San Mateo CPA Practice
 Sale Pending
Listing #: CAN5030
Location: California
Type: CPA TAX BOOKKEEPING
Annual Revenue: $803,000
 Asking Price: $975,000
Presented by:
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
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