4711WIWisconsin$550,000newPoe Group Advisors

Discover a top-tier CPA firm renowned for its excellence in accounting, tax preparation, tax planning, and payroll services. Notably, this firm does not engage in audits or reviews. Their primary focus is centered on delivering unparalleled client satisfaction, consistently addressing their financial challenges and objectives. This dedication is reflected in the enduring client relationships, sustained annual revenue growth, and an impressive cash flow consistently exceeding 55%. This firm has been in operation for over twenty years and has a client base of small businesses and individuals who are loyal to the firm.

While the revenue increase in 2022 and 2023 was largely attributed to ERTC-related work, please note that this particular revenue stream may not recur. Additionally, the seller intends to retain approximately $25,000 worth of work completed for family members. The gross revenue being offered for sale amounts to approximately $550,000.

Billing is mostly value billing with monthly rates. The accounting services such as bookkeeping are billed once a month while tax work is billed at the time of pick up. The majority of clients pay on time and there is very little AR!

Firm highlights include:

-Cash flow to owner: Exceptional at 64% for 2022 and consistently over 55% every year!
-Steady revenue growth each year
-Staff enjoys four-day work weeks during the summer. This is a great place to work.
-Mostly paperless

Ideal Buyer:
The perfect candidate for this opportunity should ideally be a CPA with a strong background in public accounting and proficiency in overseeing a small team. They should be enthusiastic about preserving the firm’s tradition of delivering high-quality work and exceptional service. Additionally, individuals with experience in small business accounting will find this unique firm particularly suitable for their skill set. Whether you’re an established professional seeking a second location or an aspiring entrepreneur eager to venture into ownership, this firm presents an excellent prospect.

The new buyer will want to continue the legacy of quality work and exceptional service.

For more details please contact the advertiser about this listing:

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