San Diego (Rancho Bernardo)

CPA firm for sale in the Rancho Bernardo community of San Diego. This High average fee firm is looking to reduce their workload by transitioning a portion of their tax & bookkeeping clients to an experienced CPA in the area. Sale includes anywhere from $300,000-$400,000 in gross revenue depending on the Buyer’s capacity and what type of clients the Buyer is looking for. All clients have been serviced remotely but having a local office will aid in transition. Most clients go on extension with only about 10% completed by 4/15. 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 only 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

$400,000

Status

Available

Business Type

CPA Firm

Gross Revenue

$301,250

Net + Discretionary

$301,250

Tax Prep Income

$120,475

Bookkeeping Income

$169,000

Other Income

$11,775

Individual Clients

45

Average Fee

$927

Entity Clients

66

Average Fee

$1,193

Revenue Breakdown

Entity Avg. Fee Breakdown:
8 - 1120 @ $4,072 avg
32 - 1120S @ $844 avg
12 - 1065 @ $1,021 avg
14 - LLC @ $495 avg

Partial practice sale. This sale can include gross revenue between $300,000 and $400,000 depending on buyer desire, capability and capacity. Please see practice profile for additional information.

Firm currently provides all services remotely but for retention purposes it would be best to remain close to Rancho Bernardo.

Bookkeeping:
Initial list contains 64 Bookkeeping Clients with an average fee of $2,641

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.