SOLD NOVEMBER 2024 – CPA Firm for Sale in San Luis Obispo, CA. ref# SLO123. This firm has been operating for over 25 years and in the same location for over 10 years. The Seller is looking forward to retirement but is able to assist the Buyer after the sale as needed. The practice can be moved from it’s current location but should remain in the local region for the best client retention. Practice generates gross revenue of $274k from 140 Individuals with an average fee of $1,065, plus 45 Entities with an average fee of $1,391 (additional breakdown below), and $62k of revenue from 2 HOA Reviews, Compilation/Bookkeeping Services, Consulting and other Misc. Services provided. Approximately 44% of clients like to come in to the office for an appointment while the remaining 66% prefer to drop-off, mail, and electronically remit their tax information. Firm uses Drake, Lacerte, QuickBooks and CFS. Seller is looking for a CPA with a background in tax who is responsive, patient and kind. 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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