Insights

Growth recognition DMJ & Co. is repeatedly recognized as a Top 300 Firm by IPA and Forbes-listed recommendations, signaling a strong market position and credibility with prospective clients seeking experienced mid-market accounting support.

Acquisition history Past acquisition activity in wealth advisory suggests opportunities to cross-sell financial planning, investment advisory services, and integrated tax and accounting solutions to existing DMJ Wealth Advisors clients and their network.

Tech stack Adoption of cloud and digital accounting tools like QuickBooks Online, Sage Intacct, Xero, and modern collaboration and virtualization technologies indicates readiness for scalable cloud-based services, data migration projects, and cybersecurity offerings.

Mid-market focus Revenue and employee range position DMJ as a mid-sized firm with expansion potential in tax, audits, and monthly accounting for mid-market clients, presenting a target for scalable outsourced CFO, SOC, and process-improvement engagements.

Strategic partnerships Forrest Firm collaboration and ongoing industry recognition imply active business development and networking; leverage partnerships to offer bundled services, joint webinars, and referral programs to expand client acquisition.

Similar companies to William F. Roberson, CPA, PLLC

William F. Roberson, CPA, PLLC Tech Stack

William F. Roberson, CPA, PLLC uses 8 technology products and services including Quickbooks Online, Sage Intacct, Xero, and more. Explore William F. Roberson, CPA, PLLC's tech stack below.

Media & News

William F. Roberson, CPA, PLLC's Email Address Formats

William F. Roberson, CPA, PLLC uses at least 5 email formats:
William F. Roberson, CPA, PLLC Email FormatsExamplePercentage
First@robersoncpas.comJohn@robersoncpas.com
100%
FLast@dmj.comJDoe@dmj.com
59%
First@dmj.comJohn@dmj.com
16%
Last@dmj.comDoe@dmj.com
14%
First.Last@dmj.comJohn.Doe@dmj.com
11%

Frequently Asked Questions

What is William F. Roberson, CPA, PLLC's phone number?

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You can contact William F. Roberson, CPA, PLLC'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 William F. Roberson, CPA, PLLC's official website and social media links?

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William F. Roberson, CPA, PLLC's official website is dmj.com and has social profiles on LinkedIn.

How much revenue does William F. Roberson, CPA, PLLC generate?

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As of July 2026, William F. Roberson, CPA, PLLC's annual revenue is estimated to be $1M - $10M.

What is William F. Roberson, CPA, PLLC's SIC code and NAICS code?

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William F. Roberson, CPA, PLLC'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 William F. Roberson, CPA, PLLC have currently?

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As of July 2026, William F. Roberson, CPA, PLLC has approximately 51 employees across 2 continents, including North America and South America. Key team members include Owner: W. B., Partner: W. D. and Owner: W. N. Explore William F. Roberson, CPA, PLLC's employee directory with LeadIQ.

What industry does William F. Roberson, CPA, PLLC belong to?

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William F. Roberson, CPA, PLLC operates in the Accounting industry.

What technology does William F. Roberson, CPA, PLLC use?

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William F. Roberson, CPA, PLLC's tech stack includes Quickbooks Online, Sage Intacct, Xero, WordPress, jQuery UI, Snap.svg, Citrix and VMware.

What is William F. Roberson, CPA, PLLC's email format?

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William F. Roberson, CPA, PLLC's email format typically follows the pattern of First@robersoncpas.com. Find more William F. Roberson, CPA, PLLC email formats with LeadIQ.
William F. Roberson, CPA, PLLC logo

William F. Roberson, CPA, PLLC

AccountingNorth Carolina, United States51-200 Employees

William F. Roberson, CPA, PLLC operates in the accounting sector, offering core services such as taxation, monthly accounting, audits, reviews and compilations, estates and trusts work, and other special engagements. Based in Durham, North Carolina, the firm serves a diverse client base, including individuals and various entities, with a focus on providing accounting and advisory support across routine and complex financial needs. The organization positions itself as a professional services provider within the regional accounting landscape, aiming to address financial reporting, compliance, and tax-related requirements for its clients. Founded and operating in North Carolina, the practice serves a locality with a substantial presence in the accounting profession and has a stated emphasis on servicing a broad spectrum of client types through well-defined service categories. A notable development in its recent history includes a partnership arrangement reported in late 2021, where DMJ & Co. partnered with Forrest Firm to deliver accounting services to selected start-ups, illustrating collaboration within the industry and a commitment to supporting growing businesses.

Section iconCompany Overview

Phone number
Website
dmj.com
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
51-200

Section iconFunding & Financials

  • $1M - $10M

    William F. Roberson, CPA, PLLC's revenue is estimated to be in the range of $1M - $10M

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