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Insights

Local CPA Growth Small to mid-sized local firm with 11-50 employees and $1M-$10M revenue presents an opportunity to upsell virtual CFO/controllership, outsource bookkeeping, and scalable tax planning services to targeted Rochester area businesses seeking value-driven accounting partnerships.

Service Expansion Firm already provides a broad range of services (accounting, tax, assurance, consulting); potential to cross-sell add-on services such as specialized industry audits, forensics, virtual finance leadership, or conversion services for clients migrating to cloud-based financial systems.

Tech Stack Fit Utilizes modern platforms (Google Cloud, Sentry, Wix/WordPress, Brevo). Opportunity to propose cloud-first financial operations improvements, data analytics implementations, and security/compliance enhancements to attract clients prioritizing digital readiness and risk management.

Competitive Position Positioned as ethics-driven, rapid-response, recession-friendly with personal founder narrative. Leverage this in outreach to family-owned or fast-growing regional businesses seeking trusted advisors who understand cost sensitivity and long-term value.

Revenue Targeting Mid-market services for growth-oriented clients could unlock higher-margin engagements such as outsourced accounting, controller services, and advisory projects. Focus on firms with similar revenue ranges or those seeking scalability beyond DIY or legacy accounting setups.

Similar companies to Roberts Accounting, CPAs, P.C.

Roberts Accounting, CPAs, P.C. Tech Stack

Roberts Accounting, CPAs, P.C. uses 8 technology products and services including Wix, WordPress, Wix eCommerce, and more. Explore Roberts Accounting, CPAs, P.C.'s tech stack below.

Roberts Accounting, CPAs, P.C.'s Email Address Formats

Roberts Accounting, CPAs, P.C. uses at least 2 email formats:
Roberts Accounting, CPAs, P.C. Email FormatsExamplePercentage
First@rac-co.comJohn@rac-co.com
75%
Last@rac-co.comDoe@rac-co.com
25%

Frequently Asked Questions

What is Roberts Accounting, CPAs, P.C.'s official website and social media links?

Minus sign iconPlus sign iconRoberts Accounting, CPAs, P.C.'s official website is rac-co.com and has social profiles on LinkedIn.

How much revenue does Roberts Accounting, CPAs, P.C. generate?

Minus sign iconPlus sign icon As of September 2026, Roberts Accounting, CPAs, P.C.'s annual revenue is estimated to be $1M - $10M.

What is Roberts Accounting, CPAs, P.C.'s SIC code and NAICS code?

Minus sign iconPlus sign iconRoberts Accounting, CPAs, P.C.'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 Roberts Accounting, CPAs, P.C. have currently?

Minus sign iconPlus sign iconAs of September 2026, Roberts Accounting, CPAs, P.C. has approximately 15 employees across 1 continents, including North America. Key team members include Office Manager: A. L., Creative Solutions Coordinator: L. W. and Tax Advisor: C. M. Explore Roberts Accounting, CPAs, P.C.'s employee directory with LeadIQ.

What industry does Roberts Accounting, CPAs, P.C. belong to?

Minus sign iconPlus sign iconRoberts Accounting, CPAs, P.C. operates in the Accounting industry.

What technology does Roberts Accounting, CPAs, P.C. use?

Minus sign iconPlus sign iconRoberts Accounting, CPAs, P.C.'s tech stack includes Wix, WordPress, Wix eCommerce, Google Cloud, Sentry, TweenMax, Zepto and Brevo.

What is Roberts Accounting, CPAs, P.C.'s email format?

Minus sign iconPlus sign iconRoberts Accounting, CPAs, P.C.'s email format typically follows the pattern of First@rac-co.com. Find more Roberts Accounting, CPAs, P.C. email formats with LeadIQ.
Roberts Accounting, CPAs, P.C. logo

Roberts Accounting, CPAs, P.C.

AccountingNew York, United States11-50 Employees

Roberts Accounting, CPAs, P.C. is a local accounting firm based in Rochester, New York, offering a full spectrum of services that includes accounting, tax, assurance, and consulting for individuals and businesses. Founded by Patrick Roberts after leaving the corporate sector, the firm emphasizes high standards, ethical practice, prompt responsiveness, and fees designed to be recession-friendly, aiming to act in clients’ best interests. Serving clients in the accounting industry within the Rochester area, the firm positions itself as a community-focused provider that delivers professional solutions across private individuals and business entities. With a footprint in the local market and a comprehensive service mix, the firm addresses core financial and compliance needs through a client-oriented approach. The company operates from its Rochester location and serves a moderately sized local market.

Section iconCompany Overview

Website
rac-co.com
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Roberts Accounting, CPAs, P.C.'s revenue is estimated to be in the range of $1M - $10M

Company Leadership

  • Office Manager at Roberts Accounting, CPAs, P.C.
    A. L.
    Office Manager
    Mobile Phone
  • Creative Solutions Coordinator at Roberts Accounting, CPAs, P.C.
    L. W.
    Creative Solutions Coordinator
    Mobile Phone
  • Tax Advisor at Roberts Accounting, CPAs, P.C.
    C. M.
    Tax Advisor
    Mobile Phone
  • Oas Firm Advisor at Roberts Accounting, CPAs, P.C.
    K. B.
    Oas Firm Advisor
    Mobile Phone

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