Business Description

Established in 2013, the Company is a full-service accounting and tax practice serving small businesses and individuals across Northeast Wisconsin. Services include individual and business tax preparation and planning, monthly bookkeeping and compilation, payroll processing, and business consulting. The client base spans a broad mix of local trades, professional services, retail, and real estate businesses, along with a large individual tax return clientele concentrated in the Oshkosh and Ripon markets. A core of monthly bookkeeping engagements provides steady, recurring revenue that carries the practice through the off-season, while tax season delivers the annual peak. The Company has added a net 40 to 50 new clients per year for the past three years without paid marketing, driven by referrals and inbound inquiries as many area firms have stopped accepting new clients. Fees have historically been set below market, leaving a new owner clear room to grow revenue within the existing client base. The practice is led by an Enrolled Agent and does not perform audits, reviews, or compilations requiring a CPA license, keeping the service model simple and transferable.