{"id":10614,"date":"2024-02-21T12:04:18","date_gmt":"2024-02-21T20:04:18","guid":{"rendered":"https:\/\/www.atbcal.com\/?p=10614"},"modified":"2024-05-08T12:08:51","modified_gmt":"2024-05-08T19:08:51","slug":"newport-beach-2","status":"publish","type":"post","link":"https:\/\/www.atbcal.com\/newport-beach-2\/","title":{"rendered":"Newport Beach"},"content":{"rendered":"\n<p>CPA Firm for sale in Newport Beach, CA &#8211; <strong>ref# NPB124<\/strong>. The Seller is willing to remain on staff after the sale, pay rate to be negotiated. There is currently one full-time employee and 1 part-time employee, both are also likely to stay after the sale. Approximately 50% of clients like to come in for an appointment, 20% will drop off, 5% mail-in while the remaining 25% remit their documents electronically. The current office space is conveniently located on the 1st floor of a professional building with ample parking, coffee shops and eateries nearby. The current lease has an expiration date of 9\/30\/24. If the Buyer relocates the office after the expiration of the lease, retaining a physical office within approximately 5 miles from the current location is ideal and will aid in client retention. In 2023, the practice generated a gross revenue of $601k from 460 Individuals with an average fee of $620 and 272 Entities with an average fee of $1,164 (see breakdown below). Practice currently uses Lacerte for tax preparation. The clientele will transition best to a very experienced EA or CPA with a strong background in tax and accounting. Much more information is available on the Practice Profile. Please <a href=\"https:\/\/www.atbcal.com\/login\/\">log-in<\/a> to your account for immediate access including the ability to download the Practice Profile pdf and update your distance preference.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<p>If you don\u2019t have an account please complete the&nbsp;<a href=\"https:\/\/www.atbcal.com\/buyerprofile\/\" target=\"_blank\" rel=\"noreferrer noopener\">Buyer Profile and NDA&nbsp;<\/a>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\u2019ve 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.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>CPA Firm for sale in Newport Beach, CA &#8211; ref# NPB124. The Seller is willing to remain on staff after the sale, pay rate to be negotiated. There is currently one full-time employee and 1 part-time employee, both are also likely to stay after the sale. Approximately 50% of clients like to come in for [&hellip;]<\/p>\n","protected":false},"author":63,"featured_media":4857,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"_arcd_sj_upload_link":"","_arcd_sj_progress_meter_stage":"0","_arcd_sj_progress_meter_stage_list":"[\"Listing Agreement \",\"Building Practice Profile\",\"Additional Information Needed - Check email or contact ATB\",\"Advertising & Marketing\",\"Buyer Introductions\",\"Requesting Offers (LOI)\",\"LOI Accepted\",\"Pre-Closing\",\"Due Diligence\",\"Purchase Agreement Signed\",\"Closing\",\"Sold\"]","_arcd_sj_buyer_list":"[]","_arcd_sj_document_list":"[{\"name\":\"Seller Financial Disclosure\",\"due\":\"2024-02-28\"},{\"name\":\"P&L - YTD & Prior 2 Years\",\"due\":\"2024-02-28\"},{\"name\":\"Any Other Revenue Reports\",\"due\":\"2024-02-28\"},{\"name\":\"Business Tax Returns - Prior 2 Years\",\"due\":\"2024-02-28\"},{\"name\":\"Revenue by Month - Prior 36 Months\",\"due\":\"2024-02-28\"}]","_arcd_sj_seller_info":"{\"firstName\":\"\",\"lastName\":\"\",\"email\":\"\",\"userId\":0}","footnotes":""},"categories":[5,8,12],"tags":[],"acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/posts\/10614"}],"collection":[{"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/users\/63"}],"replies":[{"embeddable":true,"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/comments?post=10614"}],"version-history":[{"count":10,"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/posts\/10614\/revisions"}],"predecessor-version":[{"id":10959,"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/posts\/10614\/revisions\/10959"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/media\/4857"}],"wp:attachment":[{"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/media?parent=10614"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/categories?post=10614"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.atbcal.com\/wp-json\/wp\/v2\/tags?post=10614"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}