|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4215||FL||Fully Cloud (Virtual)||$615,000||sale pending||Poe Group Advisors|
This is a fully virtual firm with a loyal staff and client base. This firm started out as a bookkeeping practice, but has grown to add in tax services. Even with seeing exponential growth over the last few years, this firm has been able to maintain phenomenal processes which ensure any new addition, whether team member or client, have a seamless transition. Owner hours are very low at around 1,300 per year!
Amazing staff and process in place
Low owner hours
Exceptional revenue growth
The buyer should be personable and communicative with staff and clients. A buyer who is open minded and understands the importance of a trustworthy and dependable staff will do well. The buyer should have both bookkeeping and tax experience as well as running a remote team. This is a great firm for a buyer who already owns an existing firm and is looking to expand.