Well Established Public & Business Accounting Firm

Raleigh, NC
Wake County


Asking Price: Annual Revenue:
$350,000 $407,563

Services: Financial, Accounting, Insurance


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RE: Well Established Public & Business Accounting Firm Broker: Mark Richie
Owner Financing is Available!

Quick Facts

Asking Price: $350,000
Annual Revenue: $407,563
Net Profit: Not Disclosed
Cash Flow: $76,675
Total Debt: Not Disclosed
FF&E: $26,975
Real Estate: Not Disclosed
Year Established: 1990
Employees: 5
BBN Listing #: 956638780
Broker Reference #: RALEINC001-N760

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Business Overview:

High standards guide this company. In the years since the company was founded, they have established a reputation for providing clients with outstanding services at reasonable prices. Their team of dedicated professionals works to continually improve our technical expertise and financial knowledge, which they pass along to clients. They work rigorously to provide perfectly accurate reports; however, if you ever incur penalties or late fees because of errors in their work, they will cover them. They believe their work should be the best in town. They value their relationship with the client. They want to work together closely, keeping them informed and involved. This means they will have the critical information you need to manage your business and personal finances when you need it. The team provides business advice and software training that is tailored to your business circumstances. They are dedicated to helping you reach success and prosperity, whatever your goals are. What is an Enrolled Agent? An Enrolled Agent (EA) is a federally-authorized tax practitioner who has technical expertise in the field of taxation and who is empowered by the U.S. Department of the Treasury to represent taxpayers before all administrative levels of the Internal Revenue Service for audits, collections, and appeals. Enrolled Agents advise, represent, and prepare tax returns for individuals, partnerships, corporations, estates, trusts, and any entities with tax-reporting requirements. Enrolled Agents expertise in the continually changing field of taxation enables them to effectively represent taxpayers audited by the IRS. To manage your business profitably, you need the right financial data, advice and services. We can provide you with the accounting, bookkeeping, tax, business consultation, payroll and other business services you need most. They want to be part of your success. Count on them to listen, give you top priority and respond promptly with services specifically suited to your company. Monthly Reporting They offer simplified monthly reports and statements to provide a quick and accurate picture of your business activity for you. Monthly Operating Statements They present your monthly breakdown of sales, sales costs, and expenses in a monthly Profit and Loss Statement. Balance Sheets They summarize your total business assets and liabilities, and they provide you with your net worth at a given point in time, so you can make decisions about capital expenditures and improving profits. Bank Reconciliation They offer a careful comparison and proof of your bank account statement with your checkbook balance each month to ensure you are always working with the correct totals. General Ledger Reports In these reports you will find a record of the dates, check numbers, payees, and expenses within each of your business accounts. Whether you prepare your records by hand, or use a computerized accounting system, this report will assure you that your reports have been properly prepared. Graphs Their graphs will give you a quick, colorful picture of the trends of your business. You can quickly compare last month or year to your current revenue and expenses.

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Reason for Selling:

Retirement

Additional Details:

  • The property is leased.
  • The owner is willing to train/assist the new owner.
  • This is not a homebased business opportunity.
  • This is not a franchise resale opportunity.

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