Insights

Client Focus Target closely held businesses in need of ongoing financial partnerships, offering services from tax planning to acting CFO support to deepen client relationships and create recurring revenue.

Expansion Potential Leverage their described service mix to propose bundled engagements that expand from tax and compliance into business consulting, cash flow forecasting, and strategic planning for growth-focused clients.

Tech Advantage Emphasize the use of accounting and collaboration tools like QuickBooks and Microsoft 365 to streamline onboarding, reporting, and client communication, presenting efficient delivery as a differentiator.

Revenue Upsell Position as a trusted financial partner capable of offering estate planning, retirement options, stock plan guidance, and pre-transaction advisory for mergers, acquisitions, or divestitures to unlock higher-value engagements.

Market Niche Align with small to mid-sized businesses seeking tailored, intimate advisory relationships, and target sectors with high tax complexity and regulatory needs where outsourced accounting and audits are valued.

Similar companies to Elsberg & Garrett, LLP

Elsberg & Garrett, LLP Tech Stack

Elsberg & Garrett, LLP uses 8 technology products and services including QuickBooks, SuperStats, Network Solutions, and more. Explore Elsberg & Garrett, LLP's tech stack below.

  • Accounting And Finance
  • SuperStats
    Analytics
  • Network Solutions
    Domain Name Services
  • HSTS
    Security
  • X-XSS-Protection
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • OpenResty
    Web Servers

Elsberg & Garrett, LLP's Email Address Formats

Elsberg & Garrett, LLP uses at least 1 email format:
Elsberg & Garrett, LLP Email FormatsExamplePercentage
First@elsberg.comJohn@elsberg.com
100%

Frequently Asked Questions

What is Elsberg & Garrett, LLP's phone number?

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You can contact Elsberg & Garrett, LLP'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 Elsberg & Garrett, LLP's official website and social media links?

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Elsberg & Garrett, LLP's official website is elsberg.com and has social profiles on LinkedIn.

How much revenue does Elsberg & Garrett, LLP generate?

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As of August 2026, Elsberg & Garrett, LLP's annual revenue is estimated to be $1M - $10M.

What is Elsberg & Garrett, LLP's SIC code and NAICS code?

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Elsberg & Garrett, LLP'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 Elsberg & Garrett, LLP have currently?

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As of August 2026, Elsberg & Garrett, LLP has approximately 5 employees across 1 continents, including North America. Key team members include Administrative Specialist: A. Y. Explore Elsberg & Garrett, LLP's employee directory with LeadIQ.

What industry does Elsberg & Garrett, LLP belong to?

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Elsberg & Garrett, LLP operates in the Accounting industry.

What technology does Elsberg & Garrett, LLP use?

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Elsberg & Garrett, LLP's tech stack includes QuickBooks, SuperStats, Network Solutions, Microsoft 365, HSTS, X-XSS-Protection, X-Content-Type-Options and OpenResty.

What is Elsberg & Garrett, LLP's email format?

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Elsberg & Garrett, LLP's email format typically follows the pattern of First@elsberg.com. Find more Elsberg & Garrett, LLP email formats with LeadIQ.
Elsberg & Garrett, LLP logo

Elsberg & Garrett, LLP

AccountingCalifornia, United States2-10 Employees

Elsberg & Garrett, LLP is a small accounting practice based in Walnut Creek, California, that serves closely held businesses and other clients by providing a sustained financial partnership. The firm adapts its level of involvement to client needs, ranging from annual tax preparation to ongoing business advisory work and even CFO-like support when required. Its services are organized into three main areas: Accounting/Tax Services, Individual Consulting, and Business Consulting.

Within Accounting/Tax Services, the firm handles tax planning and preparation for individuals and entities, representation in audits, financial statement work, and assistance with implementing accounting systems. Individual Consulting covers estate and trust planning, retirement planning options, and decisions around stock options, while Business Consulting addresses activities such as buying and selling, startups, entity selection, financial forecasts, cash flow and budgeting, and payroll and sales tax. The company is based in Walnut Creek, California, and maintains information online at elsberg.com.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Elsberg & Garrett, LLP's revenue is estimated to be in the range of $1M - $10M

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