Insights

Growth Opportunities Target mid‑sized CPA firms seeking growth and succession planning; position Accountants Advisory Group as a partner for mergers and acquisitions, private equity advisory, and strategic planning to help firms scale and transition leadership.

Private Equity Alignment Highlight services in private equity advisory and profitability enhancement to attract CPA firms considering PE-backed expansions or exit strategies, leveraging their experience in partner compensation and performance management.

Marketing Advantage Offer specialized marketing and lead generation programs, including cannabis and hemp industry focus, to CPA firms aiming to diversify client bases and boost new revenue streams.

Firm Leadership Promote executive advisory offerings such as partner retreat facilitation, succession planning, and partner performance frameworks to help firms optimize governance and succession readiness.

Tech & Data Leverage analytics and digital presence improvements using their tech stack (WordPress, Google Analytics, GTM) to propose client engagement enhancements, website optimization, and measurable marketing ROI.

Accountants Advisory Group, LLC - CPA Firm Consultants Tech Stack

Accountants Advisory Group, LLC - CPA Firm Consultants uses 8 technology products and services including Smartlook, WordPress, Squarespace, and more. Explore Accountants Advisory Group, LLC - CPA Firm Consultants's tech stack below.

Smartlook

Analytics

WordPress

Content Management System

Squarespace

Content Management System

Open Graph

Content Management System

jQuery Migrate

Javascript Libraries

reCAPTCHA

Security

Google Tag Manager

Tag Management

Google Analytics

Web Analytics

Accountants Advisory Group, LLC - CPA Firm Consultants Email Formats	Example	Percentage
First@accountantsadvisory.com	John@accountantsadvisory.com	100%

Accountants Advisory Group, LLC - CPA Firm Consultants Email Formats

Example

Percentage

First@accountantsadvisory.com

John@accountantsadvisory.com

100%

Frequently Asked Questions

Where is Accountants Advisory Group, LLC - CPA Firm Consultants's headquarters located?

Accountants Advisory Group, LLC - CPA Firm Consultants's main headquarters is located at 116 Lane Gate Road Cold Spring, New York 10516 United States. The company has employees across 1 continents, including North America.

What is Accountants Advisory Group, LLC - CPA Firm Consultants's phone number?

You can contact Accountants Advisory Group, LLC - CPA Firm Consultants's main corporate office by phone at

+1-845-265-****

. 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 Accountants Advisory Group, LLC - CPA Firm Consultants's official website and social media links?

Accountants Advisory Group, LLC - CPA Firm Consultants's official website is accountantsadvisory.com and has social profiles on LinkedIn.

What is Accountants Advisory Group, LLC - CPA Firm Consultants's SIC code NAICS code?

Accountants Advisory Group, LLC - CPA Firm Consultants'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 Accountants Advisory Group, LLC - CPA Firm Consultants have currently?

As of July 2026, Accountants Advisory Group, LLC - CPA Firm Consultants has approximately 3 employees across 1 continents, including North America. Key team members include Chief Executive Officer And Senior Consultant: J. T.President, Senior Consultant, Marketing & Business Development: N. D.Marketing Director Digital Marketing & Social Media: S. C.. Explore Accountants Advisory Group, LLC - CPA Firm Consultants's employee directory with LeadIQ.

What industry does Accountants Advisory Group, LLC - CPA Firm Consultants belong to?

Accountants Advisory Group, LLC - CPA Firm Consultants operates in the Accounting industry.

What technology does Accountants Advisory Group, LLC - CPA Firm Consultants use?

Accountants Advisory Group, LLC - CPA Firm Consultants's tech stack includes SmartlookWordPressSquarespaceOpen GraphjQuery MigratereCAPTCHAGoogle Tag ManagerGoogle Analytics.

What is Accountants Advisory Group, LLC - CPA Firm Consultants's email format?

Accountants Advisory Group, LLC - CPA Firm Consultants's email format typically follows the pattern of First@accountantsadvisory.com. Find more Accountants Advisory Group, LLC - CPA Firm Consultants email formats with LeadIQ.

Accountants Advisory Group, LLC - CPA Firm Consultants

Q: What is Accountants Advisory Group, LLC - CPA Firm Consultants's NAICS code?

Accountants Advisory Group, LLC - CPA Firm Consultants's NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingNew York, United States2-10 Employees

Accountants Advisory Group, LLC is a small professional services firm based in Cold Spring, New York, offering advisory services to public accounting practices. Its scope includes mergers and acquisitions, private equity advisory, succession planning, partner retreat facilitation, and guidance on compensation, performance management, and other aspects of firm governance, as well as marketing and lead-generation support. The firm draws on practical CPA firm management experience to help clients tackle strategic and operational challenges and pursue growth.

Its clients are public accounting firms seeking growth, smoother succession, profitability improvements, and more effective marketing and talent recruitment. The company positions itself as practitioner-oriented, delivering tailored advisory services across practice management, partnerships, and growth initiatives. In February 2024, the firm announced the appointment of Gladeys Jill A. Santos as President of the Association of CPAs in Public Practice and noted her subsequent membership in IFAC PAODAG.

Insights

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