• The owner is a CPA
• This practice was established in 1987
• Software in use includes Lacerte, QuickBooks
2022 revenue includes:
• Approximately $233,000 in bookkeeping services (38 clients)
• Approximately 415 individual tax returns with an average fee of $454 per return
• Approximately 40 business tax returns with an average fee of 3,134 per return
Other revenue:
- Approximately $17,000 in payroll services
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $352,329 (Proj 2024)
• Lease expires on N/A. Month-to-month