Washington DC metro area-remote capable CPA firm for sale

Designation:	CPA Firm
Location:	Washington DC
Status:	For Sale
Listing ID:	DC2012
Asking:	$775,000
Annual Gross:	$760,000
Reason for Selling:	Retirement

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About This Practice

*Purchase price pre-approved by lender*

This is a service-first CPA firm with an exceptional reputation located in Montgomery County, Maryland, just outside of Washington D.C. The practice has a balanced mix of services including business tax, personal tax, consulting, bookkeeping, payroll services, compilations as well as some review. There is no audit work currently being performed. The clients are loyal and are accustomed to great personal service. There is a wonderful casual office atmosphere. Staff is extremely hard working and capable and would be an asset for any team. They work well together and are very efficient.

Clients enjoy personal and friendly service and are accustomed to receiving quality work. Client attrition is very low, due to exceptionally high customer loyalty. This practice serves many businesses from a broad range of industries. The practice has been built entirely through client referrals.

This office is mostly paperless and has excellent technology and great systems and processes – enabling remote working. The office building is in a great location for visibility and client access in an attractive community with great schools.

The practice is located in a metropolitan area and has been built on a very solid foundation. The services are in high demand and will provide a buyer the opportunity to capitalize on the growth trend the seller has established.

Firm Highlights:

Paperless Office/ Remote work capable
Low Client attrition
Capable Staff
Great office location
Owner hours are just over 2,000
Cash flow to owner Approx. $300,000

Ideal Buyer

The ideal buyer will have several years of public accounting experience and strong general business knowledge. Buyer will want to provide excellent professional service and be timely with communications. Clients are used to someone with a service-oriented mindset, so the ideal buyer will have a high commitment to forming client relationships. If you have a history of forming trusted relationships with clients, have a good understanding of small and mid-sized business owner’s mindsets, then you can thrive here. CPA required.

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About the Area

This practice is located in Montgomery county, the most populous county in the state of Maryland, adjacent to Washington D.C, with a population of 1,062,061. This largely affluent county is a part of the Washington D.C metropolitan area. The entire DC metro area consists of 6 million people and has some of the most educated and affluent residents in the United States.

Montgomery offers numerous downtown centers filled with great restaurants, shopping and community events. The museums in Washington DC are unmatched. There are nearly two dozen lakes scattered throughout Montgomery County which make up part of the 16 square miles of water. The outdoor beauty can be admired in the multiple parks, hiking trails and kayaking excursions offered here. Maryland is ranked the 4th best public school system in America. This is a great area to work, play and raise a family.

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