Oakdale

Overview

Well-established CPA firm for Sale in Oakdale, CA. This firm was built on it’s reputation and has been a fixture in the local community for over 15 years. Seller is looking forward to retirement but is available to assist Buyer, as needed, for a couple years. Practice provides Accounting, Bookkeeping, Payroll and Tax Services to multiple individuals and business entities in the area. Gross revenue of $558k is derived from 744 Individuals with an avg. fee of $396, along with 130 entities with an average fee of $1,155 (Breakdown below) plus accounting/bookkeeping/payroll/consulting clients that bring in an additional $113k of annual revenue. Firm uses Lacerte & Quickbooks along with Creative Solutions and W2 Mate. Staff is very likely to remain after the sale which will assist in client retention. Firm could be owned and operated remotely, but it would be essential to maintain a physical presence in Oakdale. The Community of Oakdale is located in the San Joaquin Valley about 15 miles north of Modesto. Oakdale is easily accessible via a one-hour drive from the San Francisco East Bay or 45 minutes from Stockton. Much more information is available on the Practice Profile. Please log-in to your account for immediate access and to download the Practice Profile pdf.

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