Insights

Niche Firm Scale Small CPA firm with 2-10 employees and annual revenue in the million-dollar range presents a solid target for scalable advisory services, cloud-based practice management, and niche compliance solutions to improve efficiency and margins.

Comprehensive Services Extensive service offerings from tax to estate planning and business consulting indicate cross-sell opportunities for payroll, retirement and succession planning, business valuations, and financial planning for small business clients.

Tech Stack Opportunity Current technologies include Windows Server and ASP.NET with basic web presence; introduce modern cloud accounting integrations, cybersecurity enhancements, client portal upgrades, and data analytics to attract tech-forward clients.

Growth Readiness Revenue size positions the firm for scalable partnerships, outsourcing arrangements, and white-label solutions with larger networks or regional firms seeking to augment tax and advisory capacity without headcount growth.

Competitive Positioning Similar firms in the market are much larger; highlight personalized service, family-office style planning, and flexible engagement models to win clients who value bespoke attention and cost-effective compliance.

Oatney & Associates CPA's, Inc. Tech Stack

Oatney & Associates CPA's, Inc. uses 8 technology products and services including Snowplow, MobX, Windows Server, and more. Explore Oatney & Associates CPA's, Inc.'s tech stack below.

  • Snowplow
    Analytics
  • MobX
    Javascript Libraries
  • Windows Server
    Operating Systems
  • MyWebsite
    Page Builders
  • reCAPTCHA
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • Microsoft ASP.NET
    Web Frameworks
  • FlexSlider
    Widgets

Oatney & Associates CPA's, Inc.'s Email Address Formats

Oatney & Associates CPA's, Inc. uses at least 1 format(s):
Oatney & Associates CPA's, Inc. Email FormatsExamplePercentage
FLast@oatneycpa.comJDoe@oatneycpa.com
100%

Frequently Asked Questions

What is Oatney & Associates CPA's, Inc.'s phone number?

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You can contact Oatney & Associates CPA's, Inc.'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 Oatney & Associates CPA's, Inc.'s official website and social media links?

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Oatney & Associates CPA's, Inc.'s official website is oatneycpa.com and has social profiles on LinkedIn.

How much revenue does Oatney & Associates CPA's, Inc. generate?

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As of July 2026, Oatney & Associates CPA's, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Oatney & Associates CPA's, Inc.'s SIC code NAICS code?

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Oatney & Associates CPA's, Inc.'s SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Oatney & Associates CPA's, Inc. have currently?

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As of July 2026, Oatney & Associates CPA's, Inc. has approximately 6 employees across 1 continents, including North America. Key team members include Principal: B. O.Certified Public Accountant: T. K.. Explore Oatney & Associates CPA's, Inc.'s employee directory with LeadIQ.

What industry does Oatney & Associates CPA's, Inc. belong to?

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Oatney & Associates CPA's, Inc. operates in the Accounting industry.

What technology does Oatney & Associates CPA's, Inc. use?

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Oatney & Associates CPA's, Inc.'s tech stack includes SnowplowMobXWindows ServerMyWebsitereCAPTCHAX-Content-Type-OptionsMicrosoft ASP.NETFlexSlider.

What is Oatney & Associates CPA's, Inc.'s email format?

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Oatney & Associates CPA's, Inc.'s email format typically follows the pattern of FLast@oatneycpa.com. Find more Oatney & Associates CPA's, Inc. email formats with LeadIQ.

When was Oatney & Associates CPA's, Inc. founded?

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Oatney & Associates CPA's, Inc. was founded in 1974.
Oatney & Associates CPA's, Inc. logo

Oatney & Associates CPA's, Inc.

AccountingOhio, United States2-10 Employees

Oatney & Associates CPA's, Inc. operates in the accounting industry, offering a broad spectrum of tax and accounting services. The firm provides services ranging from comprehensive income and estate taxation to financial and tax consulting, payroll reporting, small business support, business planning and valuations, and systems analysis, all aimed at helping clients manage financial operations and compliance. Based in Lancaster, Ohio, the company positions itself to serve individuals and small businesses seeking integrated tax, accounting, and financial planning support, including retirement and college funding planning. With a focus on practical financial administration and reporting, the firm also emphasizes advisory services for business development, control analysis, and the administration of profit-sharing and other deferred compensation plans. The organization appears to operate with a small professional team, reflecting its localized service footprint, and maintains a website for client access and information. A recent development note is not provided beyond the standard business activities described. }

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
1974
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    Oatney & Associates CPA's, Inc.'s revenue is estimated to be in the range of $1M - $10M

Section iconFunding & Financials

  • $1M - $10M

    Oatney & Associates CPA's, Inc.'s revenue is estimated to be in the range of $1M - $10M

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