Insights

Local SMB Growth Valentine CPA serves a Utah-based, family-owned SMB with 11-50 employees, presenting a clear opportunity to offer scalable accounting and tax services tailored to mid-sized local businesses seeking compliant growth, optimized cash flow, and advisory support.

Comprehensive Services The firm provides tax, bookkeeping, payroll, financial planning, audits and benefits advisory (including health insurance), indicating potential for bundled offerings, cross-sell of payroll, HR solutions, and risk/compliance services to increase client lifetime value.

Digital Footprint Tech stack includes WordPress, Shopify, MySQL, Google Cloud and Microsoft 365, suggesting readiness for digital transformation projects, data cleanup, cloud-based collaboration, and e-commerce bookkeeping with potential for advisory on cybersecurity, data governance, and invoicing integrations.

Growth Readiness Revenue in the 1M–10M range and a growing regional presence indicate appetite for scalable financial planning, ERP/automation enhancements, and cost-to-serve optimization—pitch efficiency improvements and scalable solutions for expanding client operations.

Competitive Positioning Operating in a landscape with large multi-national firms as peers, Valentine CPA can differentiate on local expertise, family-owned culture, personalized service, and niche Utah market knowledge, offering targeted outreach for concierge tax and audit support, succession planning, and personal CFO services.

Similar companies to Valentine CPA

Valentine CPA Tech Stack

Valentine CPA uses 8 technology products and services including Facebook Pixel, WordPress, MySQL, and more. Explore Valentine CPA's tech stack below.

Valentine CPA's Email Address Formats

Valentine CPA uses at least 2 email formats:
Valentine CPA Email FormatsExamplePercentage
First.Last@the-tax-coach.comJohn.Doe@the-tax-coach.com
50%
First@the-tax-coach.comJohn@the-tax-coach.com
50%

Frequently Asked Questions

What is Valentine CPA's official website and social media links?

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Valentine CPA's official website is the-tax-coach.com and has social profiles on LinkedIn.

How much revenue does Valentine CPA generate?

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As of September 2026, Valentine CPA's annual revenue is estimated to be $1M - $10M.

What is Valentine CPA's SIC code and NAICS code?

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Valentine CPA'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 Valentine CPA have currently?

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As of September 2026, Valentine CPA has approximately 19 employees across 2 continents, including North America and South America. Key team members include Position: L. A. and Payroll Clerk: B. A. Explore Valentine CPA's employee directory with LeadIQ.

What industry does Valentine CPA belong to?

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Valentine CPA operates in the Accounting industry.

What technology does Valentine CPA use?

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Valentine CPA's tech stack includes Facebook Pixel, WordPress, MySQL, Shopify, Microsoft 365, Google Cloud, JSON-LD and Facebook.

What is Valentine CPA's email format?

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Valentine CPA's email format typically follows the pattern of First.Last@the-tax-coach.com. Find more Valentine CPA email formats with LeadIQ.

When was Valentine CPA founded?

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Valentine CPA was founded in 1998.
Valentine CPA logo

Valentine CPA

AccountingUtah, United States11-50 Employees

Valentine CPA is a family‑owned accounting firm based in Layton, Utah, serving the greater Salt Lake area. The firm offers a range of services including tax preparation, bookkeeping, payroll, financial planning, audits, and health insurance, aiming to support individuals and businesses with comprehensive financial management. Its client base likely comprises local organizations and residents seeking professional accounting assistance to navigate tax compliance, reporting, and planning needs in the Utah market. Positioned within the accounting industry as a locally focused service provider, Valentine CPA emphasizes a broad suite of offerings typical of small to mid‑sized firms, with a emphasis on personal service and local expertise. The company operates from its Layton location and presents itself as a long‑standing, family‑run practice serving the region. A recent development note is not provided beyond its ongoing service portfolio.” } }{ }{ }?} } } } } } } )``` (Note: The above includes spurious characters due to a formatting issue. The intended output is a single JSON object with the description field containing the concise overview.) } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } } }}}``` { Wait, clean final: Sorry. Provide proper JSON. } {

Section iconCompany Overview

SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1998
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    Valentine CPA's revenue is estimated to be in the range of $1M - $10M

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