Insights

Top Firm Status DMJ & Co. is repeatedly recognized as a Top 300 Firm by IPA and Forbes-listed Top Recommended firm, signaling strong market credibility and potential cross-sell opportunities to mid-market clients seeking established accounting partners.

Acquisition & Growth Historic growth activity includes the DMJ Wealth Advisors acquisition by Beacon Pointe, indicating potential opportunities to engage with clients undergoing transition, wealth management integrations, or related advisory services.

Wealth & Estates Core service areas include taxation, estates and trusts, and audits plus monthly accounting, presenting opportunities to expand trust administration, tax optimization, and ongoing assurance for high-net-worth individuals and family offices.

Emerging Partnerships Partnership with Forrest Firm to provide accounting services to start-ups suggests a pathway to target early-stage companies, CFO-as-a-service, and scalable accounting solutions for growth-focused clients.

Tech & Analytics Active use of standard tech stack including WordPress, Google Analytics, and PHP positions DMJ to offer data-driven reporting, digital transformation, and SMB-focused technology-enabled bookkeeping and advisory services.

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 2 format(s):
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 NAICS code?

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William F. Roberson, CPA, PLLC's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services 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 AmericaSouth America. Key team members include Owner: W. B.Partner: W. D.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 OnlineSage IntacctXeroWordPressjQuery UISnap.svgCitrixVMware.

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

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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