Monocacy Financial Group's employee directory with LeadIQ.

What industry does Monocacy Financial Group belong to?

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Monocacy Financial Group operates in the Financial Services industry.

What technology does Monocacy Financial Group use?

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Monocacy Financial Group's tech stack includes AudioEye, Amazon Web Services, JSON-LD, Netlify, Google Tag Manager, Bootstrap, X-Content-Type-Options and Google Analytics.

What is Monocacy Financial Group's email format?

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Monocacy Financial Group's email format typically follows the pattern of FirstL@faragallaandassociates.com. Find more Monocacy Financial Group email formats with LeadIQ.

When was Monocacy Financial Group founded?

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Monocacy Financial Group was founded in 2002.
Monocacy Financial Group logo

Monocacy Financial Group

Financial ServicesMaryland, United States11-50 Employees

Monocacy CPAs & Advisors operates in the accounting industry, providing financial services to individuals and small businesses. The firm offers accounting and tax services, along with personal financial planning, management consulting, and training on accounting software. It is based in Frederick, Maryland, at 9099 Ridgefield Drive, Suite 204, and has a staffing range of 11 to 50 employees. The company reports annual revenue in the range of $10 million to $25 million. More information is available on its website at monocacycpa.com.

Section iconCompany Overview

Phone number
NAICS Code
52 - Finance and Insurance
Founded
2002
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Monocacy Financial Group's revenue is estimated to be in the range of $10M - $25M

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