Insights

Clientele growth Mid-sized financial services firm with 11-50 employees and revenue between 25M-50M presents upsell potential for advanced wealth management, business planning scalability, and retirement transition services to a broader client base.

Wealth management expansion Strong emphasis on wealth management and investment services creates opportunities to cross-sell tax planning, accounting, and advisory services to existing high-net-worth clients seeking integrated financial solutions.

SMB advisory Focus on business planning and corporate services indicates demand for outsourced CFO, succession planning, tax optimization, and audit-ready accounting for small to mid-sized businesses.

Digital maturity Presence with WordPress, Bootstrap, and analytics tools suggests readiness for digital marketing collaboration and CRM-driven lead generation programs to accelerate client acquisition.

Market positioning Competitive landscape with large firms nearby implies a need for differentiating services through personalized advisory, family office-style guidance, and scalable solutions tailored to mid-market clients.

Whitcomb & Hess CPAs & Financial Advisors Tech Stack

Whitcomb & Hess CPAs & Financial Advisors uses 8 technology products and services including Open Graph, JSON-LD, jQuery, and more. Explore Whitcomb & Hess CPAs & Financial Advisors's tech stack below.

  • Open Graph
    Content Management System
  • JSON-LD
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • jQuery Migrate
    Javascript Libraries
  • WordPress Block Editor
    Page Builders
  • Bootstrap
    UI Frameworks
  • Google Search Console
    Web Analytics
  • Nginx
    Web Servers

Whitcomb & Hess CPAs & Financial Advisors's Email Address Formats

Whitcomb & Hess CPAs & Financial Advisors uses at least 1 format(s):
Whitcomb & Hess CPAs & Financial Advisors Email FormatsExamplePercentage
FLast@whitcomb.comJDoe@whitcomb.com
86%
Last@whitcomb.comDoe@whitcomb.com
7%
First_Last@whitcomb.comJohn_Doe@whitcomb.com
5%
First@whitcomb.comJohn@whitcomb.com
2%

Frequently Asked Questions

What is Whitcomb & Hess CPAs & Financial Advisors's phone number?

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You can contact Whitcomb & Hess CPAs & Financial Advisors'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 Whitcomb & Hess CPAs & Financial Advisors's official website and social media links?

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Whitcomb & Hess CPAs & Financial Advisors's official website is whitcomb.com and has social profiles on LinkedIn.

How much revenue does Whitcomb & Hess CPAs & Financial Advisors generate?

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As of July 2026, Whitcomb & Hess CPAs & Financial Advisors's annual revenue is estimated to be $25M - $50M.

What is Whitcomb & Hess CPAs & Financial Advisors's SIC code NAICS code?

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Whitcomb & Hess CPAs & Financial Advisors's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services NAICS code is 52 - Finance and Insurance.

How many employees does Whitcomb & Hess CPAs & Financial Advisors have currently?

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As of July 2026, Whitcomb & Hess CPAs & Financial Advisors has approximately 30 employees across 2 continents, including North AmericaEurope. Key team members include Owner: B. W.Accounting Associate: J. G.Operation Executive: B. G.. Explore Whitcomb & Hess CPAs & Financial Advisors's employee directory with LeadIQ.

What industry does Whitcomb & Hess CPAs & Financial Advisors belong to?

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Whitcomb & Hess CPAs & Financial Advisors operates in the Financial Services industry.

What technology does Whitcomb & Hess CPAs & Financial Advisors use?

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Whitcomb & Hess CPAs & Financial Advisors's tech stack includes Open GraphJSON-LDjQueryjQuery MigrateWordPress Block EditorBootstrapGoogle Search ConsoleNginx.

What is Whitcomb & Hess CPAs & Financial Advisors's email format?

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Whitcomb & Hess CPAs & Financial Advisors's email format typically follows the pattern of FLast@whitcomb.com. Find more Whitcomb & Hess CPAs & Financial Advisors email formats with LeadIQ.

When was Whitcomb & Hess CPAs & Financial Advisors founded?

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Whitcomb & Hess CPAs & Financial Advisors was founded in 1983.
Whitcomb & Hess CPAs & Financial Advisors logo

Whitcomb & Hess CPAs & Financial Advisors

Financial ServicesOhio, United States11-50 Employees

Whitcomb & Hess CPAs & Financial Advisors is a financial services firm based in Ashland, Ohio. With more than four decades of experience, it provides a range of services, including wealth management, business planning, accounting, taxes, and investment services.

The firm serves individuals and business owners seeking integrated financial guidance, supporting them in managing finances, retirement planning, and long-term objectives. Positioned within the financial services industry, the practice combines CPA capabilities with advisory services. Based in Ashland, Ohio, it offers integrated accounting and advisory support to clients in the region.

Section iconCompany Overview

Phone number
SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
52 - Finance and Insurance
Founded
1983
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Whitcomb & Hess CPAs & Financial Advisors's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Whitcomb & Hess CPAs & Financial Advisors's revenue is estimated to be in the range of $25M - $50M

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