CPA Firm for sale in Salinas, CA. This well-established firm has been around for over 30 years and in the same location for the past 10+ years. Seller is looking forward to retirement but is available for transition assistance as needed. The Seller’s ultimate goal is to find a good home for these clients with a CPA who has a solid tax & accounting background. Firm revenue of $272k is derived from 240 Individuals with an average fee of $641 and 35 entities with an average fee of $1,476, plus 12 Bookkeeping clients and 3 Payroll clients that generate revenue of $67k. Approximately 10% of clients come in for an appointment while 90% drop-off/mail in/electronically upload their documents to Seller. Firm provides bookkeeping, payroll and accounting services to multiple individuals and entities; there is no specific industry or concentration of clients. Firm uses Lacerte & Quickbooks. Firm operates with a 70% gross profit margin to the Seller. 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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Business Type

CPA Firm

Gross Revenue


Net + Discretionary


Tax Prep Income


Bookkeeping Income


Other Income


Individual Clients


Average Fee


Entity Clients


Average Fee


Revenue Breakdown

Entity Average Fee Breakdown:
3 - 1120 @ $2,008 avg.
13 - 1120S @ $1,858 avg.
11 - 1065 @ $1,483 avg.
8 - 1041 @ $647 avg.

Other Income Breakdown:
3 Payroll Clients with an avg. of 7 EE with total annual revenue of $13,344

Bookkeeping Income Breakdown:
12 Accounting Clients with annual revenue of $53,238

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