This is an established CPA firm with dedicated staff and a diverse client base. Core practice is business clients from a broad range of industries as well as individual clients. The firm boasts an excellent reputation in the community.
The practice has a balanced mix of services including compilations, bookkeeping, business and personal tax as well as some review and audit. Revenue has been steadily growing as referrals of new business clients continue every year. Cash flow to owner is very good and client work remains steady outside of tax season.
The staff are conscientious and hard-working, and can work on their own unsupervised. The office has a great team atmosphere with a client-centered focus on workflow and service. The owner maintains a personal yet professional relationship with long-term clients. Client feedback is exceptional. New clients are primarily through referral and the revenue trend is growing. The office is in a convenient and visible location.