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This is an outstanding opportunity for an Enrolled Agent or a CPA to acquire a well-established accounting and tax professional services firm focused on serving the needs of small businesses. Why take on the risk and time required to start a new firm from scratch when you can acquire this turn-key operation with an experienced staff and long-term satisfied clients that generated $438 thousand in revenue in 2021?

This Firm provides a broad range of professional services including small business accounting, bookkeeping, payroll, tax preparation and planning and business consulting. Recurring accounting and payroll services represented 64.4% of total revenues in 2021. Tax services to companies and individuals represented 31.5% of revenue with advisory, consulting and set-up fees representing the balance.

As a result of this Firm’s eight-year history in the Phoenix Metro West Valley and the strong reputation it has developed for high quality, timely and responsive services, the Firm has an extensive base of recurring clients and frequent referrals from its highly satisfied clients. Revenue has grown consistently since the Firm’s inception with 2021 revenues 74% higher than revenue in 2018. With rare exception, the only case in which the Firm loses a client is when the client goes out of business.

While this Firm is currently a franchisee of a national professional services franchisor, the buyer has the option of acquiring the business without the franchise agreement or continuing the franchise relationship with the attendant fees and support involved with the franchisor relationship. The Firm has developed it own branding with its client base alongside the franchise brand.

This business is eligible for SBA financing.

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Disclaimer: DealStream has not independently verified any of the information in this listing and makes no warranty as to its accuracy or completeness. This listing does not constitute an offer to sell, solicit or make an offer to buy an investment interest. Offers to sell, or the solicitation of offers to buy, any security can only be made through official offering documents, such as a subscription agreement and private placement memorandum.