CALIFORNIA

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REFSTATELOCATIONANNUAL GROSS $STATUSPRIVATE SALE / BROKER
4772CAVirtual$482,082soldAccounting & Tax Brokerage

$700,000 - Virtual Client Accounting Firm for Sale. ref# VIR124. This firm has been in business for 30 years and has worked with clients in the cloud since 2011. The Seller does not meet with any clients in person and the firm can be operated from any location in the United States. In 2023, the practice generated gross revenue of $482k from 37 monthly bookkeeping clients (1120’s, 990’s, 1120S’s and Live Payroll Clients via Gusto included) with an average annual fee of $11,468, plus 10 Individuals with an average fee of $1,275, and 45k in Miscellaneous Services including State Filing, Formations, 1099 and W2 Prep, Consulting, Commissions, and Set-Up Services. 2024 projected revenue is $500k based on current client fees. Firm uses Xero, QBO, Gusto, BILL, Relay, BOX, Karbon, Drake and Thompson-Reuters. The Seller contracts 3 part-time remote staff and 3 full-time remote staff, whom are all likely to stay after the sale, as needed. 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 For further information please contact us using the message form below.