The practice is a well-established, full-service CPA firm serving individuals, businesses, fiduciaries, and nonprofit organizations. While many clients are located in Vermont and the Northeast, the firm maintains relationships with clients across multiple states and operates through a highly efficient virtual service model.
Over the years, the practice has evolved into a modern, technology-enabled firm that relies on secure client portals, digital document management, video conferencing, and cloud-based communication tools to serve clients regardless of location.
Asking Price - $600,000
SDE - $314,000
Established in 2004
2 FT employees
#5488 - Virtual - VIRTUAL
| ref | state | location | annual gross $ | status | private sale / broker |
|---|---|---|---|---|---|
| 5488 | VIRTUAL | Virtual | $490,000 | new | Thrive Financial Group, LLC |
