Insights

Acquisition by Sum Moxie was acquired by Sum of All Numbers on June 1, 2023, creating an opportunity to cross sell services into the buyer's client base and align offerings like bookkeeping, profitability coaching, and reporting across the portfolio.

Profit First Edge The firm relies on the Profit First system to deliver accurate books and actionable reports. This creates upsell opportunities for Profit First coaching, cash flow optimization, and tax planning services to small businesses.

SMB Growth Potential With a small team of two to ten people and a scalable service model, there is room to offer fractional CFO, monthly accounting retainers, and onboarding programs to growing small businesses seeking reliable financial operations.

Differentiation Advantage Position the firm as a Profit First oriented service with executive dashboards that translate numbers into decisions, appealing to CEOs who want clear insights without spreadsheet chaos.

Local and Digital Based in Brooklyn with a digital friendly web presence, the company can target local New York City SMBs while delivering remote services to expand into a broader tri state market.

Moxie Bookkeeping & Coaching Inc Tech Stack

Moxie Bookkeeping & Coaching Inc uses 8 technology products and services including RSS, Element UI, Microsoft, and more. Explore Moxie Bookkeeping & Coaching Inc's tech stack below.

  • RSS
    Content Management System
  • Element UI
    Javascript Frameworks
  • Microsoft
    Miscellaneous
  • Stripe
    Payment Processing
  • Bluehost
    Web Hosting
  • Akismet
    Web Platform Extensions
  • Popup Maker
    Web Platform Extensions
  • Apache HTTP Server
    Web Servers

Moxie Bookkeeping & Coaching Inc's Email Address Formats

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

Frequently Asked Questions

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

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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?

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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?

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As of August 2026, Moxie Bookkeeping & Coaching Inc's annual revenue is estimated to be <$1M.

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

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Moxie Bookkeeping & Coaching Inc'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 Moxie Bookkeeping & Coaching Inc have currently?

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As of August 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?

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Moxie Bookkeeping & Coaching Inc operates in the Accounting industry.

What technology does Moxie Bookkeeping & Coaching Inc use?

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Moxie Bookkeeping & Coaching Inc's tech stack includes RSSElement UIMicrosoftStripeBluehostAkismetPopup MakerApache HTTP Server.

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

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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?

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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

Section iconFunding & Financials

  • <$1M

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

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