Insights

Growth-ready SMB Revenue range of 1M to 10M and a client-focused, outsourced finance approach indicate Universal Bookkeeper serves growing small businesses that may need scalable accounting, bookkeeping, and CFO services as they expand.

Partner-centric Positioning as a partner rather than an agency suggests opportunities for long-term engagements in outsourced CFO, ongoing tax planning, payroll, and strategic financial advisory with cross-sell potential.

Payroll Alignment Recent Gusto payroll partnership signals readiness to leverage payroll workflows for upsell into full-service payroll management, benefits administration, and compliance services for similar mid-market clients.

Tech-first Tech stack including WordPress, Google Cloud, and analytics tools indicates digital-savvy operations and potential to offer value-added tech integrations, automation, and data-driven advisory to clients.

Local-focus Mission-driven emphasis on thriving small businesses in communities suggests target prospect profiles in regional markets seeking personalized, high-touch accounting and consulting services.

Universal Bookkeeper, Inc. Tech Stack

Universal Bookkeeper, Inc. uses 8 technology products and services including iCIMS, WordPress, Mailchimp, and more. Explore Universal Bookkeeper, Inc.'s tech stack below.

iCIMS

Applicant Tracking Systems

WordPress

Content Management System

Mailchimp

Google Cloud

Infrastructure As A Service

JSON-LD

Javascript Frameworks

Lightbox

Javascript Libraries

Google Tag Manager

Tag Management

Piwik PRO Core

Web Analytics

Universal Bookkeeper, Inc. Email Formats	Example	Percentage
First@universalbookkeeper.com	John@universalbookkeeper.com	100%

Universal Bookkeeper, Inc. Email Formats

Example

Percentage

First@universalbookkeeper.com

John@universalbookkeeper.com

100%

Frequently Asked Questions

What is Universal Bookkeeper, Inc.'s official website and social media links?

Universal Bookkeeper, Inc.'s official website is universalbookkeeper.com and has social profiles on LinkedIn.

How much revenue does Universal Bookkeeper, Inc. generate?

As of September 2026, Universal Bookkeeper, Inc.'s annual revenue is estimated to be $1M - $10M.

What is Universal Bookkeeper, Inc.'s NAICS code?

Universal Bookkeeper, Inc.'s NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does Universal Bookkeeper, Inc. have currently?

As of September 2026, Universal Bookkeeper, Inc. has approximately 10 employees across 1 continents, including North America. Key team members include Ceo: J. M., Chief Operating Officer: B. M. and Controller: T. G. S. Explore Universal Bookkeeper, Inc.'s employee directory with LeadIQ.

What industry does Universal Bookkeeper, Inc. belong to?

Universal Bookkeeper, Inc. operates in the Accounting industry.

What technology does Universal Bookkeeper, Inc. use?

Universal Bookkeeper, Inc.'s tech stack includes iCIMS, WordPress, Mailchimp, Google Cloud, JSON-LD, Lightbox, Google Tag Manager and Piwik PRO Core.

What is Universal Bookkeeper, Inc.'s email format?

Universal Bookkeeper, Inc.'s email format typically follows the pattern of First@universalbookkeeper.com. Find more Universal Bookkeeper, Inc. email formats with LeadIQ.

When was Universal Bookkeeper, Inc. founded?

Universal Bookkeeper, Inc. was founded in 2015.

Universal Bookkeeper, Inc.

Q: How many employees does Universal Bookkeeper, Inc. have currently?

Universal Bookkeeper, Inc. has approximately 10 employees.

Q: What technology does Universal Bookkeeper, Inc. use?

Universal Bookkeeper, Inc.'s tech stack includes Google Analytics, Modernizr, Google Maps, Gravatar, WordPress.

Q: What is Universal Bookkeeper, Inc.'s NAICS code?

Universal Bookkeeper, Inc.'s NAICS code is 5412 (Accounting, Tax Preparation, Bookkeeping, and Payroll Services).

AccountingNew York, United States2-10 Employees

Universal Bookkeeper, Inc. is a small accounting firm based in New Hartford, New York. It provides a range of financial services aimed at helping small businesses manage their books and plan for the future, including accounting and bookkeeping, consulting, tax preparation, and payroll. The firm emphasizes supporting client operations on a day-to-day basis while offering strategic planning to improve profitability, and it positions itself as a partner rather than an external agency. 

Among its offerings are outsourced CFO services and a do-it-yourself payroll option, alongside business tax preparation. The company operates in the accounting industry, targeting entrepreneurs and local businesses seeking practical financial support. With a focus on actionable guidance, it aims to align its services with clients’ financial goals.

Insights

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