CPA Allies

Finance · Georgia, United States · 1-10 Employees

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Overview

Headquarters

10 Glenlake Pkwy Ste 130, Sandy Springs,...

Phone Number

(404) 596-8080

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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About CPA Allies

CPA Allies specializes in financial planning for women, CPAs, and accounting firms, focusing on retirement, tax strategies, wealth management, insurance, and investments. The company aims to empower women professionals and entrepreneurs to take control of their financial futures through personalized financial planning and investment management. Their services cater to various life phases, including budgeting, retirement planning, and managing financial transitions. CPA Allies is dedicated to building strong relationships with clients, ensuring they receive tailored support to achieve their financial goals.Explore more
CPA Allies's Social MediaPopular SearchesCpa Allies LLCCpaalliesCPA AlliesSIC Code 62,628NAICS Code 52,523Show more

CPA Allies Org Chart

PhoneEmail
JM
United States flag for contact location.

Founder & Principal & Advisor

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Revenue

Number of Employees

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Top Executive

CPA Allies

<$5M
1-10
Private
-
2016
JM
Jeffrey MorrisFounder & Principal & Advisor
<$5M
11-50
Private
-
1999
DS
Dana SpielmanOffice Manager
<$5M
1-10
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-
2011
XZ
Xushen ZhangAssociate Accountant
<$5M
1-10
Private
-
2014
DK
Denise KnightCreative Director & Senior Graphic Designer
<$5M
1-10
Private
-
-
CD
Connie DensmoreFinancial Advisor
<$5M
1-10
Private
<$5M
1999
MS
Maya SimsContractor CPA T
<$5M
1-10
Private
-
2000
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

CPA Allies is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

CPA Allies is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about CPA Allies.

CPA Allies Tech Stack

A closer look at the technologies used by CPA Allies

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Frequently Asked Questions Regarding CPA Allies

What is CPA Allies's official website?
CPA Allies's official website is www.cpaallies.com
What is CPA Allies's Revenue?
CPA Allies's revenue is <$5 Million
What is CPA Allies's SIC code?
CPA Allies's SIC: 62,628
What is CPA Allies's NAICS code?
CPA Allies's NAICS: 52,523
How many employees does CPA Allies have?
CPA Allies has 1-10 employees
What industry does CPA Allies belong to?
CPA Allies is in the industry of: Finance, Securities Trading
What is CPA Allies competition?
CPA Allies top competitors include: Ahmed H Zaki, CPA, Weyser Financial, Albert Davidoo, John L Mottram CPA
What technology does CPA Allies use?
Some of the popular technologies that CPA Allies uses are: WordPress.org, Drupal, reCAPTCHA, Google Universal Analytics
How do I contact CPA Allies?
CPA Allies contact info: Phone number: (404) 596-8080 Website: www.cpaallies.com
What does CPA Allies do?

CPA Allies specializes in financial planning for women, CPAs, and accounting firms, focusing on retirement, tax strategies, wealth management, insurance, and investments. The company aims to empower women professionals and entrepreneurs to take control of their financial futures through personalized financial planning and investment management. The... ir services cater to various life phases, including budgeting, retirement planning, and managing financial transitions. CPA Allies is dedicated to building strong relationships with clients, ensuring they receive tailored support to achieve their financial goals.Read More

What are CPA Allies social media links?
CPA Allies Twitter page CPA Allies Facebook page
Is CPA Allies a public company?
CPA Allies is private company therefore does not currently have an official ticker symbol
See more information about CPA Allies

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