About This Practice
This is a boutique style CPA firm with a wide range of accounting and tax services. The practice is well established, with loyal long-term clients who appreciate the personable service. This high integrity CPA firm is known for providing quality work and excellent service to its clients. The firm is transferring to paperless and operates with a cloud server. Meetings are both onsite and remote with a majority of clients meeting in person. The firm builds on quality client and professional referrals plus marketing. The practice has grown over time through its great reputation for quality work and personable service. This firm has been centrally located for 20 years in an updated building with plenty of parking, local food, and attractions within walking distance. Beginning with 2022 the fees were increased and revenue is projected to be approximately $210,000. A buyer with an entrepreneurial spirit could quickly capitalize on the many growth opportunities. No audits or reviews.
- Loyal, long term clients
- Cash flow to owner has been increasing to approximately 50%
- 2022 price increases
Ideal Buyer:
The ideal buyer will be a CPA with strong knowledge in tax and experience in public practice. The buyer will have strong interpersonal skills, able to build on existing relationships, and continue to develop new client relationships. A growth-focused buyer will recognize and capitalize on the future opportunities in this firm. A buyer who wants to take this practice to the next level could quickly grow the firm. With any additional marketing, a buyer could quickly capture new clients and easily expand this practice.
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