Business Listings

Below are current business opportunities listed with our firm.  We are available to discuss these opportunities at any time.

Successful Accounting & Practice for Sale in the Lake Norman Area, NC 

As a successful accounting & tax practice with a steady client base, this firm is in a great position to grow and prosper. The seller, a CPA, has maintained an excellent reputation by providing customers with top notch care. Below are some  of the highlights of what this firm offers.

 Corporate Support & Services:

  • mid-size business accounting with options to outsource the entire accounting function
  • development of business strategies
  • loan package preparation
  • payroll services
  • preparation of financial statements
  • assisting with the formation of new businesses

Core services for individuals:

  • Tax Preparation and Planning
  • Debt Management Strategies
  • Budget Planning
  • Estate Planning

Client Support for Small Businesses:

  • Owner teaches seminars on tax issues, record keeping & understanding the basics of accounting


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