CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
3834CASalinas$272,093availableAccounting & Tax Brokerage

$325,000 - CPA Firm for sale in Salinas, CA. This well-established firm has been around for over 30 years and in the same location for the past 10+ years. Seller is looking forward to retirement but is available for transition assistance as needed. The Seller’s ultimate goal is to find a good home for these clients with a CPA who has a solid tax & accounting background. Firm revenue of $272k is derived from 240 Individuals with an average fee of $641 and 35 entities with an average fee of $1,476, plus 12 Bookkeeping clients and 3 Payroll clients that generate revenue of $67k. Approximately 10% of clients come in for an appointment while 90% drop-off/mail in/electronically upload their documents to Seller. Firm provides bookkeeping, payroll and accounting services to multiple individuals and entities; there is no specific industry or concentration of clients. Firm uses Lacerte and Quickbooks. Firm operates with a 70% gross profit margin to the Seller. Much more information is available in the Practice Profile. Please complete the Buyer Profile and NDA on our website at atbcal.com/buyerprofile and the Practice Profile will be available for download immediately after submission. ATB, Inc. CA DRE 02002824

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