Gallatin County, MT (Remote Operations Setup)
 New
Listing #: MT5313
Location: Montana
Type: CPA TAX BOOKKEEPING PAYROLL
Annual Revenue: $665,000
 Asking Price: $775,000
Presented by:
The Holmes Group
Toll-Free: 800-397-0249
Description:

This well-established practice for sale in Gallatin County, MT is setup to operate fully remotely and has annual gross revenues of approximately $665,000 and growing. The practice caters to a high-quality client base composed predominately of businesses and business owners. Approximately 37% of the income is derived from accounting and payroll services and another 12% from consulting. Much of this work is billed monthly and provides steady, year-round cash flow. In total, about 50% of the income is from tax work with strong average fees per return. Also, the practice has been moving toward a monthly subscription-based pricing model to include bookkeeping, tax, and consulting services for many of their larger clients, which has further bolstered year-round income.

 

Most of the clients live in or around Gallatin County, but the practice is now operated nearly fully remote with very little in-person client contact. The capable, experienced staff also works remotely and has been handling the majority of the client services, with minimal billable hours from the seller. The remote set up has increased efficiency, allowed the firm to keep overhead costs low, and helped to attract and retain strong talent to their team. It also means a buyer will have flexibility as to office location.

 

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