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Insights

Niche CPA Advisory Small firm with CPA credentials focused on evaluating and implementing accounting and business solutions. Potential sales opportunities in offering specialized software assessments, vendor neutral recommendations, and implementation support for mid-sized clients seeking efficiency gains.

Mid Market Revenue Reported revenue in the $25M–$50M range indicates a healthy middle-market focus. Target upsell opportunities include expanding services to cover broader ERP or cloud-based accounting integrations and ongoing optimization engagements.

Technology Stack Existing tech footprint includes WordPress, Microsoft 365, Google Cloud, Google Analytics, and web/server stacks. Upsell potential in data analytics, workflow automation, and secure cloud migrations for clients seeking modernization and better reporting.

Service Scope Core offering centers on process assessment, needs analysis, and implementation of accounting and business software. Opportunities exist to package managed services, training, and change management to increase client stickiness and recurring revenue.

Competitive Positioning Positioned against large firms with extensive reputations but smaller, agile team. Use this as a selling point to win local or regional clients needing personalized service, rapid deployment, and cost-efficient advisory with CPA-backed credibility.

Similar companies to Technology Advisory Group, LLC

Technology Advisory Group, LLC Tech Stack

Technology Advisory Group, LLC uses 8 technology products and services including AdRoll, WordPress, Microsoft 365, and more. Explore Technology Advisory Group, LLC's tech stack below.

  • AdRoll
    Advertising
  • WordPress
    Content Management System
  • Google Cloud
    Infrastructure As A Service
  • Google Analytics
    Web Analytics
  • Apache
    Web Servers
  • Nginx
    Web Servers
  • jQuery Waypoints
    Web Tools And Plugins

Technology Advisory Group, LLC's Email Address Formats

Technology Advisory Group, LLC uses at least 2 email formats:
Technology Advisory Group, LLC Email FormatsExamplePercentage
FLast@techadvisorygroup.comJDoe@techadvisorygroup.com
78%
First.Last@techadvisorygroup.comJohn.Doe@techadvisorygroup.com
22%

Frequently Asked Questions

What is Technology Advisory Group, LLC's phone number?

Minus sign iconPlus sign icon You can contact Technology Advisory Group, LLC's main corporate office by phone at
+1-651-605-****
. 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 Technology Advisory Group, LLC's official website and social media links?

Minus sign iconPlus sign iconTechnology Advisory Group, LLC's official website is techadvisorygroup.com and has social profiles on LinkedIn.

How much revenue does Technology Advisory Group, LLC generate?

Minus sign iconPlus sign icon As of September 2026, Technology Advisory Group, LLC's annual revenue is estimated to be $25M - $50M.

What is Technology Advisory Group, LLC's SIC code and NAICS code?

Minus sign iconPlus sign iconTechnology Advisory Group, LLC'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 Technology Advisory Group, LLC have currently?

Minus sign iconPlus sign iconAs of September 2026, Technology Advisory Group, LLC has approximately 7 employees across 1 continents, including North America. Key team members include Office Manager: J. D., Principal: T. Z. and Staff Consultant: M. M. Explore Technology Advisory Group, LLC's employee directory with LeadIQ.

What industry does Technology Advisory Group, LLC belong to?

Minus sign iconPlus sign iconTechnology Advisory Group, LLC operates in the Accounting industry.

What technology does Technology Advisory Group, LLC use?

Minus sign iconPlus sign iconTechnology Advisory Group, LLC's tech stack includes AdRoll, WordPress, Microsoft 365, Google Cloud, Google Analytics, Apache, Nginx and jQuery Waypoints.

What is Technology Advisory Group, LLC's email format?

Minus sign iconPlus sign iconTechnology Advisory Group, LLC's email format typically follows the pattern of FLast@techadvisorygroup.com. Find more Technology Advisory Group, LLC email formats with LeadIQ.
Technology Advisory Group, LLC logo

Technology Advisory Group, LLC

AccountingMinnesota, United States2-10 Employees

Technology Advisory Group, LLC is a Minnesota-based firm situated in St. Paul that concentrates on evaluating clients’ accounting processes and software to determine needs and implement appropriate accounting and business solutions. Its team, comprised of CPA professionals, leverages experience across accounting and information reporting systems to help clients improve efficiency, effectiveness, and profitability. The company serves organizations seeking guidance on optimizing their accounting workflows and technology, with services rooted in understanding a client’s business context. Positioned within the accounting industry, it emphasizes advisory support that bridges process assessment with practical software and workflow implementations.

Section iconCompany Overview

Phone number
+1-651-605-****
Website
techadvisorygroup.com
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
2-10

Section iconFunding & Financials

  • $25M - $50M

    Technology Advisory Group, LLC's revenue is estimated to be in the range of $25M - $50M

Company Leadership

  • Office Manager at Technology Advisory Group, LLC
    J. D.
    Office Manager
    Mobile Phone
  • Principal at Technology Advisory Group, LLC
    T. Z.
    Principal
    Mobile Phone
  • Staff Consultant at Technology Advisory Group, LLC
    M. M.
    Staff Consultant
    Mobile Phone
  • Cpa, Consultant, Accountant at Technology Advisory Group, LLC
    A. M.
    Cpa, Consultant, Accountant
    Mobile Phone
  • Sales And Marketing Technology Specialist at Technology Advisory Group, LLC
    T. K.
    Sales And Marketing Technology Specialist
    Mobile Phone

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