|REF||STATE||LOCATION||ANNUAL GROSS $||STATUS||PRIVATE SALE / BROKER|
|4433||CA||San Diego (Kearny Mesa)||$884,286||available||Accounting & Tax Brokerage|
$900,000 - CPA firm for sale in the Kearny Mesa area of San Diego, CA. This Dual-Proprietor firm has been operating in its current location for 13 years. It’s central location allows easy access for clients to attend in-office appointments as well as drop-off their documents. Approximately 65% of clients come in for an appointment while the other 35% drop-off, mail-in or electronically upload their documents to the Sellers. The firm can be moved from its current location but should remain centrally located for client retention purposes. Firm provides bookkeeping, payroll, accounting and tax services to multiple individuals and entities. There is approximately $25k – $30k of revenue from Japanese speaking write-up/bookkeeping clients. The Sellers are willing to carve-out these clients, if necessary, for the sale of the firm. Practice generates gross revenue of $328k from 903 Individuals with an average fee of $364, plus 205 Entities with an average fee of $1,263. An additional $338k of revenue from Reviews, Compilations, Write-up, Payroll, Consulting and other services provided. Firm uses Lacerte for tax preparation as well as QuickBooks. Sellers are looking for a CPA that is knowledgeable in all aspects of taxation and accounting, be easily able to exhibit their competence as well as convey that they are organized and efficient while providing excellent service to the clients. 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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