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Insights

Growth potential Mid-market accounting firm with revenue in the 10-25M range and a client-centric model, presenting opportunities to upsell advisory, tax optimization, and profit growth services to business clients seeking strategic financial guidance.

Tech-enabled efficiency Adoption of modern tech stack (Microsoft 365, Google Cloud, WordPress, Shopify, iCIMS, analytics tools) suggests openness to digital transformation projects, including cloud adoption, data analytics, workflow automation, and cybersecurity enhancements for clients.

Personalized service Emphasis on being the client’s sole focus and providing tailored, forward-looking strategy indicates a fertile ground for relationship-based selling, higher-touch managed services, and CFO/Controller as a Service offerings.

Scale and partnerships Comparable mid-market peers show a large competitive landscape; Dunham can pursue alliances for cross-sell with payroll, audit, and consulting services, targeting growth-stage companies needing comprehensive financial support.

Market positioning Revenue scale and growth potential position the firm for targeted outreach to mid-market segments; identify industries with tax optimization and profit improvement needs to expand both new client acquisition and expanded services.

Similar companies to Dunham Associates CPAs, Inc.

Dunham Associates CPAs, Inc. Tech Stack

Dunham Associates CPAs, Inc. uses 8 technology products and services including iCIMS, WordPress, Shopify, and more. Explore Dunham Associates CPAs, Inc.'s tech stack below.

Dunham Associates CPAs, Inc.'s Email Address Formats

Dunham Associates CPAs, Inc. uses at least 3 email formats:
Dunham Associates CPAs, Inc. Email FormatsExamplePercentage
First@dunhamcpas.comJohn@dunhamcpas.com
90%
FLast@dunhamcpas.comJDoe@dunhamcpas.com
5%
Last@dunhamcpas.comDoe@dunhamcpas.com
5%

Frequently Asked Questions

What is Dunham Associates CPAs, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact Dunham Associates CPAs, Inc.'s main corporate office by phone at
+1-408-260-****
. 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 Dunham Associates CPAs, Inc.'s official website and social media links?

Minus sign iconPlus sign iconDunham Associates CPAs, Inc.'s official website is dunhamcpas.com and has social profiles on LinkedIn.

How much revenue does Dunham Associates CPAs, Inc. generate?

Minus sign iconPlus sign icon As of August 2026, Dunham Associates CPAs, Inc.'s annual revenue is estimated to be $10M - $25M.

What is Dunham Associates CPAs, Inc.'s SIC code and NAICS code?

Minus sign iconPlus sign iconDunham Associates CPAs, Inc.'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 Dunham Associates CPAs, Inc. have currently?

Minus sign iconPlus sign iconAs of August 2026, Dunham Associates CPAs, Inc. has approximately 13 employees across 1 continents, including North America. Key team members include Managing Partner: R. R., Managing Partner: T. N. and Network Systems Manager: D. F. Explore Dunham Associates CPAs, Inc.'s employee directory with LeadIQ.

What industry does Dunham Associates CPAs, Inc. belong to?

Minus sign iconPlus sign iconDunham Associates CPAs, Inc. operates in the Accounting industry.

What technology does Dunham Associates CPAs, Inc. use?

Minus sign iconPlus sign iconDunham Associates CPAs, Inc.'s tech stack includes iCIMS, WordPress, Shopify, Microsoft 365, Google Cloud, WP Engine, Google Tag Manager and Piwik PRO Core.

What is Dunham Associates CPAs, Inc.'s email format?

Minus sign iconPlus sign iconDunham Associates CPAs, Inc.'s email format typically follows the pattern of First@dunhamcpas.com. Find more Dunham Associates CPAs, Inc. email formats with LeadIQ.

When was Dunham Associates CPAs, Inc. founded?

Minus sign iconPlus sign iconDunham Associates CPAs, Inc. was founded in 1996.
Dunham Associates CPAs, Inc. logo

Dunham Associates CPAs, Inc.

AccountingCalifornia, United States11-50 Employees

Dunham Associates CPAs, Inc. is an accounting firm based in San Jose, California. It serves both individuals and business clients, handling engagements that range from straightforward to highly complex. The firm emphasizes tailoring its work to each client's needs and providing practical, forward-looking guidance.

For business clients, the firm aims to boost profits while lowering taxes through careful planning and strategic advice. It combines personal attention with professional accounting expertise to address a broad set of client situations.

Section iconCompany Overview

Phone number
+1-408-260-****
Website
dunhamcpas.com
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1996
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Dunham Associates CPAs, Inc.'s revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Managing Partner at Dunham Associates CPAs, Inc.
    R. R.
    Managing Partner
    Mobile Phone
  • Managing Partner at Dunham Associates CPAs, Inc.
    T. N.
    Managing Partner
    Mobile Phone
  • Network Systems Manager at Dunham Associates CPAs, Inc.
    D. F.
    Network Systems Manager
    Mobile Phone
  • Accountant at Dunham Associates CPAs, Inc.
    R. B.
    Accountant
    Mobile Phone

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