About This Practice
This is an established CPA practice serving small and medium-sized businesses from a variety of industries. Client engagements include Notice to Reader, some audits and reviews, and business and personal taxes. This is an ideal practice for an experienced accountant who seeking to expand their book with quality clients.
The firm has growing revenue and is profitable with exceptional cash flow to owner. Owner hours are low. Accounts receivable is kept to a minimum. Customer leads are brought in primarily through the website and customer referrals.
The firm is known for making a connection with their clients and for solving accounting problems in a number of business and life circumstances. The owner’s approach to clients is as a trusted business advisor whose service extends beyond accounting.
The ideal buyer will have several years of public accounting and tax experience and strong general business knowledge. They will have a high level of technical expertise and be able to adapt to different business circumstances. They will have a history of forming trusted relationships with clients, and have a good understanding of small and mid-sized business owner’s mindsets. A relational approach to clients is essential. The client relationships are about much more than the numbers. Connecting at the personal level will be important continuing the relationships.
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