CPA firm for sale in the Fresno region of CA. ref# FRE223. The Seller is looking forward to retirement after a successful transition. Client transition is very important to the Seller, and they would like to continue working, part-time, for up-to 2 years to ensure a smooth transition for everyone. There is 1 full-time Office Manager that will not be staying after the sale. Approximately 28% of clients will come in for an appointment, 35% will drop off, 20% mail-in while the remaining 20% will remit their documents electronically. The Seller feels that the practice could continue to grow if an office is kept in the same location, as the current area is underserviced. In 2022, this practice generated a gross revenue of $739k from 238 Individuals with an average fee of $900, 142 Entities with an average fee of $2,337 (see breakdown below), $40k for 2 Reviews, $40k for 5 annual bookkeeping clients and $113k from Consulting/Management Advisory Services provided. Practice currently uses Ultra Tax for tax preparation as well as the full RIA Checkpoint library for Accounting and Tax, CFS, and The Tax Book. Seller is looking for an experienced CPA with a background in tax & accounting, specifically knowledgeable within the agricultural services. Much more information is available on the Practice Profile. Please log-in to your account for immediate access including the ability to download the Practice Profile pdf and update your distance preference.
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