Insights

Acquisition signal Moxie Bookkeeping was acquired by Sum of All Numbers, Inc as of June 1st, 2023. This ownership change may open cross-sell opportunities to Sum of All Numbers’ client base and potential for expanded services.

Scale opportunity Current team size is small (2-10 employees) but in the accounting space, suggesting potential for upsell to scalable cloud-based bookkeeping, strategic financial reporting, and Profit First cash flow services as the client grows.

Tech stack Active use of modern cloud and fintech tools (QuickBooks Online, Xero, Stripe, Shopify, Google Workspace, Calendly, WordPress) presents common integration points for advanced automation, analytics, and finance operations optimization.

Revenue target Revenue is under one million, indicating opportunity to introduce premium advisory, fractional CFO services, and profitability optimization offerings to drive larger annual recurring value.

Industry fit Specialization in Profit First methodology and small-business clarity positions the company well to target fast-growing SMBs seeking cash-flow discipline and scalable financial reporting as a value proposition.

Similar companies to Moxie Bookkeeping & Coaching Inc

Moxie Bookkeeping & Coaching Inc Tech Stack

Moxie Bookkeeping & Coaching Inc uses 8 technology products and services including Quickbooks Online, Xero, Calendly, and more. Explore Moxie Bookkeeping & Coaching Inc's tech stack below.

Moxie Bookkeeping & Coaching Inc's Email Address Formats

Moxie Bookkeeping & Coaching Inc uses at least 1 email format:
Moxie Bookkeeping & Coaching Inc Email FormatsExamplePercentage
First@moxiebookkeeping.comJohn@moxiebookkeeping.com
100%

Frequently Asked Questions

What is Moxie Bookkeeping & Coaching Inc's phone number?

Minus sign iconPlus sign icon
You can contact Moxie Bookkeeping & Coaching Inc'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 Moxie Bookkeeping & Coaching Inc's official website and social media links?

Minus sign iconPlus sign icon
Moxie Bookkeeping & Coaching Inc's official website is moxiebookkeeping.com and has social profiles on LinkedIn.

How much revenue does Moxie Bookkeeping & Coaching Inc generate?

Minus sign iconPlus sign icon
As of September 2026, Moxie Bookkeeping & Coaching Inc's annual revenue is estimated to be <$1M.

What is Moxie Bookkeeping & Coaching Inc's SIC code and NAICS code?

Minus sign iconPlus sign icon
Moxie Bookkeeping & Coaching Inc'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 Moxie Bookkeeping & Coaching Inc have currently?

Minus sign iconPlus sign icon
As of September 2026, Moxie Bookkeeping & Coaching Inc has approximately 4 employees across 1 continents, including North America. Key team members include Office Manager: T. K. Explore Moxie Bookkeeping & Coaching Inc's employee directory with LeadIQ.

What industry does Moxie Bookkeeping & Coaching Inc belong to?

Minus sign iconPlus sign icon
Moxie Bookkeeping & Coaching Inc operates in the Accounting industry.

What technology does Moxie Bookkeeping & Coaching Inc use?

Minus sign iconPlus sign icon
Moxie Bookkeeping & Coaching Inc's tech stack includes Quickbooks Online, Xero, Calendly, WordPress, Shopify, Google Workspace, Stripe and Akismet.

What is Moxie Bookkeeping & Coaching Inc's email format?

Minus sign iconPlus sign icon
Moxie Bookkeeping & Coaching Inc's email format typically follows the pattern of First@moxiebookkeeping.com. Find more Moxie Bookkeeping & Coaching Inc email formats with LeadIQ.

When was Moxie Bookkeeping & Coaching Inc founded?

Minus sign iconPlus sign icon
Moxie Bookkeeping & Coaching Inc was founded in 2003.
Moxie Bookkeeping & Coaching Inc logo

Moxie Bookkeeping & Coaching Inc

AccountingNew York, United States2-10 Employees

Moxie Bookkeeping & Coaching Inc operates in the accounting sector, offering services centered on providing clarity and control over small business finances. The company emphasizes delivering accurate books and actionable reports through the Profit First framework, aiming to help business owners understand their finances and avoid common pitfalls such as missed opportunities, overpayments, or cash shortfalls. Its approach focuses on clarity and simplicity, reducing reliance on complex spreadsheets so clients can concentrate on their core business activities. Based in Brooklyn, New York, Moxie serves small businesses and is positioned to address financial uncertainty that can hinder goal achievement.

In the market for bookkeeping and related financial coaching, Moxie targets entrepreneurs seeking practical financial insight and structured financial processes. The firm’s model centers on turning financial data into clear, at-a-glance information that supports strategic decision-making. The company is located in New York City and operates with a small team, aligning with its emphasis on focused, client-specific guidance. A recent development noted is the acquisition of Moxie by Sum of All Numbers, effective June 1st of the year referenced in the news.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2003
Employees
2-10

Section iconFunding & Financials

  • <$1M

    Moxie Bookkeeping & Coaching Inc's revenue is estimated to be in the range of <$1M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.