About This Practice
This one of a kind firm began as a virtual accounting firm and through the years has perfected a smart stack of software and procedures that make virtual accounting a proven reality. High-end and loyal clients are very stable and the practice produces steady cash flow throughout the year. Additional services and several industry niches have evolved with the company’s growth. Firm is 100% paperless and cloud based. Services include accounting services, payroll and virtual controller. No audits or reviews.
Currently the practice is a boutique accounting firm with strong relationships with clients. The long term staff are tech savvy, financially knowledgeable, dependable professionals who service clients and maintain the integrity of their financial software systems.
This modern firm enjoys a reputation for being innovative, responsive, and for providing great service. Firm does not do tax returns and current clients desire additional services, so there is a big opportunity in tax planning, preparation and advisory services! Customer leads are brought in organically from client growth, client referrals and online with little marketing efforts.
Buyer should be forward-thinking, open-minded, and enthusiastic about running a higher-end fully virtual accounting practice. Clients expect a team partner experience, rather than a traditional firm. Employees need minimal oversight and work independently. The buyer will be, or will become, knowledgeable with virtual technology and mindset. Clients appreciate high-quality service and client care.
This would be a great addition to a CPA firm that wants a modern firm with a great set of entrepreneurs, lawyers, dentists, high-end builders, etc. Buyer should be proactive and have some team management experience.
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