Insights

Growth opportunities Mid-market to small-to-medium business focus with revenues up to $2B presents opportunities for tax planning, multi-state compliance, and business advisory services as clients scale.

Industry expansion Strong current client base in restaurant/retail, real estate, and healthcare signals cross-sell potential to firms within those industries, especially for tax planning, M&A support, and accounting for income taxes.

Value proposition Positioning as a forward-looking advisory firm rather than historical reporting opens doors for financial planning, strategic tax structuring, and succession planning conversations with growth-minded clients.

Technology leverage Utilization of QuickBooks, Google Workspace, and cloud platforms suggests opportunity to offer scalable bookkeeping, cloud-based reporting, and integrated financial intelligence for clients seeking modern tech-enabled services.

Expansion readiness Revenue range and staff size imply capacity to onboard firms seeking outsourced accounting, tax compliance, and advisory support during growth phases, mergers, or multi-state operations.

Similar companies to Halverson & Company, Certified Public Accountants

Halverson & Company, Certified Public Accountants Tech Stack

Halverson & Company, Certified Public Accountants uses 8 technology products and services including UserWay, QuickBooks, Wix, and more. Explore Halverson & Company, Certified Public Accountants's tech stack below.

Halverson & Company, Certified Public Accountants's Email Address Formats

Halverson & Company, Certified Public Accountants uses at least 2 email formats:
Halverson & Company, Certified Public Accountants Email FormatsExamplePercentage
FirstL@halversoncpa.comJohnD@halversoncpa.com
79%
First.Last@halversoncpa.comJohn.Doe@halversoncpa.com
21%

Frequently Asked Questions

What is Halverson & Company, Certified Public Accountants's phone number?

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You can contact Halverson & Company, Certified Public Accountants'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 Halverson & Company, Certified Public Accountants's official website and social media links?

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Halverson & Company, Certified Public Accountants's official website is halversoncpa.com and has social profiles on LinkedIn.

How much revenue does Halverson & Company, Certified Public Accountants generate?

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As of September 2026, Halverson & Company, Certified Public Accountants's annual revenue is estimated to be $10M - $25M.

What is Halverson & Company, Certified Public Accountants's SIC code and NAICS code?

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Halverson & Company, Certified Public Accountants'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 Halverson & Company, Certified Public Accountants have currently?

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As of September 2026, Halverson & Company, Certified Public Accountants has approximately 25 employees across 1 continents, including North America. Key team members include Chief Financial Officer: R. R., Office Manager: M. B. and Staff Accountant: C. B. Explore Halverson & Company, Certified Public Accountants's employee directory with LeadIQ.

What industry does Halverson & Company, Certified Public Accountants belong to?

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Halverson & Company, Certified Public Accountants operates in the Accounting industry.

What technology does Halverson & Company, Certified Public Accountants use?

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Halverson & Company, Certified Public Accountants's tech stack includes UserWay, QuickBooks, Wix, WordPress, Wix eCommerce, Google Workspace, Google Cloud and Sentry.

What is Halverson & Company, Certified Public Accountants's email format?

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Halverson & Company, Certified Public Accountants's email format typically follows the pattern of FirstL@halversoncpa.com. Find more Halverson & Company, Certified Public Accountants email formats with LeadIQ.

When was Halverson & Company, Certified Public Accountants founded?

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Halverson & Company, Certified Public Accountants was founded in 1997.
Halverson & Company, Certified Public Accountants logo

Halverson & Company, Certified Public Accountants

AccountingCalifornia, United States11-50 Employees

Halverson & Company, Certified Public Accountants is a professional accounting practice based in Encinitas, California. The firm offers tax compliance, planning, consulting, accounting, and business advisory services to a diverse set of clients, including closely held small businesses and larger entities, with a notable focus on industries such as restaurants/retail, real estate, and healthcare. Its approach emphasizes forward-looking financial guidance, serving as a sounding board and trusted advisor to help clients navigate their business and personal financial objectives. The firm operates within the accounting industry and maintains a scale consistent with a mid-sized practice, supported by a team of professionals dedicated to delivering comprehensive financial services and multi-state tax engagements. Recent activity includes expanding advisory services related to tax entity selection, transaction structuring, and merger and acquisition consulting, reflecting a broader scope of business advisory offerings from Encinitas-based professionals.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1997
Employees
11-50

Section iconFunding & Financials

  • $10M - $25M

    Halverson & Company, Certified Public Accountants's revenue is estimated to be in the range of $10M - $25M

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