Insights

Client-centric services Position Slattery & Holman as a trusted adviser with a focus on personalized, long-term financial guidance. Upsell advisory, planning, and CPA services that integrate client goals with proactive financial strategy.

Growth-ready SMB Mid-market accounting firm with revenue in the 10M-25M range and a lean team. Target growth-focused small to medium businesses seeking scalable accounting, outsourced CFO, and cloud-based financial operations.

Tech-enabled operations Leverage their tech stack (WordPress, Google Cloud, Microsoft 365, WP Engine, Constant Contact) to offer modern, secure, cloud-based bookkeeping, reporting dashboards, and digital client portals to streamline collaboration.

Relationship-driven expansion Emphasize relationship-based selling to expand services with existing clients (e.g., tax, audit, advisory, tax planning) and cross-sell to similar firms seeking trusted local accounting partnerships.

Competitive positioning Differentiate on high-touch service and bespoke financial guidance as a competitive edge against larger firms; present scalable service packages that match client life cycles and evolving financial needs.

Similar companies to Slattery & Holman, P.C.

Slattery & Holman, P.C. Tech Stack

Slattery & Holman, P.C. uses 8 technology products and services including gstatic.com, WordPress, Microsoft 365, and more. Explore Slattery & Holman, P.C.'s tech stack below.

Slattery & Holman, P.C.'s Email Address Formats

Slattery & Holman, P.C. uses at least 3 email formats:
Slattery & Holman, P.C. Email FormatsExamplePercentage
First@slatterycpa.comJohn@slatterycpa.com
64%
FLast@slatterycpa.comJDoe@slatterycpa.com
31%
First.Last@slatterycpa.comJohn.Doe@slatterycpa.com
5%

Frequently Asked Questions

What is Slattery & Holman, P.C.'s phone number?

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

Minus sign iconPlus sign icon
Slattery & Holman, P.C.'s official website is slatterycpa.com and has social profiles on LinkedIn.

How much revenue does Slattery & Holman, P.C. generate?

Minus sign iconPlus sign icon
As of August 2026, Slattery & Holman, P.C.'s annual revenue is estimated to be $10M - $25M.

What is Slattery & Holman, P.C.'s SIC code and NAICS code?

Minus sign iconPlus sign icon
Slattery & Holman, 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 Slattery & Holman, P.C. have currently?

Minus sign iconPlus sign icon
As of August 2026, Slattery & Holman, P.C. has approximately 24 employees across 1 continents, including North America. Key team members include Owner: D. H., Staff Accountant: K. S. and Shareholder: K. C. Explore Slattery & Holman, P.C.'s employee directory with LeadIQ.

What industry does Slattery & Holman, P.C. belong to?

Minus sign iconPlus sign icon
Slattery & Holman, P.C. operates in the Accounting industry.

What technology does Slattery & Holman, P.C. use?

Minus sign iconPlus sign icon
Slattery & Holman, P.C.'s tech stack includes gstatic.com, WordPress, Microsoft 365, Google Cloud, Constant Contact, WP Engine, YouTube and Akismet.

What is Slattery & Holman, P.C.'s email format?

Minus sign iconPlus sign icon
Slattery & Holman, P.C.'s email format typically follows the pattern of First@slatterycpa.com. Find more Slattery & Holman, P.C. email formats with LeadIQ.

When was Slattery & Holman, P.C. founded?

Minus sign iconPlus sign icon
Slattery & Holman, P.C. was founded in 1980.
Slattery & Holman, P.C. logo

Slattery & Holman, P.C.

AccountingIndiana, United States11-50 Employees

Slattery & Holman, P.C. is an accounting firm based in Carmel, Indiana, serving clients with a focus on quality service and sound financial management. With a forty-year history, the firm emphasizes building long-term relationships by aligning clients’ resources and goals with its own expertise, offering comprehensive services designed to meet both short- and long-term financial objectives. The firm positions itself as a trusted adviser that provides careful, attentive service beyond routine number crunching, aiming to integrate into clients’ teams.
The practice serves professional clients seeking personalized accounting support and strategic financial guidance. It operates within the accounting industry, differentiating itself through a commitment to individualized attention and a collaborative approach. The company is located in the Indianapolis metropolitan area and serves a local market with a focus on delivering dependable, client-centric financial management.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1980
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Slattery & Holman, P.C.'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.