Business Overview

This well established Bookkeeping, Accounting, and Tax Preparation firm has a rock-solid history serving Madison and Dane County for nearly 25 years. The firm is owner operated with a lean P&L and comes with part-time support staff to provide services to its loyal client base.

Clients of the firm are comprised of small business owners and individuals — demographics that have proven to be loyal and an extremely strong customer referral source. There is no easier way to scale your current firm or launch a practice of your own than acquiring an operating practice — it has clients, systems, and revenue already in place.

To request the Offering Memorandum and financials, please fill out the form below.