About This Practice
This forward-thinking practice is made up of bookkeeping clients from a broad base of stable industries. The firm is highly efficient, service-focused, and uses technology to bring clients optimal accounting workflows and service. The practice is largely virtual with the exception of a few tax clients who currently still to meet in-person annually. Experienced and highly capable staff take ownership of their own portfolio of clients, and also function well as a team. The practice has a solid reputation for taking bookkeeping to the next technological level. New clients come through referral and the owner is discerning in accepting the right kind of client. Bookkeeping billings are primarily value-based monthly subscription. This is an excellent opportunity for a buyer looking for an established progressive practice with strong opportunity for continued future growth.
Ideal buyer
The ideal buyer should:
- Have an established business whose core practice is bookkeeping;
- Have ability and experience managing a remote staff;
- Be a Certified QuickBooks Online ProAdvisor at the Advanced Level and have a significant level of comfort with building and maintaining app workflows.
The ideal buyer will be personable and have the ability to communicate effectively with both staff and clients. The seller is looking for someone who sees the value in encouraging growth and development in their staff.
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