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Professional Accounting and Tax Advisory Firm
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This Florida-based accounting firm provides a broad spectrum of services, including tax planning and compliance, small business accounting, and estate planning. The firm serves individuals, businesses, trusts, estates, and nonprofit organizations, offering tailored solutions to optimize financial outcomes.
Key Highlights:
Specialized expertise in complex areas like multi-state taxes, sports accounting, and tax incentives.
Established relationships with high-net-worth clients and businesses.
Revenue driven by recurring services and high client retention.
CPA willing to remain onboard through extended transition. CPA also open to continuing in business development capacity if preferred by buyer.
Key Highlights:
Specialized expertise in complex areas like multi-state taxes, sports accounting, and tax incentives.
Established relationships with high-net-worth clients and businesses.
Revenue driven by recurring services and high client retention.
CPA willing to remain onboard through extended transition. CPA also open to continuing in business development capacity if preferred by buyer.
About the Business
- Years in Operation
- 15
- Employees
- 6 Full-time
- Currently Relocatable
- Yes
- Facilities & Assets
- Private office
- Opportunities for Growth
- Specialization: Focusing on specific niches to differentiate from generalist firms.
Digital Presence: Enhancing websites, utilizing LinkedIn,
Technology Adoption: Using AI for automation to improve efficiency.
Advisory Focus: Moving beyond compliance to advisory-based relationships.
Intuit
Intuit
About the Sale
- Seller Motivation
- other interests
- Transition Support
- 2 weeks no cost
Listing Info
- ID
- 2478479
- Listing Views
- 15
Listing ID: 2478479 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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