Psimer and Associates

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

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Overview

Headquarters

2533 Larkin Rd Ste 200, Lexington, Kentu...

Phone Number

(859) 278-9561

Revenue

<$5 Million

Industry

Accounting for Legal Practices Business Services Project Management
ZI Rank: 1
Signal Type
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ZI Rank
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About Psimer and Associates

Psimer & Associates has been a trusted advisor to dental and medical practices for over 40 years, offering specialized tax and financial planning services to minimize tax liabilities and maximize wealth. They provide consulting services for starting, expanding, and retiring from practices, helping clients navigate complex tax laws. Additionally, the firm offers a comprehensive range of accounting services and personalized payroll services tailored to the specific needs of their clients. Their primary clients are dental and medical practice owners seeking expert financial guidance.Explore more
Psimer and Associates's Social MediaPopular SearchesPsimer and Associates IncPsimer & AssociatesP Simer and Associates IncPsimer & Associates IncKy Psimer Associates IncSIC Code 87,872NAICS Code 54,541Show more

Psimer and Associates Org Chart

PhoneEmail
EC
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Manager, Tax

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HR
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Team Member

PhoneEmail
DB
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Team Member

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PhoneEmail
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JB
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Team Member

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SW
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Bookkeeper

PhoneEmail
JP
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Accounting Intern

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Psimer and Associates

<$5M
11-50
Private
<$5M
1983
<$5M
11-50
Private
<$5M
2005
AG
Aleen GordonFinancial Planning Assistant
<$5M
1-10
Private
-
1991
N/A
<$5M
1-10
Private
-
2003
DS
Daniel SopherDirector, Financial Planning Strategy & Lead Advisor
<$5M
1-10
Private
-
2012
Paul Holjes, Manager, Wealth & Founder at Peak Mountain Advisors
Paul HoljesManager, Wealth & Founder
<$5M
1-10
Private
-
2009
CD
Christian D'UrsoFounder & Chief Investment Officer
Illustration of an envelope

Company Profile Activity

i

Among all Business Services companies

Low Activity

High Activity

Activity Insights

Psimer and Associates is experiencing very low activity levels compared to other companies in the Business Services sector.

What does this means?

Psimer and Associates is drawing exceptional interest within the Business Services industry, suggesting notable developments or strong market momentum, learn more about Psimer and Associates.

Psimer and Associates financials insights

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

2020

Debt

$150K

2021

Debt

$228K

See All Psimer and Associates's Financials Insights

Psimer and Associates Tech Stack

A closer look at the technologies used by Psimer and Associates

Top Accounting for Legal Practices Companies

Frequently Asked Questions Regarding Psimer and Associates

What is Psimer and Associates's official website?
Psimer and Associates's official website is www.psimer.com
What is Psimer and Associates's Revenue?
Psimer and Associates's revenue is <$5 Million
What is Psimer and Associates's SIC code?
Psimer and Associates's SIC: 87,872
What is Psimer and Associates's NAICS code?
Psimer and Associates's NAICS: 54,541
How many employees does Psimer and Associates have?
Psimer and Associates has 11-50 employees
What industry does Psimer and Associates belong to?
Psimer and Associates is in the industry of: Accounting for Legal Practices, Business Services, Project Management
What is Psimer and Associates competition?
Psimer and Associates top competitors include: Fountainhead Wealth, Sopher Financial Group, Affiliated Financial Advisors, Tradewinds Wealth Management
What technology does Psimer and Associates use?
Some of the popular technologies that Psimer and Associates uses are: WordPress.org, PHP, Proofpoint, Google Font API
How do I contact Psimer and Associates?
Psimer and Associates contact info: Phone number: (859) 278-9561 Website: www.psimer.com
What does Psimer and Associates do?

Psimer & Associates has been a trusted advisor to dental and medical practices for over 40 years, offering specialized tax and financial planning services to minimize tax liabilities and maximize wealth. They provide consulting services for starting, expanding, and retiring from practices, helping clients navigate complex tax laws. Additionally, th... e firm offers a comprehensive range of accounting services and personalized payroll services tailored to the specific needs of their clients. Their primary clients are dental and medical practice owners seeking expert financial guidance.Read More

What are Psimer and Associates social media links?
Psimer and Associates Linkedin page
Who invested in Psimer and Associates?
Psimer and Associates has 2 investors including PPP and PPP.
Is Psimer and Associates a public company?
Psimer and Associates is private company therefore does not currently have an official ticker symbol
See more information about Psimer and Associates

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