Insights

Small Firm Growth Target their small but expanding client base with scalable tax, accounting, and payroll solutions tailored for firms handling personal assets and business capital, highlighting efficiency gains and compliance support.

Tech Stack Leverage Position cloud-native and web-based service options that integrate with their current tech stack (Webflow, Cloudflare CDN, Google tools) to deliver streamlined onboarding, remote collaboration, and secure data handling.

Financial Maturity Offer advisory services around cash flow management, profitability analysis, and tax optimization to help push their revenue growth and client value while maintaining lean operations.

Compliance & Security Emphasize robust compliance, data security, and digital audit trails to attract clients seeking trustworthy partners for tax and bookkeeping, especially as they scale.

Cross-Sell Potential Position integrated payroll and accounting packages as a one-stop solution to reduce client churn, with upsell opportunities into advisory services and employer solutions for their SME clients.

Similar companies to Proctor & Assocs. Tax, Accounting, and Payroll Services

Proctor & Assocs. Tax, Accounting, and Payroll Services Tech Stack

Proctor & Assocs. Tax, Accounting, and Payroll Services uses 8 technology products and services including Cloudflare CDN, Amazon S3, Open Graph, and more. Explore Proctor & Assocs. Tax, Accounting, and Payroll Services's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • Amazon S3
    Content Delivery Network
  • Open Graph
    Content Management System
  • Twemoji
    Font Scripts
  • Office 365
    Office Suites
  • Webflow
    Page Builders
  • PHP
    Programming Languages
  • Apache
    Web Servers

Proctor & Assocs. Tax, Accounting, and Payroll Services's Email Address Formats

Proctor & Assocs. Tax, Accounting, and Payroll Services uses at least 1 format(s):
Proctor & Assocs. Tax, Accounting, and Payroll Services Email FormatsExamplePercentage
First@proctortaxprep.comJohn@proctortaxprep.com
75%
First.Last@proctortaxprep.comJohn.Doe@proctortaxprep.com
25%

Frequently Asked Questions

What is Proctor & Assocs. Tax, Accounting, and Payroll Services's phone number?

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You can contact Proctor & Assocs. Tax, Accounting, and Payroll Services'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 Proctor & Assocs. Tax, Accounting, and Payroll Services's official website and social media links?

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Proctor & Assocs. Tax, Accounting, and Payroll Services's official website is proctortaxprep.com and has social profiles on LinkedIn.

How much revenue does Proctor & Assocs. Tax, Accounting, and Payroll Services generate?

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As of August 2026, Proctor & Assocs. Tax, Accounting, and Payroll Services's annual revenue is estimated to be $1M - $10M.

What is Proctor & Assocs. Tax, Accounting, and Payroll Services's SIC code NAICS code?

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Proctor & Assocs. Tax, Accounting, and Payroll Services's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Proctor & Assocs. Tax, Accounting, and Payroll Services have currently?

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As of August 2026, Proctor & Assocs. Tax, Accounting, and Payroll Services has approximately 3 employees across 1 continents, including North America. Key team members include Owner: S. P.Manager Of Accounting Services: K. D. H.Tax Manager: K. K.. Explore Proctor & Assocs. Tax, Accounting, and Payroll Services's employee directory with LeadIQ.

What industry does Proctor & Assocs. Tax, Accounting, and Payroll Services belong to?

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Proctor & Assocs. Tax, Accounting, and Payroll Services operates in the Financial Services industry.

What technology does Proctor & Assocs. Tax, Accounting, and Payroll Services use?

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Proctor & Assocs. Tax, Accounting, and Payroll Services's tech stack includes Cloudflare CDNAmazon S3Open GraphTwemojiOffice 365WebflowPHPApache.

What is Proctor & Assocs. Tax, Accounting, and Payroll Services's email format?

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Proctor & Assocs. Tax, Accounting, and Payroll Services's email format typically follows the pattern of First@proctortaxprep.com. Find more Proctor & Assocs. Tax, Accounting, and Payroll Services email formats with LeadIQ.

When was Proctor & Assocs. Tax, Accounting, and Payroll Services founded?

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Proctor & Assocs. Tax, Accounting, and Payroll Services was founded in 2007.
Proctor & Assocs. Tax, Accounting, and Payroll Services logo

Proctor & Assocs. Tax, Accounting, and Payroll Services

Financial ServicesNorth Carolina, United States2-10 Employees

Proctor & Assocs. Tax, Accounting, and Payroll Services is a small financial services firm based in Charlotte, North Carolina. Its offerings span tax preparation, accounting, and payroll, integrated within its bookkeeping practice.

The firm provides customized solutions intended to help clients manage personal assets or business capital more effectively, supporting financial literacy and informed decision-making. Its services are aimed at clients seeking professional assistance with tax, accounting, and payroll to support financial administration. The company sits in the accounting and bookkeeping segment of the financial services industry.

Section iconCompany Overview

Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
52 - Finance and Insurance
Founded
2007
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Proctor & Assocs. Tax, Accounting, and Payroll Services's revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Proctor & Assocs. Tax, Accounting, and Payroll Services's revenue is estimated to be in the range of $1M - $10M

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