Insights

Growth in Revenue Sorren has established a solid revenue base between 25 million and 50 million dollars, indicating a strong market presence and potential for upselling services such as expanded advisory or consulting solutions to larger clients within its existing portfolio.

Expanding Service Portfolio With expertise spanning tax, assurance, advisory, and private client services, Sorren offers comprehensive solutions that can be tailored to target industries or clients requiring integrated financial services, opening opportunities for cross-selling.

Technological Engagement Utilizing tools like Google Analytics and website builders suggests an openness to digital engagement; leveraging this for targeted marketing campaigns or data-driven outreach can help attract new clients or expand services to existing ones.

Competitive Positioning As a top 50 firm built on collaboration and local relationships, Sorren can differentiate itself by offering personalized, responsive services to mid-market clients, presenting an opportunity to capture market share from larger firms that are less agile.

Market Trends Alignment Focusing on delivering forward-looking, anticipatory advice aligns with current industry trends emphasizing proactive financial planning; emphasizing this in outreach can attract clients seeking innovative, future-ready solutions.

Similar companies to Sorren (Formerly KMA Advisors)

Sorren (Formerly KMA Advisors) Tech Stack

Sorren (Formerly KMA Advisors) uses 3 technology products and services including GoDaddy Website Builder, Polyfill, Google Analytics, and more. Explore Sorren (Formerly KMA Advisors)'s tech stack below.

GoDaddy Website Builder
Content Management System
Polyfill
Javascript Libraries
Google Analytics
Web Analytics

Media & News

Sorren (Formerly KMA Advisors)'s Email Address Formats

Sorren (Formerly KMA Advisors) uses at least 3 format(s):

Sorren (Formerly KMA Advisors) Email Formats	Example	Percentage
First.Last@cpakma.com	John.Doe@cpakma.com	96%
First.Middle@cpakma.com	John.Michael@cpakma.com	4%
First.Last@cpamadison.com	John.Doe@cpamadison.com	89%
FirstLast@cpamadison.com	JohnDoe@cpamadison.com	5%
Last.First@cpamadison.com	Doe.John@cpamadison.com	3%
First.L@cpamadison.com	John.D@cpamadison.com	2%
First.Middle@cpamadison.com	John.Michael@cpamadison.com	1%

Frequently Asked Questions

Where is Sorren (Formerly KMA Advisors)'s headquarters located?

Sorren (Formerly KMA Advisors)'s main headquarters is located at 1200 John Q Hammons Dr, Ste 500 Madison, Wisconsin 53717, US. The company has employees across 2 continents, including North AmericaAsia.

What is Sorren (Formerly KMA Advisors)'s phone number?

You can contact Sorren (Formerly KMA Advisors)'s main corporate office by phone at

+1-608-664-****

. 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 Sorren (Formerly KMA Advisors)'s official website and social media links?

Sorren (Formerly KMA Advisors)'s official website is kmaadvisors.com and has social profiles on LinkedIn.

What is Sorren (Formerly KMA Advisors)'s NAICS code?

Sorren (Formerly KMA Advisors)'s NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Sorren (Formerly KMA Advisors) have currently?

As of October 2025, Sorren (Formerly KMA Advisors) has approximately 51 employees across 2 continents, including North AmericaAsia. Key team members include Chief Executive Officer: J. D.President: G. A.Founder/Shareholder: C. M.. Explore Sorren (Formerly KMA Advisors)'s employee directory with LeadIQ.

What industry does Sorren (Formerly KMA Advisors) belong to?

Sorren (Formerly KMA Advisors) operates in the Accounting industry.

What technology does Sorren (Formerly KMA Advisors) use?

Sorren (Formerly KMA Advisors)'s tech stack includes GoDaddy Website BuilderPolyfillGoogle Analytics.

What is Sorren (Formerly KMA Advisors)'s email format?

Sorren (Formerly KMA Advisors)'s email format typically follows the pattern of First.Last@cpakma.com. Find more Sorren (Formerly KMA Advisors) email formats with LeadIQ.

Sorren (Formerly KMA Advisors)

Q: What technology does Sorren (Formerly KMA Advisors) use?

Sorren (Formerly KMA Advisors)'s tech stack includes Polyfill, GoDaddy Website Builder, Google Analytics.

AccountingUnited States51-200 Employees

Sorren is a new Top 50 firm built on collaboration, bold thinking, and a commitment to putting people first.

The financial landscape is evolving rapidly, and clients require more than just answers. They need advisors who anticipate opportunities and prepare them for what’s ahead. That’s why 13 respected firms came together as Sorren to combine national resources with local relationships and deliver solutions that create lasting impact.

We help businesses, individuals, and organizations move forward with confidence. Our team brings deep expertise across tax, assurance, advisory, accounting, and private client services, while maintaining the personal attention that has defined our legacy firms for decades.

Company Overview

Headquarters: 1200 John Q Hammons Dr, Ste 500 Madison, Wisconsin 53717, US
Phone number: +1-608-664-****
Website: kmaadvisors.com
NAICS Code: 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees: 51-200