NUMBERSETC, LLC Market Research Report

Overview

NUMBERSETC, LLC is a boutique small business accounting firm headquartered at 1500 S. York Road Suite 100B, Gastonia, NC 20856. The company specializes in providing personalized accounting solutions for small businesses, executives, and independent professionals. Established in 2015, the firm emphasizes a blend of personal service and expertise, offering a broad range of services including bookkeeping, payroll, and tax preparation.

Services Offered

Business Services

• Small Business Accounting

• Payroll Services

• Part-Time CFO Services

• QuickBooks Services

• QuickBooks Setup

• QuickBooks Training

Tax Services

• Tax Preparation

• Tax Planning

• Handling Tax Problems

Individual Services

• Personal Financial Planning

• Estate Planning

• Elder Care

Key Personnel

Jimmy Poag

• Position: President & CEO

• LinkedIn: [Jimmy Poag's LinkedIn Profile](https://www.linkedin.com/in/thejimmypoag)

• Experience: Over 30 years of experience in senior management and operations. Jimmy Poag has a diverse background that includes a 12-year stint in the apparel manufacturing business and roles at Conner Financial Group.

• Contact Information:

• Email: j@numbersetc.com

• Phone: (704) 671-4081

LaTonya Lindsay

• Position: Senior Tax Preparer

• LinkedIn: [LaTonya Lindsay's LinkedIn Profile](https://www.linkedin.com/in/latonya-lindsay-160485301)

• Experience: Over 15 years in personal and business tax preparation. Studied at Gaston College and is continuing her education at Strayer University.

Shannon Childers

• Position: Bookkeeper

• LinkedIn: [Shannon Childer's LinkedIn Profile](https://ar.linkedin.com/in/shannon-childers-040aa346)

• Education: Attended Pima Medical Institute-Mesa.

Kim Fouts

• Position: Administrative Assistant

• LinkedIn: [Kim Fouts's LinkedIn Profile](https://www.linkedin.com/in/kim-fouts-41508938)

• Experience: Over 10 years of experience in administrative roles.

Contact Information

• Website: [www.numbersetc.com](https://www.numbersetc.com/)

• Email: info@numbersetc.com

• Phone: (704) 671-4081

• Fax: (704) 255-1647

Social Media and Online Presence

• Facebook: [NUMBERSETC, LLC on Facebook](https://www.facebook.com/numbersetcllc/)

• LinkedIn: [NUMBERSETC, LLC on LinkedIn](https://www.linkedin.com/company/atlantic-tax-solutions-llc)

• Twitter: [NUMBERSETC, LLC on Twitter](https://www.twitter.com/numbersetc)

Additional Information

• Business Hours: Office hours not specified.

• Initial Consultation: The firm offers a free initial consultation.

Insights for Sales Outreach

• Focus on Personalized Service: Emphasize how your product can enhance the personalized service NUMBERSETC, LLC prides itself on.

• Comprehensive Service Range: Highlight solutions that can integrate across their broad service offerings — particularly in areas like QuickBooks services or CFO services.

• Experience and Expertise: Frame your value proposition in a way that augments the extensive experience and expertise that key personnel like Jimmy Poag and LaTonya Lindsay bring to the firm.

• Engagement Channels: Utilize their active presence on social media platforms like Facebook and LinkedIn to initiate soft outreach before direct contact.

Competitor Profiling

Overview

NUMBERSETC, LLC is a boutique accounting firm based in Gastonia, NC. Established in 2015, the firm offers a comprehensive suite of services tailored to small businesses and individuals, including bookkeeping, payroll, tax preparation, and IRS consulting. They pride themselves on being customer-centric, providing a blend of personal service and professional expertise.

Company Profile

• Founded: 2015

• Location: 1500 S. York Rd Suite 100B, Gastonia, NC, 28056

• Contact: [(704) 671-4081](tel:7046714081), [info@numbersetc.com](mailto:info@numbersetc.com)

Core Services

• Tax Services:

• Tax Preparation

• Tax Planning

• Tax Problem Resolution

• Business Services:

• Small Business Accounting

• Payroll Management

• Part-Time CFO Services

• QuickBooks Management (Setup and Training)

• Individual Services:

• Personal Financial Planning

• Estate Planning

• Elder Care Financial Services

Client Portfolio and Retention

• Full-Time Employees: 1-10

• Active Clients: 10+

• Client Retention Rate: 86%

• Estimated Revenue: ~$1 million annually

Competitors

NUMBERSETC, LLC faces competition from a variety of firms both locally and nationally offering similar services. Key competitors include:

• Accounting Services Unlimited LLC

• Acumen Accounting and Tax Services, Inc.

• EZ Tax Preparation Services

• Pfeiffer Accounting & Tax Service

• JB Tax

• Midsouth Accounting & Tax

Market Position

NUMBERSETC, LLC is recognized in the market for its detailed and customer-focused approach to bookkeeping and tax solutions. The firm holds a solid reputation, validated by multiple reviews on various platforms:

• Better Business Bureau® (BBB): Accredited since 2010, with positive ratings.

• Facebook: 4-star rating based on 6 reviews.

• Yelp: 5-star rating, showing strong customer satisfaction.

Technological Integration

The firm leverages popular accounting tools, especially QuickBooks, for their bookkeeping and financial management services. They also offer tailored QuickBooks setup and training, ensuring that clients can manage their finances effectively.

Strengths

• Custom-Tailored Services: Adaptable service offerings specific to the needs of small businesses and individuals.

• Personal Touch: Emphasis on building personal relationships with clients.

• Expertise in IRS Consulting: Specialized services addressing complex tax issues.

Opportunities

• Service Expansion: There's potential to expand the service offering to include more advanced financial planning and advisory roles.

• Technological Advancements: Investing more in technology could further enhance service efficiency and customer satisfaction.

Challenges

• Competition: Many other firms offer similar services, necessitating distinctive value propositions to stand out.

• Client Retention: Maintaining and improving the retention rate of 86%, which, while solid, can be improved in a competitive market.

Strategic Insights

Engaging with NUMBERSETC, LLC for potential collaboration or to gain insights into their service methodologies can offer valuable competitive advantages. Given their robust service offerings and client-centric approach, understanding their operational strategies can lend important cues for enhancing service delivery in similar firms.

Contact Information

For further engagement or inquiries, NUMBERSETC, LLC can be contacted via their primary communication channels:

• Phone: (704) 671-4081

• Email: info@numbersetc.com

• Address: 1500 S. York Rd Suite 100B, Gastonia, NC, 28056.