• The owner is a CPA

• This practice was established in 2016

• Software in use: Drake, Sharefile, QBO

• Approximately $106,000 in revenue generated from bookkeeping (70 clients)

• Approximately 41 individual tax returns with an average fee of $1,209 per return

• Approximately 72 business tax returns with an average fee of $1,602 per return

• Approximately $37,200 revenue generated from Other Services

• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: N/A Book of Business