Presented by: |
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Kevin J. Overberg, CPA/PFS |
Office: 720-988-4334 |
- Single-owner CPA practice operated virtually
- 36% Tax Preparation (57% Individual; 36% Business; 7% Other) 62% Bookkeeping; 1% Consulting
- Cash flow to owner before potentially duplicate expenses is 48% of gross revenue
- Practice utilizes QuickBooks, CCH Axcess, OneDrive, and ImagineTime
- One full-time employee and one part-time employee accustomed to working remotely
- Owner is looking forward to retirement after a long, successful career
- Owner anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention