|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4320||WA||Virginia||$320,000||available||Poe Group Advisors|
This is a well-established, high-quality CPA firm which focuses primarily on tax and tax planning. There are currently two office locations for this firm. This firm caters to a highly sought-after client base willing to pay above average fees. Revenue has seen steady growth year over year There is a huge opportunity to add more bookkeeping. 80% of the clients could use bookkeeping services. Firm does a combination of value and time billing. Many clients pay online and there is very little bad debt.
Current clients love the dedication and honest expert advice they receive from the staff. The staff love working together and pride themselves on quality work and excellent customer service. They work very well independently and enjoy the flexibility the already established systems provide. They are remote capable and would be an amazing asset to any firm!
Firm highlight include:
- Paperless office
- Employees set up to work from home
- Revenue growth between 9-12% year over year
- Highly sought-after clientele
*note: the seller is selling audit work separately* The sale of the audit portion of the practice will create some staff capacity to immediately grow the revenue and the bottom line.
The ideal buyer will be a CPA or EA with tax experience in partnerships and S Corps. Buyer will need to be people oriented and enjoy creating quality client relationships. This is the ideal firm for someone getting started on their own. With audit work being sold off, a growth minded buyer could capitalize on adding additional services to grow this firm even more.
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