GEORGIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4713GAGeorgia$302,495newPoe Group Advisors

This CPA firm specializes in tax, bookkeeping, and payroll services tailored to individuals and small businesses. The current owner is looking to focus on finance consulting services and is selling this very loyal client base. Known for treating clients like family and ensuring their financial needs are understood, this firm has a nearly paperless office setup! With the current owner capable of remote work, and only around 25% of clients requiring in-person meetings, it’s a flexible and efficient operation. With owner hours averaging just 1,800 annually, it’s a fantastic opportunity to add a satellite office to an existing firm or start your very own practice!

Highlights:

-Owner hours are only 1,800!
-Majority of clients use the client portal.
-Ability for flexible remote work.

Ideal Buyer:
The ideal buyer will have at least 5 years of experience in S-Corps, partnerships, individual and payroll tax. Familiarity with restaurants would be beneficial. Must be outgoing and personable in client relationships. This would be an ideal practice for an existing firm that would like a satellite office near Atlanta or for a CPA wanting to start their own firm.

For more details please contact the advertiser about this listing:

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