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Ref Location Annual Gross $ Status Private sale/Name of broker
2779 East Brunswick $104,103 Sale Pending New Clients Inc.

East Brunswick, New Jersey, Practice Fact Sheet
Supplied by New Clients, Inc.

Purchase Price: $150,000 – Financing available to qualified applicants. Various programs available. Call for details.

Year Established: 2003

Monthly Clients: 3, Avg Fee: $1,858, Total: $5,573

Income Tax:
Individuals: 110, Avg Fee: $ 187, Total: $20,589
Businesses(corp-ptr): 24, Avg Fee: $1,744, Total: $41,850
Other SCH-C-E-F: 24, Avg Fee: $ 920, Total: $22,075

Other Services:
QB desktop & Online support Total: $ 2,950
Sales Tax & WC Audit Total: $ 2,975
Annual Reports/Sales Tax filings/1099/CPA 1 Total: $ 2,866

Total Gross Income: $104,103

Net Revenue: $64,358

Computer Software: Thomson Reuters: Ultra Tax, Depreciation Solutions, File Cabinet, Tool Box, Accounting CS and NetClient Portal. Intuit: QuickBooks Desk top, QuickBooks Online, Quicken. Microsoft: Outlook, Word, Excel.

Description of clientele: Business clients are small businesses grossing in the $100,000 to $5,000,000. They include retailers, manufacturers, professional services, real estate brokers and agents, Lawn care, Fitness centers, caterers, trucking, publishing, construction, day care and logistics. Personal return clients include the business owners and a variety of W-2 wage earners.

Description of area: The majority of clients are from Middlesex and Monmouth County. The business operates in East Brunswick. East Brunswick is known for its school system. It is located at exit 9 on the NJ Turnpike and has easy access to Routes 1, 18 and 19 and the thousands of potential business clients.

Other Information: The client base is well established and many of the clients have been with the firm since its beginning in 2003. Most clients are comfortable with email communications and also providing and receiving documents via the firm’s portal. Others prefer to send in work via mail or dropping the work off at our location.

Seller is requesting the following additional information from buyer: visit our website to download these forms:

Confidentiality Agreement
Financial Statement

Interested Parties Should Contact:
Bruce Clark

Once the above items are provided to NCI, I will arrange a mutually convenient time to view this practice. Any questions, please call.

Bruce Clark, CEO
Author, NCI Effect, Explosive Client Growth Plan for Accountants and CPAs
Beyond the NCI Effect, Sales Strategies That Matter to Grow an Accounting Practice
Author of the ebook, The Seven Secrets to Selling Your Practice on Your Terms

For more details please contact the advertiser about this listing:
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