Revenue
$0-500k
0-10%
South Carolina, United States
Revenue
$0-500k
0-10%
Services
Tax Return
10%
Tax Advisory
5%
Bookkeeping
75%
Audit
0%
Financial Consulting
10%
Tax Return Split in Revenue
Bookkeeping Software
100% cloud based
Fee Structure
Mostly fixed fee
Recurring Billing
60-80%
Age of Firm
10-15 years old
What is the state of your firm, technology wise today?
Progressive
We use all cloud technology and our team is equipped to work remotely
"I'm not looking to sell right now"
Seller Intent
Open to the idea but not ready
What is your #1 reason for selling?
I'm not looking to sell right now.
What is most important to you when selling?
Ability for me to have a more exciting career with people around me
How do you envision your life, post sale?
Build products for the accounting/small business industries