Insights

Small Firm Target A Dallas-based CPA firm with a lean team (2-10 employees) presents an opportunity to upsell scalable cloud-based accounting, tax, and advisory solutions tailored for small practices seeking efficiency and growth.

Full Service Advantage Offering end-to-end services (bookkeeping, management accounting, audits, reviews, compilations, tax planning, and filing) suggests potential for bundled service packages and cross-sell of additional compliance and advisory offerings to existing clients.

Tech Stack Alignment Current technologies include AWS, Office 365, MATOMO, Piwik PRO, and web security; these clients may benefit from enhanced cybersecurity, cloud migration support, data analytics automation, and digital client portals.

Growth Readiness Revenue under $1M signals growth opportunities through scalablepractice management software, process automation, and targeted marketing services to attract more clients while maintaining quality.

Market Positioning Competing against mid-sized firms, Preston & Dake, P.C. can be approached as a high-touch, boutique CPA option; selling value-driven pricing, specialized services, and personalized client experience could differentiate them in a competitive market.

Similar companies to Preston & Dake, P.C.

Preston & Dake, P.C. Tech Stack

Preston & Dake, P.C. uses 8 technology products and services including Matomo, Amazon Web Services, jQuery, and more. Explore Preston & Dake, P.C.'s tech stack below.

Preston & Dake, P.C.'s Email Address Formats

Preston & Dake, P.C. uses at least 1 email format:
Preston & Dake, P.C. Email FormatsExamplePercentage
FLast@prestondake.comJDoe@prestondake.com
100%

Frequently Asked Questions

What is Preston & Dake, P.C.'s phone number?

Minus sign iconPlus sign icon
You can contact Preston & Dake, P.C.'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 Preston & Dake, P.C.'s official website and social media links?

Minus sign iconPlus sign icon
Preston & Dake, P.C.'s official website is prestondake.com and has social profiles on LinkedIn.

How much revenue does Preston & Dake, P.C. generate?

Minus sign iconPlus sign icon
As of September 2026, Preston & Dake, P.C.'s annual revenue is estimated to be <$1M.

What is Preston & Dake, P.C.'s NAICS code?

Minus sign iconPlus sign icon
Preston & Dake, P.C.'s NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Preston & Dake, P.C. have currently?

Minus sign iconPlus sign icon
As of September 2026, Preston & Dake, P.C. has approximately 2 employees across 1 continents, including North America. Key team members include Partner: M. G. V. and Administrative Assistant: D. R. Explore Preston & Dake, P.C.'s employee directory with LeadIQ.

What industry does Preston & Dake, P.C. belong to?

Minus sign iconPlus sign icon
Preston & Dake, P.C. operates in the Accounting industry.

What technology does Preston & Dake, P.C. use?

Minus sign iconPlus sign icon
Preston & Dake, P.C.'s tech stack includes Matomo, Amazon Web Services, jQuery, Office 365, DigiCert, Bootstrap, Piwik PRO Core and Nginx.

What is Preston & Dake, P.C.'s email format?

Minus sign iconPlus sign icon
Preston & Dake, P.C.'s email format typically follows the pattern of FLast@prestondake.com. Find more Preston & Dake, P.C. email formats with LeadIQ.
Preston & Dake, P.C. logo

Preston & Dake, P.C.

AccountingTexas, United States2-10 Employees

Preston & Dake, P.C. is a Dallas-based accounting firm offering a full range of traditional CPA services, including bookkeeping, management accounting, audits, reviews, and compilations, as well as tax planning and preparation with electronic filing. The firm emphasizes delivering strong customer service alongside achieving favorable financial outcomes for clients, aiming to support businesses with both day-to-day financial management and compliant tax solutions. Positioned in the accounting industry, it serves clients seeking comprehensive financial services and professional guidance to optimize their accounting processes and tax posture. The company operates in Dallas, Texas, and has a small professional team, reflecting its focus on personalized service in the local market.

Section iconCompany Overview

Phone number
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
2-10

Section iconFunding & Financials

  • <$1M

    Preston & Dake, P.C.'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.