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San Antonio, TX CPA Firm
SOLD
Listing #: TXC1076
Location: Texas
Type: CPA
Annual Revenue: $386,000
Asking Price:
| Presented by: |
 |
| Kevin J. Overberg, CPA/PFS |
| Office: 720-988-4334 |
Description:
• Sole practitioner well established CPA "boutique" practice serving the medical industry • 2020 Estimated Revenue $386k • Revenue mix is 94% tax preparation (51% Individual; 43% Business; 6% Other); 6% accounting • Owner's discretionary cashflow is an impressive 61+ % of revenue • ProSystemFx software is used for tax return preparation; Quickbooks for accounting • One full-time, long term employee works on all services performed • New Class A office building houses practice offices • Owner is looking forward to retirement after a long, successful career but anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention
• Sole practitioner well established CPA "boutique" practice serving the medical industry • 2020 Estimated Revenue $386k • Revenue mix is 94% tax preparation (51% Individual; 43% Business; 6% Other); 6% accounting • Owner's discretionary cashflow is an impressive 61+ % of revenue • ProSystemFx software is used for tax return preparation; Quickbooks for accounting • One full-time, long term employee works on all services performed • New Class A office building houses practice offices • Owner is looking forward to retirement after a long, successful career but anticipates assisting buyer through an appropriate transition period to maximize knowledge transfer and client retention
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