Insights

Small firm growth Newman & Associates operates with a lean team (0-1 employees), suggesting a potential need for scalable back-office support, cloud-based collaboration tools, and outsourced bookkeeping to handle increasing client load as revenue grows.

Niche real estate focus Specializing in real estate, senior housing, and property management creates opportunities to offer industry-specific services such as real estate tax planning, cost segregation studies, occupancy forecasting, and rental portfolio analytics.

Tech-forward operations Adoption of cloud and digital tools (Google Cloud, WordPress, Microsoft 365, Yoast, and analytics via Trustpilot) indicates openness to efficiency upgrades, cybersecurity services, marketing automation, and client portal implementations.

Revenue scale potential With annual revenue in the $10M–$25M range yet a near-zero staff count, there is a strong case for bundled advisory, scalable payroll and tax services, ERP/financial system integrations, and process optimization engagements.

Competitive landscape Positioned among large multi-office firms by revenue, Newman & Associates could benefit from strategic partnerships or white-label services, targeted onboarding programs for niche clients, and differentiated value propositions such as real estate industry benchmarks and planning insights.

Similar companies to Newman & Associates

Newman & Associates Tech Stack

Newman & Associates uses 8 technology products and services including Google AdSense, Amazon Web Services, WordPress, and more. Explore Newman & Associates's tech stack below.

Newman & Associates's Email Address Formats

Newman & Associates uses at least 1 email format:
Newman & Associates Email FormatsExamplePercentage
First@jnewmancpa.comJohn@jnewmancpa.com
100%

Frequently Asked Questions

What is Newman & Associates's official website and social media links?

Minus sign iconPlus sign icon
Newman & Associates's official website is jnewmancpa.com and has social profiles on LinkedIn.

How much revenue does Newman & Associates generate?

Minus sign iconPlus sign icon
As of July 2026, Newman & Associates's annual revenue is estimated to be $10M - $25M.

What is Newman & Associates's SIC code and NAICS code?

Minus sign iconPlus sign icon
Newman & Associates'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 Newman & Associates have currently?

Minus sign iconPlus sign icon
As of July 2026, Newman & Associates has approximately 1 employees across 1 continents, including North America. Key team members include Independent Sales Representative: J. N. and Staff Auditor: C. G. Explore Newman & Associates's employee directory with LeadIQ.

What industry does Newman & Associates belong to?

Minus sign iconPlus sign icon
Newman & Associates operates in the Accounting industry.

What technology does Newman & Associates use?

Minus sign iconPlus sign icon
Newman & Associates's tech stack includes Google AdSense, Amazon Web Services, WordPress, Funding Choices, Microsoft 365, Trustpilot, PHP and Yoast SEO.

What is Newman & Associates's email format?

Minus sign iconPlus sign icon
Newman & Associates's email format typically follows the pattern of First@jnewmancpa.com. Find more Newman & Associates email formats with LeadIQ.
Newman & Associates logo

Newman & Associates

AccountingCalifornia, United States0-1 Employees

Newman & Associates is a small accounting practice based in Carlsbad, California, offering services that encompass accounting, bookkeeping, tax, audit, and budget planning with an emphasis on cash flow management. The firm serves small businesses, including niches such as real estate ventures, senior and retirement housing, and property management, addressing their need for reliable financial administration and strategic planning. Operating within the accounting industry, it positions itself as a practitioner-focused firm capable of supporting financially complex, yet modestly sized, client operations. The company is registered at 6965 el Camino Real, Suite 105-122, and maintains an online presence at its website. While the team size is minimal, the firm appears to concentrate on tailored financial services for its targeted sectors and locations in California.

Section iconCompany Overview

SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
0-1

Section iconFunding & Financials

  • $10M - $25M

    Newman & Associates's revenue is estimated to be in the range of $10M - $25M

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.