About This Practice
This once traditional non-CPA firm is now fully cloud based. This firm has seen steady growth through referrals even through the cloud transition with a stable client base and high billing rates. This firm has no website and does not market. The firm offers a mix on engagements including bookkeeping, compilations, corporate tax, and some personal tax. Revenue is primarily recurring, and owner hours are very reasonable. It is 100% Quickbooks online for all clients. Most clients are on autopay.
Ideal Buyer:
The ideal buyer will have very strong knowledge and experience with cloud/remote operations. Some of the clients include lawyers, so knowledge of accounting and bookkeeping for lawyers is a plus. A CPA is not required for this firm, but could open opportunities for more growth.
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