This is an established CPA firm with a community focus. Client engagements include compilations, personal and business tax, bookkeeping, reviews and some consulting and tax advisory. Clients are very loyal and enjoy the firm’s personal service. There is very little client turnover. Clients represent a broad range of industries including professionals, service, construction, farming, and investment companies. Most clients come to the office.
Office processes are streamlined. The owner has made significant technology upgrades to prepare the firm for the next level of client service and workflow efficiency. The staff is reliable, well-trained, and can work with little supervision. Management style is relaxed, but procedures are in place to ensure efficient workflow and quality control. The office culture is people-focused for both clients and employees. Employee schedules are flexible for life circumstances.
Owner hours are low at about 1,700 per year. This presents a great opportunity for the new owner to pursue business development and grow the firm or focus on client work to maximize profitability.