Napa

CPA firm for sale in Napa, CA. This firm was established by the Seller in 2006 and has been operating in its current location for 16 years. Practice is relocatable but should remain in the Napa region for the best client retention. The Seller is looking forward to retirement but is willing to stay and assist based on the need of the Buyer. Practice generates gross revenue of $113k from 49 Individuals with an average fee of $751, 4 Entities (see breakdown below) with an average fee of $2,925, 1 Bookkeeping client paying $5,000/yr., $55k from local county government and commercial audits and $4k for consulting and other miscellaneous services provided. Firm uses ProSeries Tax for tax preparation as well as QuickBooks. Seller is looking for an experienced CPA with a strong background in tax and attestation. The Buyer should be personable, understanding, patient and have a strong desire to give top level service to the clients. 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.

If you don’t have an account please complete the Buyer Profile and NDA online (It will take less than 2 minutes). Once that form is submitted your account will be created and you can download the practice profile immediately. If you’ve already completed the Buyer Profile and NDA then you can log-in to our website using your email and created password (or use the forgot password link to reset password) and download this profile.

Price

$165,000

Status

Available

Business Type

CPA Firm

Gross Revenue

$112,635

Net + Discretionary

$79,455

Tax Prep Income

$48,481

Bookkeeping Income

$5,000

Other Income

$59,155

Individual Clients

49

Average Fee

$751

Entity Clients

4

Average Fee

$2,925

Revenue Breakdown

Entity Revenue Breakdown:
1 - 1120 @ $3,025 avg. fee
2 - 1120S @ $3,375 avg. fee
1 - 1065 @ $1,925 avg. fee

Bookkeeping Revenue Breakdown:
1 - Quarterly Bookkeeping @ $5,000

Other Services:
Reviews & Audits - $55,010
Consulting & Miscellaneous - $4,145

2023 Gross Revenue Estimated at $130k.

Please complete the Buyer Profile and NDA to instantly receive additional information. Once the webform has been submitted you will be redirected to webpage where you can download the Practice Profile pdf for any practice(s) you are interested in. If you previously submitted a buyer profile and NDA with us you can resubmit to be added to our new download system, or contact us for the Practice Profile. You can come back anytime to log in with your username and password and download additional practice listings. Please contact us at (855) 428-2225 or via email at steve@atbcal.com.