4706NCCloud Firm$2,091,363newPoe Group Advisors

Discover a thriving CPA firm at the forefront of financial success, achieving remarkable annual revenue growth of over 20%. Operating as a 100% virtual enterprise with a fully staffed team, this trailblazing firm is a pioneer in the field. Specializing in real estate clients, they deliver specialized expertise and unparalleled service to this sector. As a forward-thinking firm, they prioritize innovation and efficiency. The owner, committing fewer than 2,000 hours per year, ensures a fully cloud-based enterprise designed to expand at their desired pace. Primarily focused on tax preparation and planning, additional services can be seamlessly incorporated. With around 950 monthly subscription agreements, the firm is projected to complete between 2,000 and 2,200 tax returns for 2023. The owner’s annual commitment is remarkably low at approximately 1,850 hours, allowing for substantial unplugged vacations of 6-8 weeks last year.

Firm Highlights include:

-1,850 owner hours
-Amazing revenue growth at over 20% each year
-Fully staffed!

Ideal Buyer:
An ideal buyer would be an entrepreneurial accountant seeking to enter a meticulously managed and well-staffed tax preparation and planning business. Proficiency in overseeing a skilled, intelligent, and remote team is crucial. This opportunity is well-suited for integration into an existing practice or represents an exceptional venture for someone starting their own enterprise.

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