ARIZONA

This Practice is poised for a sizeable increase in revenue under new ownership. This practice serves small business owners of closely-held businesses and their owners. Clients are served clients through monthly bookkeeping, accounting, payroll (approx. 45%); Tax (approx. 45%); and (consulting approx. 10%). This provides a smooth revenue stream throughout the year. The Practice’s success can largely be attributed to the timely delivery of service to clients who have grown to trust the services provided. The practice is known for providing personal service with great interpersonal skills and accuracy, and use of technology. Also available is the financial planning business of AUM clients in a separate PLLC.