About This Practice
This longstanding CPA firm has earned a strong reputation for quality work and personable service. Client engagements include business and individual tax, bookkeeping and payroll, compilations, and reviews. The client portfolio is made up of a diverse range of stable industries. Clients are long-term and often provide referrals. Clients regularly note the highly attentive, responsive, and personable service. Staff are highly capable and committed. Roles are clearly defined, and staff work independently with little supervision. The office is well-located in an attractive professional business park that is easily accessed locally and by nearby major routes. While the seller has chosen to maintain revenues and workload, they have identified many growth opportunities for the buyer. This is an excellent opportunity for a CPA looking to own their own practice, or for an existing firm looking to add quality clients and great staff.
The ideal buyer will be a CPA with the experience and requirements for the tax and review work. Good general business knowledge is needed, along with the ability to manage staff and a growing team. Clients are used to the responsiveness of the staff and owner, along with the pleasant and personable approach the staff and owner provide. A relationship builder will do well with the staff, clients, and future business development.
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