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NEW YORK
Ref Location Annual Gross $ Status Private sale/Name of broker
2823 Buffalo - NY2002 $475,000 New Poe Group Advisors

This is a full-service bookkeeping and tax firm for sale in Buffalo, NY. The practice serves a diverse client base with personalized service. The firm has quickly built a strong presence and loyal following in the local community. The staff genuinely cares for its clientele and is dedicated to its service. Client engagements include bookkeeping, payroll, business and personal tax, and some consulting. No compilations, review, or audit. Most clients are billed on a fixed fee allowing for better margins due to efficiency. Bookkeeping and payroll services provide consistent revenue and cash flow throughout the year. Tech savvy, near paperless workflow. Great location and attractive office. Ideal Buyer Buyer will be knowledgeable in accounting and tax, have great interpersonal skills, and have the desire to work with small business owners and non-profit organizations. The ideal buyer will have a high commitment to client relationships and to being part of the local community. This practice has a growth trajectory and is a great opportunity for the entrepreneurial owner. For the CPA owner, there is an opportunity to offer compilation, review, and audit services to existing clients. Experience managing a capable staff will be essential to great success.

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