CALIFORNIA

$2,600,000 - Well established EA firm that specializes in Client Accounting services for sale in Glendale, CA ref# GLE124. The seller is looking forward to retirement but is available to assist the Buyer with transition and able to continue working on a limited basis after the sale, if needed. The firm staff include 10 full-time employees, most of whom work in the physical office, are responsible, task oriented, and likely stay after the sale. This is a quality client accounting firm that provides all related services to their clients, including monthly accounting, CFO/AP/AR services, payroll, tax, consulting, and business management. Approximately 95% of the clients remit their documents to the office electronically, while 5% prefer to come into the local office for an appointment. The gross revenue of $1.825M – $1.950M is derived from $1.15M of income from Accounting and Bookkeeping, plus $65k from Payroll services, $423k from Business Management & recurring Consulting Services, and tax services that include 45 Individual returns with an avg. fee of $1,200 plus 69 Entities with an avg. fee of $1,369. Firm uses Lacerte for tax return preparation services in addition to QuickBooks Enterprise Desktop and QBO for client accounting. The clientele will transition best to an EA or CPA with an extensive background in Accounting and Business Management who can also oversee and review all tax matters. The Buyer should be a hands on experienced manager, who is detail oriented and able to provide attention and assistance to staff and clients on a regular basis. Much more information is available on the Practice Profile, including a more in-depth breakdown of the staff and financials. 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.