About This Practice
This practice specializes in helping small business and not-for-profits with accounting, consulting, and controller services. The owner has been very intentional growing the business by ensuring clients fit the practice’s culture and services offered. By doing so, the owner has ensured staff and client retention. Owner hours are less than 2,000 per year and cash flow is approx. 43%!
Billing is done monthly through auto draft. There is consistent cash flow year-round.
This practice is a rare find with a full staff who are genuine and dedicated to helping their clients reach their financial goals.
Highlights include:
- YTD revenue increase 15% from 2022 to 2023
- Cash flow consistent year round
- Owner hours less than 2,000 a year
Ideal Buyer:
The ideal Buyer would be someone who values helping small businesses, startups, and NFP’s be successful by being their trusted advisor, a valued member of their team, who provides timely accounting and consulting assistance with integrity, authenticity, and transparency. The ideal buyer would work to earn and maintain the relationships of the existing clients and staff to ensure this already strong foundation continues to grow. A buyer who genuinely cares for their client’s future will do well in this firm.
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