NEW YORK
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| REF | STATE | LOCATION | ANNUAL GROSS $ | STATUS | PRIVATE SALE / BROKER |
|---|---|---|---|---|---|
| 4970 | NY | Dutchess County | $321,700 | new | Thrive Financial Group, LLC |
Brief History of the Firm: The firm was started on 3/31/2010 on sole prop, focusing on QB, and
Accounting and Tax. The core business is ongoing Accounting, payroll and tax support on monthly
subscription bases, and annual tax preparation and planning. Switched to PC in April 2019.
Client Information:
Accounting, Bookkeeping, Compilations:
Monthly clients: 20, Average Fee $620, Total $168,000
Quarterly clients: 1, Average Fee $600, Total $2,400
Annual clients: 12
Income Tax:
Individuals: Total $91,700
Businesses: Total $53,800
Other: Total $16,200
*12 month grand total: $321,700
Total Gross Income: $321,700 (rolling 12 months)
Asking price $432,000
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