Insights

Client advocacy AKA emphasizes a partnership approach and financial advocacy beyond tax preparation, signaling opportunities to position expanded advisory services such as wealth management, profitability optimization, and holistic financial planning for clients.

Personalized service The firm highlights close, personal attention and access to advanced training and technology, suggesting upsell potential for premium advisory packages, dedicated client managers, and tailored controllership or CFO services.

Work-life commitment A strong focus on work-life balance and independent project execution indicates potential for scalable consulting engagements, remote/hybrid delivery models, and flexible staffing solutions to meet client needs efficiently.

Tech-forward Investment in state-of-the-art technology and modern tools points to opportunities to offer technology integration, ERP or financial systems optimization, data analytics, and dashboards that drive client profitability.

Financial scale With annual revenue in the mid-range and a mid-sized employee base, there is room to target mid-market businesses needing outsourced accounting, fractional CFO services, and strategic financial planning to support growth and cost control.

AKA Advisory, LLC Tech Stack

AKA Advisory, LLC uses 8 technology products and services including Quickbooks Online, Matomo, Amazon Web Services, and more. Explore AKA Advisory, LLC's tech stack below.

Quickbooks Online

Accounting

Matomo

Analytics

Amazon Web Services

Cloud Hosting

jsDelivr

Content Delivery Network

Mailchimp

Microsoft 365

AOS

Javascript Libraries

Piwik PRO Core

Web Analytics

AKA Advisory, LLC Email Formats	Example	Percentage
FLast@aka-cpa.com	JDoe@aka-cpa.com	92%
Last@aka-cpa.com	Doe@aka-cpa.com	8%
FLast@aka.cpa	JDoe@aka.cpa	100%

AKA Advisory, LLC Email Formats

Example

Percentage

FLast@aka-cpa.com

JDoe@aka-cpa.com

92%

Last@aka-cpa.com

Doe@aka-cpa.com

FLast@aka.cpa

JDoe@aka.cpa

100%

Frequently Asked Questions

What is AKA Advisory, LLC's phone number?

You can contact AKA Advisory, LLC's main corporate office by phone at

+1-302-230-****

. 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 AKA Advisory, LLC's official website and social media links?

AKA Advisory, LLC's official website is www.aka.cpa and has social profiles on LinkedIn.

How much revenue does AKA Advisory, LLC generate?

As of August 2026, AKA Advisory, LLC's annual revenue is estimated to be $25M - $50M.

What is AKA Advisory, LLC's SIC code and NAICS code?

AKA Advisory, LLC'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 AKA Advisory, LLC have currently?

As of August 2026, AKA Advisory, LLC has approximately 32 employees across 1 continents, including North America. Key team members include Account Manager: C. U., Principal: I. K. and Admin Support: M. W. Explore AKA Advisory, LLC's employee directory with LeadIQ.

What industry does AKA Advisory, LLC belong to?

AKA Advisory, LLC operates in the Accounting industry.

What technology does AKA Advisory, LLC use?

AKA Advisory, LLC's tech stack includes Quickbooks Online, Matomo, Amazon Web Services, jsDelivr, Mailchimp, Microsoft 365, AOS and Piwik PRO Core.

What is AKA Advisory, LLC's email format?

AKA Advisory, LLC's email format typically follows the pattern of FLast@aka-cpa.com. Find more AKA Advisory, LLC email formats with LeadIQ.

When was AKA Advisory, LLC founded?

AKA Advisory, LLC was founded in 1998.

AKA Advisory, LLC

Q: What is AKA Advisory, LLC's official website and social media links?

AKA Advisory, LLC's official website is www.aka.cpa. AKA Advisory, LLC has social profiles on LinkedIn.

Q: How many employees does AKA Advisory, LLC have currently?

AKA Advisory, LLC has approximately 32 employees.

Q: What technology does AKA Advisory, LLC use?

AKA Advisory, LLC's tech stack includes Open Graph, Microsoft, QuickBooks Desktop, HTTP/3, OpenResty.

Q: What is AKA Advisory, LLC's NAICS code?

AKA Advisory, LLC's NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingDelaware, United States11-50 Employees

AKA Advisory, LLC operates in the accounting sector with a focus on providing comprehensive financial guidance to individuals and businesses. Rather than merely handling routine tax preparation, the firm emphasizes assessing clients’ overall financial positions and identifying strategies to increase net worth, improve profitability, and preserve wealth. Its approach centers on building close, long-term relationships and acting as a dedicated financial advocate for each client.

Based in Wilmington, Delaware, the firm emphasizes personalized service delivered by a team committed to ongoing education and professional development. It prioritizes work‑life balance for its staff while equipping them with up-to-date training and resources to tackle challenging projects, reflecting a professional culture that supports both client success and employee growth.

Insights

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