Rapidly growing CPA practice with strong monthly recurring bookkeeping revenue and significant upside from established referral relationships.

• The owner is a CPA
• This practice was established in 2018
• Software in use includes Lacerte, Canopy, Ignition and QuickBooks
• Approximately $520,000 in annual revenue, via bookkeeping (79 clients) 
• Approximately 950 individual tax returns with an average fee of $633 per return
• Approximately 250 business tax returns with an average fee of $1,600 per return
• Approximately 75 other tax returns with an average fee of $733 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business:  $708,000 (Projected 2026)
• Lease expires 4/1/2032