Business Description

This successful CPA firm in North Phoenix, Arizona generates $821,000 in annual revenue, with $420,000 in Seller Discretionary Earnings (SDE). The firm primarily serves business clients, with over 60% of its revenue coming from business entities. The firm's clientele consists mainly of owners of businesses who also use the firm's services for individual taxes, with average returns of $1,300 for individual and lucrative returns for business clients. The firm also has a strong base of approximately 25 monthly bookkeeping and accounting clients, contributing around $212,000 annually. This client base enhances efficiency during tax season as these clients are also tax clients. The acquisition includes full-time employees and a principal who can continue with the firm post-acquisition. The firm boasts a 53% cash flow margin, providing ample funds for potential bank financing. Notably, the firm does not handle audit or attest work. With a diverse portfolio of clients including middle-market companies and expanding small businesses,