Description:
• Sole practitioner CPA in great outdoor activity community • Revenue mix is 42% accounting & P/R services to 34 monthly, 4 qtly & 60 annual clients; 56% tax prep services for individual & business clients; & 2% for 3 reviews. • Cashflow to owner before potentially duplicate expenses is just over 40% • Tax software used is Lacerte. Accounting software is Quickbooks • In addition to the owner, there are 5 employees •‚¬â€œ office manager, receptionist, tax preparer and 2 write-up staff members • Professionally appointed, owner-occupied office space can also be acquired or leased. The office space can be increased to accommodate future growth • 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