Insights

Small firm scale Leverage their small team size and mid-range revenue to position affordable, personalized accounting and tax services with scalable support as they grow, potentially offering bundled services and white-glove onboarding.

Comprehensive offerings Highlight opportunities to upsell specialized services such as estate planning, retirement and college funding, business valuations, and financial planning to SMEs seeking end-to-end financial management.

Tech-enabled Emphasize integration capabilities with their tech stack and propose value-added solutions like cloud-based financial reporting, automated payroll, and data analytics to improve efficiency for small businesses.

Growth potential With annual revenue in the lower-mid range and growth ambitions implied by service breadth, target mid-market clients or expanding niches who require advisory services beyond basic tax prep.

Competitive positioning Differentiate from larger firms by offering personalized, locally focused service, proactive planning, and customized business development consulting, while leveraging cost advantages of a small team.

Similar companies to Oatney & Associates CPA's, Inc.

Oatney & Associates CPA's, Inc. Tech Stack

Oatney & Associates CPA's, Inc. uses 8 technology products and services including UserWay, Snowplow, Amazon Web Services, and more. Explore Oatney & Associates CPA's, Inc.'s tech stack below.

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

Oatney & Associates CPA's, Inc. uses at least 1 email format:
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 August 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 and NAICS code?

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Oatney & Associates CPA's, 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 Oatney & Associates CPA's, Inc. have currently?

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As of August 2026, Oatney & Associates CPA's, Inc. has approximately 6 employees across 1 continents, including North America. Key team members include Principal: B. O. and 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 UserWay, Snowplow, Amazon Web Services, Duda, Microsoft 365, Heap, MyWebsite and Tealium.

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

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