Insights

Small-firm focused Target this small CPA firm for bundled services that scale with growth, such as cloud-based bookkeeping, payroll, and financial statement analysis, offering cost-effective packages as they expand.

Tech proficiency Leverage their listed software expertise ( Sage 100 / Sage100c, QuickBooks Pro, Quicken, Crystal Reports) to propose advanced reporting, dashboards, and data integration services that enhance client insights and efficiency.

Nontraditional services Position advisory offerings around business planning, workflow analysis, and small business valuations to deepen client relationships beyond tax preparation, creating cross-sell opportunities.

Growth readiness As revenue is under one million, there is potential to upsell scalable financial systems, cloud collaboration tools, and outsourced CFO-like services to support strategic growth.

Competitive positioning Highlight personalized, dialogue-driven service philosophy and local/ boutique feel to differentiate from large firms, while offering enterprise-grade capabilities through partner networks.

Similar companies to Steven R. Jones, CPA, PA

Steven R. Jones, CPA, PA Tech Stack

Steven R. Jones, CPA, PA uses 8 technology products and services including Wix, WordPress, Wix eCommerce, and more. Explore Steven R. Jones, CPA, PA's tech stack below.

Steven R. Jones, CPA, PA's Email Address Formats

Steven R. Jones, CPA, PA uses at least 0 email formats:
Steven R. Jones, CPA, PA Email FormatsExamplePercentage

Frequently Asked Questions

What is Steven R. Jones, CPA, PA's phone number?

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You can contact Steven R. Jones, CPA, PA'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 Steven R. Jones, CPA, PA's official website and social media links?

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Steven R. Jones, CPA, PA's official website is jonescpa.pro and has social profiles on LinkedIn.

How much revenue does Steven R. Jones, CPA, PA generate?

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As of September 2026, Steven R. Jones, CPA, PA's annual revenue is estimated to be <$1M.

What is Steven R. Jones, CPA, PA's SIC code and NAICS code?

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Steven R. Jones, CPA, PA's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Steven R. Jones, CPA, PA have currently?

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As of September 2026, Steven R. Jones, CPA, PA has approximately 2 employees across 1 continents, including North America. Key team members include Founder: K. L., Owner: S. D. and Sales Manager: R. M. Explore Steven R. Jones, CPA, PA's employee directory with LeadIQ.

What industry does Steven R. Jones, CPA, PA belong to?

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Steven R. Jones, CPA, PA operates in the Accounting industry.

What technology does Steven R. Jones, CPA, PA use?

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Steven R. Jones, CPA, PA's tech stack includes Wix, WordPress, Wix eCommerce, Microsoft 365, Google Cloud, Sentry, TweenMax and Google Tag Manager.

When was Steven R. Jones, CPA, PA founded?

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Steven R. Jones, CPA, PA was founded in 2005.
Steven R. Jones, CPA, PA logo

Steven R. Jones, CPA, PA

AccountingFlorida, United States2-10 Employees

Steven R. Jones, CPA, PA operates as a small accounting practice based in Tampa, Florida. The firm provides a range of services including compilations, reviews, audits, bookkeeping, payroll, and personal financial statements, alongside business consulting such as small business valuations, financial statement analysis, and workflow analysis, and tax services for federal, state and local matters. Its client focus appears to be individuals and small to mid-sized businesses seeking comprehensive accounting support, financial planning input, and guidance on tax obligations, with an emphasis on ongoing dialogue to understand clients’ current positions and future goals. The practice also offers software consultancy, supporting users of Sage, QuickBooks, Quicken, and Crystal Reports, which complements its core accounting and tax offerings. Located in the Tampa metropolitan area, the firm describes its service approach as an active dialogue with clients to plan for future objectives, highlighting a personalized, advisory-oriented model within the accounting industry. A recent development noted is the firm’s explicit emphasis on its consultative approach and broad service mix across accounting, tax, business consulting, and software support. } ] } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }

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
2-10

Section iconFunding & Financials

  • <$1M

    Steven R. Jones, CPA, PA's revenue is estimated to be in the range of <$1M

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