Gaithersburg, 20877, MD,
United States
Deleon and Stang CPA's and Advisors Technographics
Deleon and Stang CPA's and Advisors Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by Deleon and Stang CPA's and Advisors and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 50 Deleon and Stang CPA's and Advisors employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that Deleon and Stang CPA's and Advisors has purchased the following applications: Intuit Quickbooks Enterprise for ERP Financial in 2009, Intuit Mailchimp for Marketing Automation in 2020, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2018 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems Deleon and Stang CPA's and Advisors is running and its propensity to invest more and deepen its relationship with Intuit , Microsoft , Rightworks or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing Deleon and Stang CPA's and Advisors revenues, which have grown to $5.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Deleon and Stang CPA's and Advisors intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
Deleon and Stang CPA's and Advisors Tech Stack and Enterprise Applications
Deleon and Stang CPA's and Advisors ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Quickbooks Enterprise | ERP Financial | ERP | x | 2009 | 2009 |
In 2009, Deleon and Stang CPA's and Advisors implemented Intuit Quickbooks Enterprise to address core ERP Financial requirements for the firm’s accounting and billing operations. The deployment centralized the company’s financial recordkeeping across a 50-employee professional services firm in the United States, establishing a single accounting application for firm-level financial management.
The implementation configured Intuit Quickbooks Enterprise with category-aligned financial modules including general ledger, accounts payable, accounts receivable, client billing and consolidated financial reporting. Configuration work emphasized a standardized chart of accounts and multi-user accounting workflows suitable for firm accounting, and the system was provisioned to support job-level revenue recognition common to professional services engagements.
Operational ownership centered on the finance and accounting function with role-based access for partners and accounting staff, tightened month-end close procedures and enforcement of audit-ready transaction trails. Governance focused on process standardization for invoicing, collections and financial reporting, aligning the Intuit Quickbooks Enterprise ERP Financial instance with the firm’s accounting controls and operational cadence.
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Deleon and Stang CPA's and Advisors CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Intuit | Legacy | Intuit Mailchimp | Marketing Automation | CRM | n/a | 2020 | 2020 |
In 2020, Deleon and Stang CPA's and Advisors implemented Intuit Mailchimp as their Marketing Automation platform. The Intuit Mailchimp application was embedded on the firm's public website to capture subscriber signups and to support client-facing email communications.
Configuration emphasized core Marketing Automation capabilities, including email campaign creation, audience and list management, template-driven communications, and on-site signup form deployment. Functional workflows focused on subscription capture, audience segmentation and scheduled campaign sends to manage newsletters and client outreach.
Operational coverage centered on marketing and client communications across the small firm, with account administration centralized for a United States based office. Integrations were executed via website form embeds and Mailchimp native audience management, aligning web-collected contacts with campaign lists.
Governance and process changes emphasized centralized list hygiene and consent capture on web signup forms, with a single administrative Intuit Mailchimp account controlled by marketing or operations staff. Deleon and Stang CPA's and Advisors Intuit Mailchimp Marketing Automation deployment supports ongoing client engagement and regular newsletter workflows.
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Deleon and Stang CPA's and Advisors IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft Azure Cloud Services | Application Hosting and Computing Services | IaaS | n/a | 2018 | 2018 |
In 2018, Deleon and Stang CPA's and Advisors implemented Microsoft Azure Cloud Services to host their public website. Microsoft Azure Cloud Services is used as an Application Hosting and Computing Services platform for web hosting and front-end delivery, providing cloud compute and managed infrastructure for the firm's online presence. The deployment is focused on the corporate website hosted at the firm domain, consolidating hosting, TLS termination, and content delivery using Microsoft Azure Cloud Services. This configuration aligns the company’s external client-facing portal with cloud-based platform hosting and managed infrastructure.
The implementation configures platform-level compute, scalable hosting, object storage for site assets, and managed networking to support web delivery and availability, following standard Application Hosting and Computing Services patterns. Operational ownership is positioned within the firm’s IT and web operations functions, supporting marketing and client engagement workflows that depend on the public site. Governance practices center on cloud account management, certificate lifecycle, and update cadence for web application assets, consistent with a small professional services deployment. The narrative restates Microsoft Azure Cloud Services as the Application Hosting and Computing Services solution underpinning the firm’s website.
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Application Hosting and Computing Services | IaaS |
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2011 | 2011 |
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Deleon and Stang CPA's and Advisors CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Secure Email Gateways (SEGs) | CyberSecurity |
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2016 | 2016 |
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IT Decision Makers and Key Stakeholders at Deleon and Stang CPA's and Advisors
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| Principal | Director | Finance | ||||
| Partner and Director of Administration | Director | Finance | ||||
| Partner | Manager | Finance |
Apps Being Evaluated by Deleon and Stang CPA's and Advisors Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||