Client & Revenue Profile
Accounting & Bookkeeping:
Monthly Clients: 10 | Avg Fee $2,300 | Total $23,000
Income Tax:
Individuals: 360 | Avg Fee $1,200 | Total $432,000
Businesses: 82 | Avg Fee $3,000 | Total $225,000
Other: 10 | Avg Fee $2,900 | Total $29,000
Other Services:
Advisory: $30,000
IRS Resolution / Tax Catch-up: $100,000
Total Gross Revenue: $840,000
Client Demographics:
50% small business owners (82 separate business filings)
200 individual clients (professionals, retirees)
Primarily Texas-based, with some out-of-state and international clients (Canada, Norway, Taiwan, Cayman Islands, Germany, Guatemala)
Client Delivery:
90% trained to use electronic document delivery (ShareFile) and e-signature (RightSignature)
Remote staff work 3 out of 5 days per week
SDE - $367,400
Asking Price - $1.2M
#5299 - Houston - TEXAS
| ref | state | location | annual gross $ | status | private sale / broker |
|---|---|---|---|---|---|
| 5299 | TX | Houston | $840,000 | new | Thrive Financial Group, LLC |
For more details please contact the advertiser about this listing:
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