About This Practice
This CPA firm has built a strong reputation in the community for providing personalized care and insightful advice that enables clients to make informed financial decisions. This client first approach with yearly fee increases has contributed to a steady revenue increase year over year. Net cash flow to owner has also been trending up year over year.
Clients come from a variety of industries including non-profit, real estate, construction, restaurants and other services. The dedicated and loyal staff make this a solid revenue generator.
This tenured and dedicated staff are seen as trusted advisors by clients and owner alike. They are known for their attention to details, accuracy, effectiveness and a personal touch. This is a collaborative team who work efficiently to ensure work is completed on time and to the best of their ability. Flexible hours ensure a work-life-balance and a family first environment.
There are CPAs on staff! This firm currently does not market and turns away opportunities monthly. A new buyer could easily capture this new business and rearrange some tasks among the team to build efficiency.
Highlights:
- Cash flow to owner trending up
- Consistent revenue growth
- Dedicated long-term staff with a loyal client base
Ideal Buyer:
The ideal buyer should have experience in public accounting. The buyer will understand the philosophy of this firm and do their best to continue to take great care of the staff and clients to maintain the strong retention rate of this firm. The buyer should have the capacity to replace the current owner’s roles such as reviewing all completed work and meeting with clients to review and finalize the work. A CPA is required.
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