Sold

San Marcos II

San Marcos, CA

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Overview

CPA firm in San Marcos, CA for sale. This well-established firm has been in business for 30 years and in their current location for the past 22. Gross revenue of approximately $246k is derived from 568 individual clients with an average fee of $311, 115 Entities with an average fee of $460, monthly & quarterly accounting and a small amount of Payroll fees that generate approximately $30k of revenue. Full revenue breakdown is included on the practice profile. This firm is best suited for a CPA or EA who is personable, knowledgeable and friendly. Firm uses Lacerte, QuickBooks and CFS for Payroll. Much more information is available in the Practice Profile. Please complete the Buyer Profile and NDA online via the link below and the Practice Profile will be available for download immediately after submission.

Financial Highlights

CPA Firm
Annual Revenue $246,150
Annual SDE $138,476
Asking Price $275,000
Individual Clients 568
Ind. Avg Fee $311
Entities 115
Entity Avg Fee $460

Revenue Composition

Tax Prep Income $215,829
Bookkeeping Income $30,321

Gross Revenue Breakdown

Entity Breakdown:
2 - 1120 @ $530
71 - 1120S @ $479
6 - 1065 @ $503
32 - 1041 @ $397
4 - 990 @ 544

Bookkeeping/Payroll Breakdown:
4 Monthly @ $300/mo avg.
2 Quarterly @ $250/qtr avg.
8 Payroll with 1 or 2 EE per client

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