Revenue
$0-500k
50+%
Arizona, USA
Revenue
$0-500k
50+%
Services
Tax Return
25%
Tax Advisory
0%
Bookkeeping
60%
Audit
0%
Financial Consulting
15%
Tax Return Split in Revenue
Bookkeeping Software
100% cloud based
Fee Structure
Mostly fixed fee
Recurring Billing
80-100%
Age of Firm
1-2 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
"Buyer must be bilingual, strategic and willing to provide holistic bookkeeping, strategic advisory and tax preparation services to a loyal client base"
Seller Intent
Open to the idea but not ready
What is your #1 reason for selling?
Considering venturing out into other business ideas
What is most important to you when selling?
Maximum dollar value
How do you envision your life, post sale?
I am exploring opportunity to pursue other business ideas