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Insights

Merged growth Market the combined entity Proactive Advisory Group to emphasize expanded service lines, cross-sell advisory, compliance, strategy, and wealth management offerings to mid-market clients seeking unified financial guidance.

PNW recognition Leverage recent regional awards and mergers to target high-potential clients in the Pacific Northwest and in New York areas, highlighting stability, credibility, and scale through the merged brand.

Tech enabled Position the firm as a tech-savvy advisory partner using Google Ads, HubSpot Analytics, WordPress, Shopify and cloud tools to attract digitally inclined clients seeking streamlined onboarding and data-driven insights.

Revenue signals With revenue in the multi-million range and a growth trajectory from consolidation, pursue mid-market companies needing integrated tax, compliance, and long-term financial planning bundled into one engagement.

Ownership stability Highlight seasoned leadership and recent additions to the management team to reassure prospects about continuity, governance, and strategic direction during a period of expansion.

Similar companies to Proactive Advisory Group

Proactive Advisory Group Tech Stack

Proactive Advisory Group uses 8 technology products and services including Google Ads, HubSpot Analytics, WordPress, and more. Explore Proactive Advisory Group's tech stack below.

Media & News

Proactive Advisory Group's Email Address Formats

Proactive Advisory Group uses at least 5 email formats:
Proactive Advisory Group Email FormatsExamplePercentage
FirstLast@accountabilityservices.comJohnDoe@accountabilityservices.com
52%
First@accountabilityservices.comJohn@accountabilityservices.com
39%
FirLast@accountabilityservices.comJohDoe@accountabilityservices.com
5%
LastF@accountabilityservices.comDoeJ@accountabilityservices.com
4%
First@bouldervalleycpa.comJohn@bouldervalleycpa.com
100%

Frequently Asked Questions

What is Proactive Advisory Group's official website and social media links?

Minus sign iconPlus sign iconProactive Advisory Group's official website is proactiveadvisorygroup.com and has social profiles on LinkedIn.

How much revenue does Proactive Advisory Group generate?

Minus sign iconPlus sign icon As of August 2026, Proactive Advisory Group's annual revenue is estimated to be $10M - $25M.

What is Proactive Advisory Group's SIC code and NAICS code?

Minus sign iconPlus sign iconProactive Advisory Group'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 Proactive Advisory Group have currently?

Minus sign iconPlus sign iconAs of August 2026, Proactive Advisory Group has approximately 26 employees across 2 continents, including North America and South America. Key team members include Tax Document Manager: C. C. Explore Proactive Advisory Group's employee directory with LeadIQ.

What industry does Proactive Advisory Group belong to?

Minus sign iconPlus sign iconProactive Advisory Group operates in the Accounting industry.

What technology does Proactive Advisory Group use?

Minus sign iconPlus sign iconProactive Advisory Group's tech stack includes Google Ads, HubSpot Analytics, WordPress, Shopify, Google Cloud, Elementor, WP Engine and Apache HTTP Server.

What is Proactive Advisory Group's email format?

Minus sign iconPlus sign iconProactive Advisory Group's email format typically follows the pattern of FirstLast@accountabilityservices.com. Find more Proactive Advisory Group email formats with LeadIQ.

When was Proactive Advisory Group founded?

Minus sign iconPlus sign iconProactive Advisory Group was founded in 2010.
Proactive Advisory Group logo

Proactive Advisory Group

AccountingColorado, United States11-50 Employees

Accountability Services PLLC is an accounting firm that provides tax strategy and business advisory services for owners of small to midsize enterprises. It supports tax efficiency, growth planning, and exit strategy development to help clients build post-tax wealth and retirement readiness. The firm pursues objective, value-driven guidance and aims to foster trusted relationships that extend beyond the financial statements.

Based in Lafayette, Colorado, the firm leverages decades of tax and business experience and has supported hundreds of business owners. It targets business owners who want proactive, long-term guidance through a changing tax landscape. In June 2026, Accountability Services merged with Proactive Tax & Advisory and rebranded as Proactive Advisory Group, reflecting broader consolidation in the profession.

Section iconCompany Overview

Website
proactiveadvisorygroup.com
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2010
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $10M - $25M

    Proactive Advisory Group's revenue is estimated to be in the range of $10M - $25M

Company Leadership

  • Tax Document Manager at Proactive Advisory Group
    C. C.
    Tax Document Manager
    Mobile Phone

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