Vet CPA Firms for Acquisition
Budget: $8 – $15 USD
I'm looking for a Virtual Assistant experienced in small business or M&A to help identify and vet small CPA/accounting firms for acquisition.
Key Responsibilities:
- Identify potential small CPA/accounting firms (on/off-market)
- Reach out to owners/listing brokers via email
- Collect financials (revenue, client base, etc.)
- Qualify leads based on specific criteria
- Track leads in Google Sheets or CRM
Ideal Candidate:
- Experience in business acquisitions or M&A
- Knowledge of professional service firms (preferred)
- Strong written English and organizational skills
- Professional and discreet
Details:
- Duration: 1–3 months, with possible extension
- Please include: Relevant experience and availability
Key Responsibilities:
- Identify potential small CPA/accounting firms (on/off-market)
- Reach out to owners/listing brokers via email
- Collect financials (revenue, client base, etc.)
- Qualify leads based on specific criteria
- Track leads in Google Sheets or CRM
Ideal Candidate:
- Experience in business acquisitions or M&A
- Knowledge of professional service firms (preferred)
- Strong written English and organizational skills
- Professional and discreet
Details:
- Duration: 1–3 months, with possible extension
- Please include: Relevant experience and availability