#5074 - Dutchess County - NEW YORK

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: $321,700Total Gross Income: $321,700 (rolling 12 months) Asking price $432,000
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Thrive Financial Group, LLC

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