Accountant-Man
Level 13

Greta, after over one year of meeting with several local CPAs who I knew, I went with https://accountingpracticesales.com/.

"Bradley Holmes" <bradley@apsholmesgroup.com>. He's in Texas, so he missed a few things about South Jersey etc, but it worked.

Brad narrowed down the responses to seven, I called and spoke with four of them.  One was geographically undesirable (as were the other three I did not speak with). One was too light on experience, one was good (MBA and an educator, too), but too light on staffing.

The third(my original first choice) is a lot like me but with much more CFO experience, which I don't have. He hired two of my employees, needing both. Almost all of his employees work remotely.

I had over 500 1040s and about 80 of the rest, including 48 1041s. Very little bookkeeping, but the need could be used to create more business. The only work I had to do was prep the 1041s, meet with some clients and the new guy, and act as a courier with the files.

It worked out pretty well, and much better than the others would have.

 

** I'm still a champion... of the world! Even without The Lounge.