Insights

High net worth focus Target financial services clients with complex estate and tax planning needs, including high net worth individuals and executives, leveraging CCG’s specialized services in estates, trusts, and sophisticated tax strategies.

Full service offerings Position as a one-stop firm for small businesses and freelancers seeking end-to-end support from monthly bookkeeping to mergers and acquisitions, cost segregation, and construction accounting to drive cross-sell opportunities.

Industry versatility Leverage experience across real estate, non-profits, and various ownership structures to win clients in adjacent industries by highlighting tailored tax planning and financial planning capabilities.

Technology enablement Emphasize modern tech stack and data-driven insights (AWS, analytics tools, WordPress, Microsoft 365) to reassure prospects about secure, scalable, and transparent client collaborations and reporting.

Regional growth Capitalize on the Naples and Fort Myers footprint to pursue local SMBs and high net worth individuals in Florida, offering expansion-friendly services like cash flow management and business financial planning.

CCG - Certified Public Accountants | Financial & Business Advisors Tech Stack

CCG - Certified Public Accountants | Financial & Business Advisors uses 8 technology products and services including UserWay, Matomo, Amazon Web Services, and more. Explore CCG - Certified Public Accountants | Financial & Business Advisors's tech stack below.

UserWay

Accessibility

Matomo

Analytics

Amazon Web Services

Cloud Hosting

Google Hosted Libraries

Content Delivery Network

WordPress

Content Management System

Microsoft 365

Piwik PRO Core

Web Analytics

Ionicons

Web Fonts

CCG - Certified Public Accountants \| Financial & Business Advisors Email Formats	Example	Percentage
FLast@ccgcpas.com	JDoe@ccgcpas.com	92%
First@ccgcpas.com	John@ccgcpas.com	8%

CCG - Certified Public Accountants | Financial & Business Advisors Email Formats

Example

Percentage

FLast@ccgcpas.com

JDoe@ccgcpas.com

92%

First@ccgcpas.com

John@ccgcpas.com

Frequently Asked Questions

What is CCG - Certified Public Accountants | Financial & Business Advisors's phone number?

You can contact CCG - Certified Public Accountants | Financial & Business Advisors's main corporate office by phone at

+1-239-992-****

. 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 CCG - Certified Public Accountants | Financial & Business Advisors's official website and social media links?

CCG - Certified Public Accountants | Financial & Business Advisors's official website is ccgcpas.com and has social profiles on LinkedIn.

How much revenue does CCG - Certified Public Accountants | Financial & Business Advisors generate?

As of August 2026, CCG - Certified Public Accountants | Financial & Business Advisors's annual revenue is estimated to be $10M - $25M.

What is CCG - Certified Public Accountants | Financial & Business Advisors's SIC code and NAICS code?

CCG - Certified Public Accountants | Financial & Business Advisors's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 52 - Finance and Insurance.

How many employees does CCG - Certified Public Accountants | Financial & Business Advisors have currently?

As of August 2026, CCG - Certified Public Accountants | Financial & Business Advisors has approximately 11 employees across 4 continents, including North America, Europe and Africa. Key team members include Deputy Manager: P. L., Cpa Principal: C. D. and Registered Nurse: C. M. Explore CCG - Certified Public Accountants | Financial & Business Advisors's employee directory with LeadIQ.

What industry does CCG - Certified Public Accountants | Financial & Business Advisors belong to?

CCG - Certified Public Accountants | Financial & Business Advisors operates in the Financial Services industry.

What technology does CCG - Certified Public Accountants | Financial & Business Advisors use?

CCG - Certified Public Accountants | Financial & Business Advisors's tech stack includes UserWay, Matomo, Amazon Web Services, Google Hosted Libraries, WordPress, Microsoft 365, Piwik PRO Core and Ionicons.

What is CCG - Certified Public Accountants | Financial & Business Advisors's email format?

CCG - Certified Public Accountants | Financial & Business Advisors's email format typically follows the pattern of FLast@ccgcpas.com. Find more CCG - Certified Public Accountants | Financial & Business Advisors email formats with LeadIQ.

When was CCG - Certified Public Accountants | Financial & Business Advisors founded?

CCG - Certified Public Accountants | Financial & Business Advisors was founded in 2016.

CCG - Certified Public Accountants | Financial & Business Advisors

Financial ServicesFlorida, United States11-50 Employees

CCG – Certified Public Accountants | Financial & Business Advisors is a Florida-based financial services firm offering comprehensive tax planning and accounting services. It serves high net worth individuals, small businesses, self-employed professionals, and freelancers across several specialized industries, collaborating with clients to help them understand their financial position and make informed decisions. The firm provides services that include estate planning, business and individual financial planning, bookkeeping and reporting, real estate taxation, tax filings for individuals and corporations, startups, estates and trust accounting, mergers and acquisitions, valuations, cost segregation studies, cash flow management, construction accounting, and non-profit accounting. The company is headquartered in Naples, Florida, at 1016 Collier Center Way, Suite #205. It has 11-50 employees and maintains contact channels in Naples (239-992-1973) and Fort Myers (239-274-8293).

Insights

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