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San Mateo CPA Practice
Listing #
CAN5030
Location
California
Annual Revenue
$803,000
Asking Price
$975,000
Type
CPA TAX BOOKKEEPING
| Presented by: |
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| The A Team |
| Toll Free: (888)783-7822x3 |
Description:
• The owners are CPAs and prefer buyers to be CPAs
• 30% of clients drop off material. Clients can be serviced remotely once trust is established with new owner
• This practice was established in 1998
• Software in use – Lacerte, QuickBooks, Rights Network, Microsoft Office
2023 Gross revenue includes:
• Approximately $103,000 revenue generated from Bookkeeping
• Approximately 271 individual tax returns with an average fee of $1,474 per return
• Approximately 68 Business tax returns with an average fee of $3,432 per return
• Approximately 30 Trust returns with an average fee of $1,795 per return
•Approximately $12,000 revenue generated from Consulting
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $540,870 (2023)
• Lease expires: Negotiable
• 30% of clients drop off material. Clients can be serviced remotely once trust is established with new owner
• This practice was established in 1998
• Software in use – Lacerte, QuickBooks, Rights Network, Microsoft Office
2023 Gross revenue includes:
• Approximately $103,000 revenue generated from Bookkeeping
• Approximately 271 individual tax returns with an average fee of $1,474 per return
• Approximately 68 Business tax returns with an average fee of $3,432 per return
• Approximately 30 Trust returns with an average fee of $1,795 per return
•Approximately $12,000 revenue generated from Consulting
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $540,870 (2023)
• Lease expires: Negotiable
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