This is a high-quality CPA firm providing bookkeeping, business tax, payroll, individual tax, and trust & foundation services. Clients are extremely loyal and many have high incomes. Employees are a team of seasoned professionals. They work independently and are well liked by clients. The firm enjoys a reputation for great service and quality work. Owner hours are very low. There is an opportunity to grow this firm or enjoy a great lifestyle.
Ideal Buyer
Buyer needs to be a CPA with good public accounting experience. Someone with good people skills will be important to grow the client base and manage the quality staff. Someone with estate and trust experience would be helpful. This would be an ideal starter practice, the opportunity to grow is immense. An honest, hard working buyer will be very successful.
Career Change