Insights

Boutique targets A small boutique CPA with 2-10 employees targeting families and businesses presents a sales opportunity to upsell advisory, wealth management, and CFO services as client needs grow.

Founder credentials Gaurang Patel’s background in Big 4, middle market, and investment consulting, plus credentials (CPA, PFS, CFA candidate) and strong academic pedigree, can be leveraged to position premium, integrated financial planning and niche tax strategies.

Holistic services Current offerings include accounting, tax, and wealth management, suggesting opportunities to expand into payroll, fractional controller/CFO services, retirement planning, and estate/tactical tax planning for small businesses.

Tech leverage Utilization of common web and analytics tools indicates readiness for digital outreach, client portals, and automated advisory workflows; potential to differentiate with modern cloud accounting, data security, and client self-service features.

Growth potential Revenue is in the $0-1M range with a large network of peers in the Big 4 and mid-market space; target expansion into mid-sized client segments, strategic partnerships, and referral programs to accelerate client acquisition.

South Loop CPA PLLC Tech Stack

South Loop CPA PLLC uses 8 technology products and services including Open Graph, MooTools, SiteGround, and more. Explore South Loop CPA PLLC's tech stack below.

  • Open Graph
    Content Management System
  • MooTools
    Javascript Frameworks
  • SiteGround
    Platform As A Service
  • X-Content-Type-Options
    Web & Portal Technology
  • Google Analytics
    Web Analytics
  • Perfmatters
    Web Platform Extensions
  • Nginx
    Web Servers
  • Sitelinks Search Box
    Web Tools And Plugins

South Loop CPA PLLC's Email Address Formats

South Loop CPA PLLC uses at least 1 format(s):
South Loop CPA PLLC Email FormatsExamplePercentage
FLast@southloopcpa.comJDoe@southloopcpa.com
100%

Frequently Asked Questions

What is South Loop CPA PLLC's phone number?

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You can contact South Loop CPA PLLC'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 South Loop CPA PLLC's official website and social media links?

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South Loop CPA PLLC's official website is southloopcpa.com and has social profiles on LinkedIn.

How much revenue does South Loop CPA PLLC generate?

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As of July 2026, South Loop CPA PLLC's annual revenue is estimated to be <$1M.

What is South Loop CPA PLLC's SIC code NAICS code?

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South Loop CPA PLLC's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does South Loop CPA PLLC have currently?

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As of July 2026, South Loop CPA PLLC has approximately 2 employees across 1 continents, including North America. Key team members include Principal: G. P.. Explore South Loop CPA PLLC's employee directory with LeadIQ.

What industry does South Loop CPA PLLC belong to?

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South Loop CPA PLLC operates in the Accounting industry.

What technology does South Loop CPA PLLC use?

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South Loop CPA PLLC's tech stack includes Open GraphMooToolsSiteGroundX-Content-Type-OptionsGoogle AnalyticsPerfmattersNginxSitelinks Search Box.

What is South Loop CPA PLLC's email format?

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South Loop CPA PLLC's email format typically follows the pattern of FLast@southloopcpa.com. Find more South Loop CPA PLLC email formats with LeadIQ.

When was South Loop CPA PLLC founded?

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South Loop CPA PLLC was founded in 2010.
South Loop CPA PLLC logo

South Loop CPA PLLC

AccountingIllinois, United States2-10 Employees

South Loop CPA PLLC operates as a small, boutique accounting firm that integrates accounting, tax planning, and wealth management to support families and businesses. It emphasizes a comprehensive approach to financial strategy and aims to provide personalized service tailored to each client’s circumstances. The firm is based in Chicago, Illinois.

Led by founder Gaurang Patel, a licensed CPA with credentials as a Personal Financial Specialist and a Chartered Financial Analyst candidate, the practice combines traditional accounting with broader financial guidance. Its client base consists of families and businesses seeking coordinated services that address both regulatory compliance and long-term wealth planning.

Section iconCompany Overview

Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2010
Employees
2-10

Section iconFunding & Financials

  • <$1M

    South Loop CPA PLLC's revenue is estimated to be in the range of <$1M

Section iconFunding & Financials

  • <$1M

    South Loop CPA PLLC's revenue is estimated to be in the range of <$1M

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