Total Gross Income: $513,061 Net Profit: $254,719 with Owner add backs Purchase Price: $645,000 – Financing available to qualified applicants. Various programs available. Call for details. Year Established: 2005 Accounting, bookkeeping, Compilations: Monthly Clients: 32 Avg Fee: $462 Total: $177,570 Income Tax: Individuals: 133 Avg Fee: $ 1,218 Total: $161,933 Businesses: 84 Avg Fee: $1,973 Total: $165,767 Other Services: Tax Projections, QB Training, Misc. Total: $ 7,791 Full-time Employees: 2 + Owner Part-time Employees: 1 Computer Software: Lacerte, QB Desktop, QBO, Revver, SafeSend Returns. Description of Clientele: Individual, business owners, no specific niche: var. services, contractors, real estate, restaurants. Clientele is local, Bay Area, CA Central Coast. Majority communications are virtual, online (uploads, emails). Description of Area: The Monterey Peninsula anchors the northern portion on the Central Coast of California and comprises the cities of Monterey, Pebble Beach, Carmel, Carmel Valley, Pacific Grove, Seaside, Marina and the resort and community of Pebble Beach.
The seller is requesting the following additional information from the buyer:
• Confidentiality Agreement • Financial Statement
Interested Parties Should Contact: Chris Clark Practice Sales Specialist New Clients Inc using the message form below.
