About This Practice
This all-virtual, award-winning firm has seen exponential revenue growth since it first opened. This firm has developed an expertise in crypto currency tax advisory. There are phenomenal internal systems in place. The current owner has built this firm and the staff to be extremely self-sufficient. Owner hours are very low at approx. 1,300 per year. Owner works less than 25 hours per week. This means that there is capacity to grow this firm or enjoy a great lifestyle.
The firm does 65% bookkeeping, but does offer tax and tax advisory services. With the solid foundation already in place at this firm, there is plenty of growth potential. No formal advertising has been done. All new clients have come from referrals, networking or google searches where they find 5-star reviews.
This firm is very scalable. The right buyer could grow immediately.
Firm highlights include:
- Steady revenue growth between 40-50% for 2022 projections
- Low owner hours at 1,300 per year
- 95% of clients on subscription model and automatic payments
- 8 employees on staff, well staffed for growth
- 2022 Revenue projection is $750,000
Ideal Buyer:
The right buyer would be CPA certified. A buyer must have an outgoing personality and great communication skills to connect on a personal level with the existing clients. The buyer should be dedicated to providing each client with the personal level of care they currently receive through this firm. With the highly independent staff in place, a growth minded buyer could really utilize the solid foundation of this firm to grow it even more.
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