About This Practice
This is a well-established bookkeeping (and very minor tax) practice that provides a mix of remote and client-site service. Clients are concentrated in easily accessible areas making the client-site work viable. Staff are provided autonomy to work independently and are supported by the owner as needed. With the remote operation model, along with client-site service, the owner has developed a management approach that provides an effective mix of autonomy and support. Staff are well-trained and very reliable in meeting their responsibilities. Off-site work and employee responsibilities are clearly defined. Staff are loyal and have non-solicitation agreements in place. The owner and the employees conduct their work on a remote model which minimizes overhead and expense. Clients appreciate the on-site service that is becoming increasingly difficult to find in today’s market. This is a great opportunity for a buyer looking to own, manage, and grow their own practice and team!
The ideal buyer will recognize the diminishing supply of client-site service in this industry and will leverage this practice’s proven ability to fulfill this niche for clients with this preference. Bookkeeping experience is a must for a buyer seeking to capitalize on profitability, along with supporting their team of bookkeepers. The ability to maintain or grow the tax component of the practice is a bonus. This practice has a couple ideal buyer scenarios including a buyer looking to come out of industry and own their own practice, or a practice looking to add in a solid client portfolio with a client-site component.
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