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Live Oak Bank

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ARIZONA

REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
2226AZChandler$82,000expiredPrivate Sale
Chandler CPA with solid mix of monthly and annual clients (accounting and tax only - no audit/review/compilations). Seller is transitioning to financial/consulting role and will no longer provide accounting and tax services. Looking for a service-minded buyer with capacity to take on additional referrals from seller (seller has excellent online reviews/reputation and would be looking to refer future inquiries to a quality firm). Monthly business clients bring in $2500/month of recurring revenue. Annual/tax clients @$52,000. Majority of clients are remote and use secure cloud-based portal to share documents. Seller will be available for transition as needed.