Sold

Calabasas

Calabasas, CA

← Back to Listings

Overview

CPA firm for sale in Calabasas, CA. This 2 Partner CPA firm can be the perfect addition to a larger firm as well as a great fit for an experienced individual CPA with staff. Firm revenue is derived from approximately 410 Individual clients with an average fee of $837 and 239 Entities with an average fee of $1,874. Gross revenue breakdown is 62% Income Tax Preparation, 7% Compilation & Reviews, 15% Monthly Write up, and 16% Consulting Services. Currently 75% of clients will remit documents via email/mail/fax while 25% want to come in for an in-person meeting.

Financial Highlights

CPA Firm
Annual Revenue $1,298,586
Annual SDE $791,044
Asking Price $1,925,000
Individual Clients 410
Ind. Avg Fee $834
Entities 239
Entity Avg Fee $1,874

Revenue Composition

Tax Prep Income $789,937
Bookkeeping Income $290,009
Other Income $206,765

Gross Revenue Breakdown

62% Income Tax Preparation
7% Compilation & Reviews
15% Monthly Write up
16% Consulting Services

75% of clients will remit documents via email/mail/fax
25% want to come in for an in-person meeting

Interested?

Request access to view the detailed financial package, recast statements, client retention data, staff overview, and seller interview notes for this listing.

Request Buyer Access

Confidential Details

Log in or register for buyer access to view the full financial package and detailed due diligence materials for this listing.