Insights

Local SMB focus Target the Southern California market with SMB accounting services, emphasizing tailored tax, advisory, and bookkeeping for privately held businesses similar to SMA Financial, Inc’s client base.

Small Firm agility Leverage the small team size to position as a personal, high-touch CPA partner offering flexible engagement models and rapid turnaround for mid-market client needs.

Growth opportunity With revenue in the low to mid seven figures and a niche regional footprint, pursue opportunities to scale services through periodic add-ons such as outsourced controller, payroll, and CFO advisory for growing clients.

Tech-enabled efficiency Highlight data-driven workflows and modern tech stack advantages (e.g., JSON-LD enabled reporting, web-based communication, scalable dashboards) to appeal to tech-aware firms seeking streamlined accounting operations.

Competitive landscape Position against larger wealth and financial services competitors by offering personalized service, local market knowledge, and cost-effective solutions tailored to privately held Southern California businesses.

SMA Financial, Inc Tech Stack

SMA Financial, Inc uses 8 technology products and services including Open Graph, Twemoji, Google Fonts API, and more. Explore SMA Financial, Inc's tech stack below.

Open Graph

Content Management System

Twemoji

Font Scripts

Google Fonts API

Font Scripts

JSON-LD

Javascript Frameworks

spin.js

Javascript Frameworks

jQuery

Javascript Libraries

Animate.css

UI Frameworks

GoDaddy

Web Hosting

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

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

SMA Financial, Inc's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does SMA Financial, Inc have currently?

As of August 2026, SMA Financial, Inc has approximately 5 employees across 2 continents, including North AmericaEurope. Key team members include Marketing Director: L. W.Commercial Assistant: R. C.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 Open GraphTwemojiGoogle Fonts APIJSON-LDspin.jsjQueryAnimate.cssGoDaddy.

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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