Insights

Growth potential Mid-sized accounting firm with $25M–$50M in revenue presents a meaningful opportunity to upsell technology, security, and payroll/compliance solutions tailored to mid-market CPA practices.

Tech stack fit Current technology includes iCIMS, AWS, WordPress, Microsoft 365, and analytics tooling, indicating openness to cloud-based, security-conscious, and scalable software integrations that our solutions can enhance.

Security emphasis Presence of X-XSS-Protection and Apache HTTP Server signals attention to web security; position offerings around robust security, data privacy, and threat monitoring for client data in care.

Growth channels News suggests active hiring and network-driven recruitment platforms; leverage partnerships, managed services, and referral programs to expand reach in professional services and small business clients.

Competitive positioning Compared to large incumbents, Southward & Associates sits in a leaner regional firm niche with growth bandwidth, presenting an opportunity to introduce value-added advisory, automation, and cost-effective cloud deployments.

Similar companies to Southward & Associates

Southward & Associates Tech Stack

Southward & Associates uses 8 technology products and services including iCIMS, Amazon Web Services, WordPress, and more. Explore Southward & Associates's tech stack below.

Southward & Associates's Email Address Formats

Southward & Associates uses at least 1 email format:
Southward & Associates Email FormatsExamplePercentage
First@southwardtax.comJohn@southwardtax.com
100%

Frequently Asked Questions

What is Southward & Associates's phone number?

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You can contact Southward & Associates'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 Southward & Associates's official website and social media links?

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Southward & Associates's official website is southwardtax.com and has social profiles on LinkedIn.

How much revenue does Southward & Associates generate?

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As of August 2026, Southward & Associates's annual revenue is estimated to be $25M - $50M.

What is Southward & Associates's SIC code and NAICS code?

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Southward & Associates's SIC code is 4899 - Communications Services, Not Elsewhere Classified and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Southward & Associates have currently?

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As of August 2026, Southward & Associates has approximately 13 employees across 2 continents, including North America and Europe. Key team members include Co-Owner: J. S., Vice President: M. E. and Principal: R. P. Explore Southward & Associates's employee directory with LeadIQ.

What industry does Southward & Associates belong to?

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Southward & Associates operates in the Accounting industry.

What technology does Southward & Associates use?

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Southward & Associates's tech stack includes iCIMS, Amazon Web Services, WordPress, Microsoft 365, X-XSS-Protection, Bootstrap, Piwik PRO Core and Apache HTTP Server.

What is Southward & Associates's email format?

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Southward & Associates's email format typically follows the pattern of First@southwardtax.com. Find more Southward & Associates email formats with LeadIQ.
Southward & Associates logo

Southward & Associates

AccountingCalifornia, United States11-50 Employees

Southward & Associates is an accounting firm headquartered in San Carlos, California. The firm appears to be organized as a small to mid-sized professional services team, reflecting a regional accounting practice. The available details point to online information via its website, southwardtax.com, but do not specify the exact services offered.

The provided data do not specify its customer segments or the problems it solves for them. The company operates in the accounting industry, but the available information offers no detail on its market positioning or target clients. Additional context such as founding date or broader market positioning is not provided.

Section iconCompany Overview

Phone number
SIC Code
4899 - Communications Services, Not Elsewhere Classified
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Southward & Associates's revenue is estimated to be in the range of $25M - $50M

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