About this Practice
This generalist practice provides comprehensive advisory counseling for accounting and tax for both businesses and individuals. This is a firm for the 21st century! The firm focuses on bookkeeping, tax revenue and advisory services. An exceptional reputation for quality service and customer care has fostered strong organic growth with little advertising. Client and industry referrals along with selective client onboarding have resulted in a desirable and loyal client base. The team often advises on multiple areas of their clients finances building strong, long term relationships.
Owner works longer hours during tax season but off season, low owner hours while the reliable team runs the majority of the workflow. Workflow is managed by an efficient and effective combination of systemization and clearly defined role accountabilities. A casual but professional atmosphere, flexible scheduling, and autonomous management style create a desirable culture for team members. Modern and secure systems provide remote functionality and layers of redundancy. Owner hours are low at ~1,700/year. This is an excellent opportunity for a buyer looking for a very reputable practice, excellent team, and many built in and potential growth opportunities.