Insights

Personalized Service Small firm with 11-50 employees and a claim of high-touch, customized service presents an opportunity to position upsell of advisory services like fractional CFO, budgeting, and cash flow forecasting to growth-focused middle market clients.

Industry Breadth Diverse client base across manufacturing, distribution, professional practices, real estate, software, retail, and high net worth individuals suggests cross-sell potential for sector-specific tax planning, audits, and advisory packages tailored to each vertical.

Referral Network Strong network of attorneys, investment advisors, insurance professionals, retirement specialists, and bankers can be leveraged to establish collaborative revenue opportunities such as joint service offerings and preferred partner programs.

Tech Stack Utilizes QuickBooks, Google Cloud, WordPress and security tools, indicating potential for digital modernization services, cloud-based advisory platforms, and data migration or integration projects for clients.

Growth Readiness Revenue in the 1M–10M range and a clearly client-centric model imply readiness for scalable services like outsourced accounting, payroll, internal controls reviews, and succession planning for transitioning business owners.

Similar companies to BloomSchon CPAs LLC

BloomSchon CPAs LLC Tech Stack

BloomSchon CPAs LLC uses 8 technology products and services including QuickBooks, WordPress, Barracuda Email Protection, and more. Explore BloomSchon CPAs LLC's tech stack below.

BloomSchon CPAs LLC's Email Address Formats

BloomSchon CPAs LLC uses at least 4 email formats:
BloomSchon CPAs LLC Email FormatsExamplePercentage
First.Last@katzbloomcpa.comJohn.Doe@katzbloomcpa.com
67%
First@katzbloomcpa.comJohn@katzbloomcpa.com
33%
First.Last@bloomschoncpas.comJohn.Doe@bloomschoncpas.com
53%
First@bloomschoncpas.comJohn@bloomschoncpas.com
47%

Frequently Asked Questions

What is BloomSchon CPAs LLC's phone number?

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You can contact BloomSchon CPAs LLC'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 BloomSchon CPAs LLC's official website and social media links?

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BloomSchon CPAs LLC's official website is bloomschoncpas.com and has social profiles on LinkedIn.

How much revenue does BloomSchon CPAs LLC generate?

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As of October 2026, BloomSchon CPAs LLC's annual revenue is estimated to be $1M - $10M.

What is BloomSchon CPAs LLC's NAICS code?

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BloomSchon CPAs LLC's NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does BloomSchon CPAs LLC have currently?

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As of October 2026, BloomSchon CPAs LLC has approximately 12 employees across 1 continents, including North America. Key team members include Owner: C. S. and Owner: L. B. C. C. Explore BloomSchon CPAs LLC's employee directory with LeadIQ.

What industry does BloomSchon CPAs LLC belong to?

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BloomSchon CPAs LLC operates in the Accounting industry.

What technology does BloomSchon CPAs LLC use?

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BloomSchon CPAs LLC's tech stack includes QuickBooks, WordPress, Barracuda Email Protection, Google Cloud, Really Simple Discovery, WordPress Block Editor, SiteGround and GoDaddy.

What is BloomSchon CPAs LLC's email format?

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BloomSchon CPAs LLC's email format typically follows the pattern of First.Last@katzbloomcpa.com. Find more BloomSchon CPAs LLC email formats with LeadIQ.

When was BloomSchon CPAs LLC founded?

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BloomSchon CPAs LLC was founded in 1995.
BloomSchon CPAs LLC logo

BloomSchon CPAs LLC

AccountingNew York, United States11-50 Employees

BloomSchon CPAs LLC is a small, full-service accounting firm based in Jericho, New York, offering accounting and auditing, tax, and business advisory services to privately held companies and high net worth individuals. The firm serves a diverse mix of clients, including small businesses and middle-market companies across industries such as manufacturing, distribution, professional practices in medicine and law, real estate, software development, retail, and other entrepreneurial ventures, aiming to help them start, grow, manage, build, protect, and transition wealth. As a member-driven practice, BloomSchon emphasizes close client relationships and personalized service, with frequent direct contact between clients and the firm’s principals. Each member has cultivated a broad network of professional connections—attorneys, investment and retirement specialists, insurance professionals, and bankers—available to refer clients to when needed. The company positions itself within the accounting industry by focusing on highly personalized, relationship-driven service, leveraging its small size to provide a level of attention that contrasts with larger firms. The firm’s location is in the New York region, and it operates as a small firm devoted to servicing privately held and high-net-worth clientele through a comprehensive suite of accounting, tax, audit, and advisory offerings.

Section iconCompany Overview

Phone number
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1995
Employees
11-50

Section iconFunding & Financials

  • $1M - $10M

    BloomSchon CPAs LLC's revenue is estimated to be in the range of $1M - $10M

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