How Much Did Smith Phillips CPA Raise?
Funding & Key Investors

Smith Phillips CPA has secured $40K in total capital, with a recent infusion of $40K designated for substantial expansion. This significant funding round, indicative of a Series B/C stage for the company, underscores its growing market presence and strategic objectives.

What is Smith Phillips CPA?

Smith Phillips CPA
Business ServicesAccounting for Legal Practices

Smith Phillips CPA PC is a comprehensive CPA firm based in Arvada, CO, providing a broad spectrum of financial services tailored for both individual and business clients. Their expertise encompasses tax preparation, intricate retirement and estate planning, meticulous bookkeeping, payroll management, and strategic business advisory services. The firm is committed to delivering personalized service and deep expertise to business owners, executives, and independent professionals, all while maintaining accessible rates. Furthermore, Smith Phillips CPA actively assists clients in navigating and resolving tax issues with the IRS, ensuring optimal utilization of all eligible deductions and credits.

How much funding has Smith Phillips CPA raised?

Smith Phillips CPA has raised a total of $40K across 1 funding round:

2021

Debt

$40K

Debt (2021): $40K with participation from PPP

Key Investors in Smith Phillips CPA

PPP

Public-Private Partnership

What's next for Smith Phillips CPA?

With the recent substantial expansion capital, Smith Phillips CPA is poised for significant growth. This investment is expected to fuel the enhancement of their service offerings, potentially expanding their geographic reach or deepening their specialization in key areas like business advisory and complex tax resolution. The company's strategic focus will likely involve leveraging this financing to scale operations, invest in technology to improve client service delivery, and potentially recruit additional specialized talent to meet increasing demand. The Series B/C stage funding signals a transition towards more aggressive market penetration and operational scaling.

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Frequently Asked Questions Regarding Smith Phillips CPA Financial Insights

What are the most recent funding rounds that Smith Phillips CPA has completed, and what were the funding rounds?
Smith Phillips CPA has recently completed 1 funding rounds: Debt on Feb 3, 2021.
What is the total amount of funding Smith Phillips CPA has raised to date?
Smith Phillips CPA has raised a total of $40K in funding to date.
How many funding rounds has Smith Phillips CPA completed?
Smith Phillips CPA has completed 1 funding rounds.
How much funding did Smith Phillips CPA raise in its most recent funding round?
Smith Phillips CPA raised $40K in its most recent funding round.
Who are the lead investors in Smith Phillips CPA's latest funding round?
The lead investor in Smith Phillips CPA's latest funding round was PPP. To access investor data and explore similar companies, sign up for ZoomInfo.
Which was the largest funding round in Smith Phillips CPA's history?
The largest funding round in Smith Phillips CPA's history was $40K.
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