Insights

Strategic Firm Access The CPA Exchange has established strategic relationships with top US accounting and audit firms, including Top 100 firms, presenting a strong channel for referrals and partnerships that can be leveraged to cross-sell advisory or specialized accounting services.

Free Consulting Value Services are provided free of charge to clients, which lowers barriers to engagement and creates a compelling value proposition for prospects considering outsourcing or firm selection.

Targeted Firm Matching The company emphasizes tailoring firm recommendations to client needs based on industry, engagement type, fees, and cultural fit, signaling opportunities to sell premium, client-specific engagements through improved match quality.

Tech Stack Enablement Utilizes a modern tech stack (Google Cloud, CDN, Analytics, consent management, and collaboration tools) which can be leveraged in outreach to highlight a tech-forward, scalable approach appealing to growth-minded clients.

Revenue Range Signals Market Reported revenue range suggests mid-market focus with potential for growth-stage firms, presenting opportunities to upsell advisory, governance, or process optimization services to align with scaling client needs.

Similar companies to The CPA Exchange, Inc.

The CPA Exchange, Inc. Tech Stack

The CPA Exchange, Inc. uses 8 technology products and services including Consentmanager.net, Module Federation, Register.com, and more. Explore The CPA Exchange, Inc.'s tech stack below.

  • Consentmanager.net
    Consent Management
  • Module Federation
    Development
  • Register.com
    Domain Name Services
  • Infrastructure As A Service
  • PHP
    Programming Languages
  • YouTube
    Video Players
  • Apache
    Web Servers

The CPA Exchange, Inc.'s Email Address Formats

The CPA Exchange, Inc. uses at least 2 email formats:
The CPA Exchange, Inc. Email FormatsExamplePercentage
FLast@thecpaexchange.comJDoe@thecpaexchange.com
50%
First.Last@thecpaexchange.comJohn.Doe@thecpaexchange.com
50%

Frequently Asked Questions

What is The CPA Exchange, Inc.'s phone number?

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You can contact The CPA Exchange, 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 The CPA Exchange, Inc.'s official website and social media links?

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The CPA Exchange, Inc.'s official website is thecpaexchange.com and has social profiles on LinkedIn.

How much revenue does The CPA Exchange, Inc. generate?

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As of July 2026, The CPA Exchange, Inc.'s annual revenue is estimated to be $1M - $10M.

What is The CPA Exchange, Inc.'s SIC code and NAICS code?

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The CPA Exchange, Inc.'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 The CPA Exchange, Inc. have currently?

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As of July 2026, The CPA Exchange, Inc. has approximately 1 employees across 1 continents, including North America. Key team members include Administrator: M. W. Explore The CPA Exchange, Inc.'s employee directory with LeadIQ.

What industry does The CPA Exchange, Inc. belong to?

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The CPA Exchange, Inc. operates in the Accounting industry.

What technology does The CPA Exchange, Inc. use?

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The CPA Exchange, Inc.'s tech stack includes Consentmanager.net, Module Federation, Register.com, Microsoft 365, Google Cloud, PHP, YouTube and Apache.

What is The CPA Exchange, Inc.'s email format?

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The CPA Exchange, Inc.'s email format typically follows the pattern of FLast@thecpaexchange.com. Find more The CPA Exchange, Inc. email formats with LeadIQ.
The CPA Exchange, Inc. logo

The CPA Exchange, Inc.

AccountingIllinois, United States0-1 Employees

The CPA Exchange, Inc. acts as an intermediary in the accounting field, helping companies locate accounting and audit firms across the United States. It has cultivated strategic relationships with a nationwide network of firms, including many among the Top 100 Firms, to identify options that fit a client's specific engagement requirements. During a consultation, it presents firms judged best suited to manage the engagement, taking into account factors such as fees, industry experience, and cultural alignment.

The company offers its services at no charge to companies and businesses and positions itself as a knowledge resource for the public accounting profession and its clients. Based in Lincolnshire, Illinois, it operates with a small team and focuses on aligning client requirements with appropriate accounting firms rather than marketing its own offerings.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
0-1

Section iconFunding & Financials

  • $1M - $10M

    The CPA Exchange, Inc.'s revenue is estimated to be in the range of $1M - $10M

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