Heritage Advisors CPA

Accounting for Legal Practices · Arizona, United States · 11-50 Employees

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Overview

Headquarters

1500 E Bethany Home Rd Ste 250, Phoenix,...

Phone Number

(602) 569-9959

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services
ZI Rank: 1
Signal Type
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ZI Rank
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About Heritage Advisors CPA

Headquartered in Phoenix, Arizona, Heritage Advisors CPA offers services in bookkeeping and accounting, to certified audits & reviewed financial statements, projections, cash-flow analysis, lease-buy comparisons, investment analysis, retirement and estate planning.Explore more
Heritage Advisors CPA's Social MediaPopular SearchesHeritage Advisors LLCHeritage Advisors CPA LLCHeritage Consulting LLCHeritage Insurance Advisors LLCHeritageadvisorscpa ComSIC Code 87,872NAICS Code 54,541Show more

Heritage Advisors CPA Org Chart

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Chief Executive Officer

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Michael Frost, President at Heritage Advisors CPA
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President

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President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Heritage Advisors CPA

<$5M
11-50
Private
<$5M
1998
$23.8M
51-200
Private
<$5M
1994
JU
Jim UnrueDirector of Insurance
$19.8M
51-200
Private
-
2009
ES
Eli ShellimProject Financial Controller
$17.6M
11-50
Private
-
2005
MS
Mitchell SchwartzManaging Director
$13.9M
11-50
Private
-
1978
JS
Jimmy SextonFounder & CEO
$5.8M
11-50
Private
-
1990
<$5M
11-50
Private
-
1998
GR
Gabriel RiveiroHead Co-Founder, The General Tax Practice
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Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Heritage Advisors CPA is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Heritage Advisors CPA is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Heritage Advisors CPA.

Heritage Advisors CPA financials insights

Gather financial insights about Heritage Advisors CPA, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

See All Heritage Advisors CPA's Financials Insights

Heritage Advisors CPA Tech Stack

A closer look at the technologies used by Heritage Advisors CPA

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Heritage Advisors CPA

What is Heritage Advisors CPA's official website?
Heritage Advisors CPA's official website is www.heritageadvisorscpa.com
What is Heritage Advisors CPA's Revenue?
Heritage Advisors CPA's revenue is <$5 Million
What is Heritage Advisors CPA's SIC code?
Heritage Advisors CPA's SIC: 87,872
What is Heritage Advisors CPA's NAICS code?
Heritage Advisors CPA's NAICS: 54,541
How many employees does Heritage Advisors CPA have?
Heritage Advisors CPA has 11-50 employees
What industry does Heritage Advisors CPA belong to?
Heritage Advisors CPA is in the industry of: Accounting for Legal Practices, Business Services
What is Heritage Advisors CPA competition?
Heritage Advisors CPA top competitors include: Korhorn Financial Group, Gleneagle Securities, Rcbm Group, CompassTAX
What technology does Heritage Advisors CPA use?
Some of the popular technologies that Heritage Advisors CPA uses are: reCAPTCHA, Snowplow, Google Universal Analytics, OpenSSL
How do I contact Heritage Advisors CPA?
Heritage Advisors CPA contact info: Phone number: (602) 569-9959 Website: www.heritageadvisorscpa.com
What does Heritage Advisors CPA do?

Headquartered in Phoenix, Arizona, Heritage Advisors CPA offers services in bookkeeping and accounting, to certified audits & reviewed financial statements, projections, cash-flow analysis, lease-buy comparisons, investment analysis, retirement and estate planning.... Read More

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

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