|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|3886||IL||United States||$2,600,000||available||Poe Group Advisors|
THIS IS A FULLY CLOUD LISTING. STATE LISTED NOT ACCURATE.
This is a controller as a service consulting firm for start ups. They perform bookkeeping, tax, and human resources to fully support clients back-office needs. They are committed to helping organizations grow quickly and stay lean. They have fully remote capabilities with clients and employees in multiple states.
This is a great place to work with a strong commitment to their core values. Staff loves working together and helping their clients. All employees meet one on one with their manager each week. This has really helped create great relationships. They work hard and play hard. Every client has the same team working on their file. There is a good onboarding process for new staff. Employees are located all over the country. Clients are charged a recurring fee for services. Many are on auto draw and there is very little bad debt.
This is a team of tech savvy professionals who do quality work and provide exceptional service. Owner hours are nearly zero. There is an exceptional executive team. This practice uses a marketing firm that manages paid digital ads, social media posts, client newsletters, email campaigns and collateral materials. Website was redesigned in 2021. Executive team attends start up events and often speaks at these events.
Buyer must be forward-thinking, open-minded, and enthusiastic about running a very different kind of accounting practice. Both clients and employees expect a different experience than a traditional firm. A buyer with venture capital and start up experience would be very helpful. Continuing the amazing company culture will be important.