This is an established CPA firm with a personal focus. Client engagements include compilations, individual and corporate tax returns and tax planning, bookkeeping and payroll services. Some minor tax advisory and consulting. No reviews or audits.
Revenue trend is solid with good cash flow to owner. Excellent billing and payment track record. Clients pay on time and are used to paying before work is released.
Clients are very loyal and enjoy a high touch, personal service. They represent a variety of industries including professionals, service corporations, trades, and associations. Mainly owner-managed businesses with none being particularly large. The firm enjoys a reputation for strong, long–term client relationships.
Staff members have a great work ethic and require little supervision. The office runs very smoothly with good processes in place. Client work follows a predictable pattern and is spread throughout the year. Management style is delegative and weekly team meetings ensure that work is distributed appropriately among the team. Regular recurring work is handled efficiently by the staff.