About This Practice
This is a unique CPA firm with a strong community presence and committed relationship to its clients. Services include corporate and personal tax, NTRs, bookkeeping, payroll and compliance, general consulting, and some estate work. No reviews or audits. The revenue trend is growing with good cash flow to owner. Services are priced as a combination of time and value billing. Clients pay on time and accounts receivable is kept to a minimum.
Clients are loyal and look to the firm for solid tax and business advice. The majority of clients visit the office. Quality business clients include professionals, insurance agents, mortgage brokers, real estate, farming, construction, landscaping, maintenance, resorts, advertising companies, various service industries and a variety of trades as well as non-profit organizations.
The office culture is laid back and friendly. Management style is relaxed but professional. There are excellent procedures and systems in place that ensure efficient workflow and quality control. The staff is conscientious, attentive to accuracy and client confidentiality, organized and hard-working. They work interactively in a team environment where feedback and sharing of ideas is encouraged. Employee schedules are flexible for life circumstances.
The ideal buyer should have several years of accounting and tax experience, be technically capable, and able to manage an office and staff. They will have the confidence and creativity to build on what they initially receive from the client in order to be sure that the clients’ needs are fully served. The buyer will have a high commitment to client relationships and to being part of the local community. They will share the same passion for excellent client service and quality of the end product as the existing firm.
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