CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
3941CAOakdale$558,819availableAccounting & Tax Brokerage

$560,000 - Well-established CPA firm for Sale in Oakdale, CA. This firm was built on it’s reputation and has been a fixture in the local community for over 15 years. Seller is looking forward to retirement but is available to assist Buyer, as needed, for a couple years. Practice provides Accounting, Bookkeeping, Payroll and Tax Services to multiple individuals and business entities in the area. Gross revenue of $558k is derived from 744 Individuals with an avg. fee of $396, along with 130 entities with an average fee of $1,155 plus accounting/bookkeeping/payroll/consulting clients that bring in an additional $113k of annual revenue. Firm uses Lacerte and Quickbooks along with Creative Solutions and W2 Mate. Staff is very likely to remain after the sale which will assist in client retention. Firm could be owned and operated remotely, but it would be essential to maintain a physical presence in Oakdale. The Community of Oakdale is located in the San Joaquin Valley about 15 miles north of Modesto. Oakdale is easily accessible via a one-hour drive from the San Francisco East Bay or 45 minutes from Stockton. Much more information is available on 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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