Insights

Growing Client Base Somerset CPAs, P.C. has maintained long-term relationships with clients across various industries, presenting opportunities to expand services within existing accounts by offering tailored financial, tax, and advisory solutions.

Digital Innovation Recent launches of Vertical Vector AI and the Employee Experience Guide demonstrate the company's focus on leveraging AI and employee engagement tools, providing a channel to offer AI-driven consulting, HR technology integration, and digital transformation services.

Leadership Expansion The appointment of new executives such as a Chief Investment Officer, President of Insurance, and a National Leader of Advisory Services indicates strategic growth areas where targeted financial advisory, insurance, and consulting services could be introduced to meet evolving client needs.

Market Positioning With revenue between 100 million and 250 million and a national presence through over 120 offices, Somerset CPAs is well-positioned to offer scalable, compliant, and local-tailored services to mid-sized businesses seeking integrated accounting and advisory solutions.

Tech-Driven Opportunities Utilizing advanced tools such as Demandbase, SAP Concur, and Python, the company demonstrates a commitment to technology. This creates potential sales opportunities around customized tech integrations, cloud solutions, and automation services for clients seeking efficiency gains.

Somerset CPAs, P.C. Tech Stack

Somerset CPAs, P.C. uses 8 technology products and services including Demandbase, Influence Health, Asana, and more. Explore Somerset CPAs, P.C.'s tech stack below.

  • Demandbase
    Analytics
  • Influence Health
    Healthcare Marketing
  • Asana
    Issue Trackers
  • LinkedIn
    Online Community Software
  • UNIX
    Operating Systems
  • Python
    Programming Languages
  • Yoast SEO Premium
    Search Engines
  • SAP Concur
    Travel And Expense Management

Media & News

Somerset CPAs, P.C.'s Email Address Formats

Somerset CPAs, P.C. uses at least 2 format(s):
Somerset CPAs, P.C. Email FormatsExamplePercentage
FLast@somersetcpas.comJDoe@somersetcpas.com
99%
First@somersetcpas.comJohn@somersetcpas.com
1%
FLast@cbiz.comJDoe@cbiz.com
72%
First.Last@cbiz.comJohn.Doe@cbiz.com
16%
FirstLast@cbiz.comJohnDoe@cbiz.com
8%
FirLast@cbiz.comJohDoe@cbiz.com
4%

Frequently Asked Questions

Where is Somerset CPAs, P.C.'s headquarters located?

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Somerset CPAs, P.C.'s main headquarters is located at 3925 River Crossing Parkway, Suite 300. The company has employees across 3 continents, including North AmericaAsiaEurope.

What is Somerset CPAs, P.C.'s phone number?

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You can contact Somerset CPAs, 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 Somerset CPAs, P.C.'s official website and social media links?

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Somerset CPAs, P.C.'s official website is cbiz.com and has social profiles on LinkedIn.

What is Somerset CPAs, P.C.'s NAICS code?

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Somerset CPAs, P.C.'s NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Somerset CPAs, P.C. have currently?

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As of December 2025, Somerset CPAs, P.C. has approximately 248 employees across 3 continents, including North AmericaAsiaEurope. Key team members include Chief Information Officer: J. G.President: P. E.Founder And Managing Principal: M. A.. Explore Somerset CPAs, P.C.'s employee directory with LeadIQ.

What industry does Somerset CPAs, P.C. belong to?

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Somerset CPAs, P.C. operates in the Accounting industry.

What technology does Somerset CPAs, P.C. use?

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Somerset CPAs, P.C.'s tech stack includes DemandbaseInfluence HealthAsanaLinkedInUNIXPythonYoast SEO PremiumSAP Concur.

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

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Somerset CPAs, P.C.'s email format typically follows the pattern of FLast@somersetcpas.com. Find more Somerset CPAs, P.C. email formats with LeadIQ.

When was Somerset CPAs, P.C. founded?

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Somerset CPAs, P.C. was founded in 1960.

Somerset CPAs, P.C.

AccountingIndiana, United States201-500 Employees

For over 60 years, our team has been guiding clients through the critical decisions that impact their financial health. We are able to provide the in-depth expertise expected from a larger firm with the personable approach of a local practice. Whether you are just starting out or overseeing a multi-million dollar corporation, CBIZ Somerset is dedicated to looking after our clients’ best interests and addressing their needs.

Our secret to success is people. The depth of personal and professional relationships we have with our clients is our foundation. We get to know you and your business in order to build a proactive, customized approach unique to your needs. This has allowed us to maintain long-term relationships with clients of all sizes from a variety of industries.

With over 120 offices and 6,700 team members in major metropolitan areas and suburban cities throughout the U.S., CBIZ (NYSE: CBZ) delivers top-tier financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. 

*CBIZ is a business consulting, tax and financial services provider and works closely with MHM (Mayer Hoffman McCann P.C.), an independent CPA firm providing audit, review and attest services. CBIZ and MHM are members of Kreston Global, a worldwide network of independent accounting firms.
1 Accounting Today – March 2024
2 Business Insurance magazine – July 2023

View our CBIZ Social Media Community Guidelines here - https://www.cbiz.com/privacy-policy/cbiz-social-media-community-guidelines

Section iconCompany Overview

Headquarters
3925 River Crossing Parkway, Suite 300
Phone number
Website
cbiz.com
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1960
Employees
201-500

Section iconFunding & Financials

  • $100M$250M

    Somerset CPAs, P.C.'s revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Somerset CPAs, P.C.'s revenue is estimated to be in the range of $100M$250M

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