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FIRM WITH EXCEPTIONAL REPUTATION IN HINGHAM AREA

A well-established CPA firm with an exceptional reputation is located in the Hingham area in the South Shore of Massachusetts. Significant growth has been entirely organic with steady referrals earned through quality work and excellent service.

Date Posted

August 10, 2022

A well-established CPA firm with an exceptional reputation is located in the Hingham area in the South Shore of Massachusetts. Significant growth has been entirely organic with steady referrals earned through quality work and excellent service. Engagements include business and individual tax, tax advisory, business consulting, and some bookkeeping. Profit is historically strong and steady with a 4-year average of 51%. Owner hours are low at approximately 1800/year. The client portfolio is primarily high-net-worth individuals and professionals. Client industries are diverse and stable. Clients are long-term and loyal, appreciating the team support approach that the firm provides. Staff are highly capable, personable, and work both independently and collaboratively with little supervision. Staff are client-facing and have helped in the development of the firm’s long-term client relationships. The staff are one of the firm’s greatest attributes and will be very valuable for the buyer. Most staff are long time sub-contractors who value their role, opportunity, and future within the firm. Systems and platforms are modern allowing efficient and productive workflow and a paperless environment. Location is excellent, in the midst of a large client market. The office is fully accessible, and easily accessed both locally and by major routes.  This is an exceptional opportunity for a buyer looking for an established and profitable turn-key firm with a very desirable client portfolio, amazing team, and significant growth opportunities. Asking: $995K, Annual Gross: $872K. Please respond to clientserviceteam@poegroupadvisors.com

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