Insights

Niche Market Focus Smith Marion & Co. specializes in non-profit organizations, governmental agencies, and small to mid-sized businesses, presenting a prime opportunity to offer tailored financial technology solutions, compliance support, and consulting services that address their unique regulatory and operational needs.

Technology Integration The company's use of cloud-based platforms like Amazon Web Services and specialized accounting tools such as QuickBooks indicates openness to adopting innovative financial management and compliance technologies, which could be leveraged to introduce advanced accounting or data security solutions.

Regional Expansion Potential With locations in Southern California including Redlands and Lake Arrowhead and international non-profit expertise, there is an opportunity to expand services into new geographic markets or enhance existing services with multilingual support or international compliance consulting for non-profits

Financial Growth Opportunities Generating between fifty to one hundred million dollars in revenue positions Smith Marion & Co. as a significant player in the regional accounting sector, making it a strong candidate for premium advisory services, succession planning, or advanced audit and advisory products targeting larger or more complex clients.

Industry Expertise Leverage Their deep specialization in nonprofit and government auditing creates opportunities to cross-sell niche consulting, specialized software integrations, or compliance training, helping position the firm as a comprehensive solution provider for organizations with complex regulatory requirements.

Smith Marion & Co. Tech Stack

Smith Marion & Co. uses 8 technology products and services including QuickBooks, Amazon Web Services, Open Graph, and more. Explore Smith Marion & Co.'s tech stack below.

  • QuickBooks
    Accounting And Finance
  • Amazon Web Services
    Cloud Hosting
  • Open Graph
    Content Management System
  • Cloudflare
    Content Management System
  • Mailchimp
    Email
  • Font Awesome
    Font Scripts
  • Cloudflare Bot Management
    Security
  • Apache
    Web Servers

Media & News

Smith Marion & Co.'s Email Address Formats

Smith Marion & Co. uses at least 1 format(s):
Smith Marion & Co. Email FormatsExamplePercentage
FLast@smcocpa.comJDoe@smcocpa.com
93%
Last@smcocpa.comDoe@smcocpa.com
4%
FiLast@smcocpa.comJoDoe@smcocpa.com
3%

Frequently Asked Questions

Where is Smith Marion & Co.'s headquarters located?

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Smith Marion & Co.'s main headquarters is located at 1940 Orange Tree Lane Suite 100 Redlands, California 92374 United States. The company has employees across 1 continents, including North America.

What is Smith Marion & Co.'s phone number?

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You can contact Smith Marion & Co.'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 Smith Marion & Co.'s official website and social media links?

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Smith Marion & Co.'s official website is smcocpa.com and has social profiles on LinkedIn.

What is Smith Marion & Co.'s NAICS code?

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Smith Marion & Co.'s NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Smith Marion & Co. have currently?

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As of April 2026, Smith Marion & Co. has approximately 48 employees across 1 continents, including North America. Key team members include Ceo: C. P.Principal/Partner: C. M.Director Of Administration: J. E.. Explore Smith Marion & Co.'s employee directory with LeadIQ.

What industry does Smith Marion & Co. belong to?

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Smith Marion & Co. operates in the Accounting industry.

What technology does Smith Marion & Co. use?

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Smith Marion & Co.'s tech stack includes QuickBooksAmazon Web ServicesOpen GraphCloudflareMailchimpFont AwesomeCloudflare Bot ManagementApache.

What is Smith Marion & Co.'s email format?

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Smith Marion & Co.'s email format typically follows the pattern of FLast@smcocpa.com. Find more Smith Marion & Co. email formats with LeadIQ.

When was Smith Marion & Co. founded?

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Smith Marion & Co. was founded in 1983.

Smith Marion & Co.

AccountingCalifornia, United States11-50 Employees

Smith Marion & Company, CPAs, an Inland Empire based accounting firm, specializes in auditing and review services for not-for-profits, governmental agencies and small to mid-sized businesses.

We have a proven not-for-profit accounting specialty for trusts, foundations, churches, civic, social and membership organizations, and governmental agencies. We provide international expertise for non-profit organizations with overseas offices and missionaries.

Our diverse range of traditional accounting services includes tax preparation, payroll services, accounting and bookkeeping expertise, and business consulting.

The Smith Marion audit department team works exclusively performing audits and reviews throughout the year and are knowledgeable about effective audit procedures and related nonprofit industry matters.  More specifically, our audit personnel specialize in nonprofit agencies and those receiving governmental funding.

Because we maintain high standards of excellence in our accounting and advisory services, treat each client like our only client, deliver projects on time, and charge reasonable fees, our clients find us to be a true value and long-term trusted relationship.

Our Southern California locations include Redlands and Lake Arrowhead.  Check our contact page for additional locations and licenses.

We will treat you as if you are our only client!

Section iconCompany Overview

Headquarters
1940 Orange Tree Lane Suite 100 Redlands, California 92374 United States
Phone number
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1983
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $50M$100M

    Smith Marion & Co.'s revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Smith Marion & Co.'s revenue is estimated to be in the range of $50M$100M

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