Insights

Niche SMB CPA Target small to mid-sized privately held businesses in Southern California that SMA Financial already serves, highlighting opportunities to deepen bookkeeping, tax planning, and advisory services tailored to this segment.

Growth Revenue Profile With reported revenue between one and ten million, there is potential for expanding services such as ERP readiness, financial automation, and outsourced controller offerings to support scaling clients.

Tech Enablement Leverage SMA Financial’s current tech stack (WordPress, Google Workspace, MySQL, Calendly) to propose integration audits, cloud accounting workstreams, and data-driven insights that can streamline client operations.

Local Market Focus Emphasize Southern California presence and long-standing local service since 1983 to win referrals and cross-sell to nearby businesses seeking reputable, locally trusted accounting partners.

Growth Opportunities Upsell advisory services like cash flow optimization, tax strategy, and M&A readiness for privately held firms pursuing growth, with a focus on scalable solutions suitable for a small team.

SMA Financial, Inc Tech Stack

SMA Financial, Inc uses 8 technology products and services including UserWay, Calendly, WordPress, and more. Explore SMA Financial, Inc's tech stack below.

UserWay

Accessibility

Calendly

Appointment Scheduling

WordPress

Content Management System

MySQL

Database

Google Workspace

Twemoji

Font Scripts

JSON-LD

Javascript Frameworks

Lightbox

Javascript Libraries

SMA Financial, Inc Email Formats	Example	Percentage
First.Last@smafinancialinc.com	John.Doe@smafinancialinc.com	100%

SMA Financial, Inc Email Formats

Example

Percentage

First.Last@smafinancialinc.com

John.Doe@smafinancialinc.com

100%

Frequently Asked Questions

What is SMA Financial, Inc's phone number?

You can contact SMA Financial, Inc's main corporate office by phone at

+1-949-559-****

. 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 SMA Financial, Inc's official website and social media links?

SMA Financial, Inc's official website is smafinancialinc.com and has social profiles on LinkedIn.

How much revenue does SMA Financial, Inc generate?

As of September 2026, SMA Financial, Inc's annual revenue is estimated to be $1M - $10M.

What is SMA Financial, Inc's SIC code and NAICS code?

SMA Financial, Inc'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 SMA Financial, Inc have currently?

As of September 2026, SMA Financial, Inc has approximately 5 employees across 2 continents, including North America and Europe. Key team members include Marketing Director: L. W., Commercial Assistant: R. C. and Service Bureau Support Supervison: A. H. Explore SMA Financial, Inc's employee directory with LeadIQ.

What industry does SMA Financial, Inc belong to?

SMA Financial, Inc operates in the Accounting industry.

What technology does SMA Financial, Inc use?

SMA Financial, Inc's tech stack includes UserWay, Calendly, WordPress, MySQL, Google Workspace, Twemoji, JSON-LD and Lightbox.

What is SMA Financial, Inc's email format?

SMA Financial, Inc's email format typically follows the pattern of First.Last@smafinancialinc.com. Find more SMA Financial, Inc email formats with LeadIQ.

When was SMA Financial, Inc founded?

SMA Financial, Inc was founded in 1983.

SMA Financial, Inc

Q: How many employees does SMA Financial, Inc have currently?

SMA Financial, Inc has approximately 5 employees.

Q: What technology does SMA Financial, Inc use?

SMA Financial, Inc's tech stack includes jQuery Validation Plugin, Twemoji, jQuery, Windows Server, cdnjs.

Q: What is SMA Financial, Inc's NAICS code?

SMA Financial, Inc's NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingCalifornia, United States2-10 Employees

SMA Financial, Inc. is a local accounting firm that provides CPA services to small and medium-sized privately held businesses primarily in Southern California. Based in Irvine, California, the firm has been operating since 1983 and serves clients within the private sector, helping address financial and regulatory needs common to privately owned enterprises. The company positions itself within the accounting industry as a practitioner focused on the needs of privately held businesses, offering professional services drawn from its long-standing presence in the region. With a small office footprint, SMA Financial emphasizes local engagement and steady support for clients navigating financial reporting, compliance, and related accounting concerns in the Irvine area.

Insights

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