NORTH CAROLINA

2024 projections are $800,000. This boutique CPA practice grows roughly 16% annually without formal marketing! This firm serves small businesses, individuals, and churches, and is well-known for its individualized client service. Higher than average fees for personal tax of $892 and business tax of $1,892. The practice is situated in upscale SW Charlotte, NC. The current owner only works 1,800 hours annually.

The firm does a mix of bookkeeping, tax and payroll with a few reviews and tax audits. Their reputation for getting this work done is phenomenal which is reflected in the year over year growth. Referrals come from other professional services, CFPS, attorneys, and churches.

Firm Highlights include:
-Current year cash receipts are up 18%!
-Higher than average fees for personal tax of $892 and business tax of $1,892
-Low owner hours at 1,800
-Located in affluent Southwest Charlotte

Ideal Buyer:
The ideal buyer will have the heart of a teacher, showing that they are prepared to pay attention and provide outstanding customer service. They should be located close to SW Charlotte or be open to moving. The buyer should have a solid foundation in tax and accounting and at least five years of experience in public accounting. Since the owner now spends 40 to 50 percent of their time interacting with clients, this position would benefit greatly from a personable candidate who pays close attention to detail. The current owner has done a good job of building a long-term and loyal staff. A new buyer would be wise to keep a family-first approach to managing employees.