Insights

Niche Accounting Smaller firm specializing in QuickBooks expertise for both PC and Mac, offering a cost effective alternative to in-house bookkeeping which can be positioned to SMBs needing reliable financial admin with CPA-friendly communication.

Public and Private Experience Over 24 years of cross-sector financial handling suggests credibility with organizations that require versatile accounting support, enabling upsell to mixed client bases including nonprofits, startups, and privately held businesses.

Tech Savvy Active use of modern web and security technologies (Cloudflare, Sucuri, Bootstrap, jQuery) signals stability and安心 for online collaboration; leverage for positioning as a secure, tech-forward outsourced bookkeeping partner to digital-first clients.

Growth Readiness Revenue range of 1M–10M and a lean team (11–50 employees) indicate capacity to take on additional clients without large overhead, presenting an opportunity to target growing firms seeking scalable accounting support.

CPA Alignment Ability to interface with CPAs and speak their language creates a compelling value proposition for firms needing seamless tax and financial reporting integration, expanding opportunities in CPA-referred client pipelines.

Souza and Associates, Inc. Tech Stack

Souza and Associates, Inc. uses 8 technology products and services including Sucuri, Cloudflare, Webpack, and more. Explore Souza and Associates, Inc.'s tech stack below.

  • Sucuri
    Content Delivery Network
  • Cloudflare
    Content Management System
  • Webpack
    Development
  • jQuery
    Javascript Libraries
  • Priority Hints
    Performance
  • reCAPTCHA
    Security
  • Bootstrap
    UI Frameworks
  • Sitelinks Search Box
    Web Tools And Plugins

Souza and Associates, Inc.'s Email Address Formats

Souza and Associates, Inc. uses at least 1 format(s):
Souza and Associates, Inc. Email FormatsExamplePercentage
First@souzaandassociates.comJohn@souzaandassociates.com
100%

Frequently Asked Questions

What is Souza and Associates, Inc.'s phone number?

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You can contact Souza and Associates, Inc.'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 Souza and Associates, Inc.'s official website and social media links?

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Souza and Associates, Inc.'s official website is souzaandassociates.com and has social profiles on LinkedIn.

How much revenue does Souza and Associates, Inc. generate?

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As of August 2026, Souza and Associates, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Souza and Associates, Inc.'s SIC code NAICS code?

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Souza and Associates, 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 Souza and Associates, Inc. have currently?

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As of August 2026, Souza and Associates, Inc. has approximately 12 employees across 1 continents, including North America. Key team members include Staff Bookkeeper: M. G.. Explore Souza and Associates, Inc.'s employee directory with LeadIQ.

What industry does Souza and Associates, Inc. belong to?

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Souza and Associates, Inc. operates in the Accounting industry.

What technology does Souza and Associates, Inc. use?

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Souza and Associates, Inc.'s tech stack includes SucuriCloudflareWebpackjQueryPriority HintsreCAPTCHABootstrapSitelinks Search Box.

What is Souza and Associates, Inc.'s email format?

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Souza and Associates, Inc.'s email format typically follows the pattern of First@souzaandassociates.com. Find more Souza and Associates, Inc. email formats with LeadIQ.

When was Souza and Associates, Inc. founded?

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Souza and Associates, Inc. was founded in 2005.
Souza and Associates, Inc. logo

Souza and Associates, Inc.

AccountingCalifornia, United States11-50 Employees

Souza and Associates, Inc. operates in the accounting sector, offering bookkeeping services with a focus on delivering cost-effective alternatives to in-house staff. The firm emphasizes expertise with QuickBooks and provides support for both PC and Mac environments, facilitating collaboration with clients’ CPAs by aligning with professional accounting standards. Based in Calabasas, California, the company positions itself as a partner that brings thorough dedication to each client engagement, aiming to handle finances across both public and private sectors. Serving a regional client base with a moderate size, Souza and Associates supports businesses by managing financial tasks while integrating smoothly with existing accounting workflows.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2005
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Souza and Associates, Inc.'s revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Souza and Associates, Inc.'s revenue is estimated to be in the range of $1M - $10M

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