Established Palm Beach CPA & Accounting Practice For Sale
Not Disclosed, FL Palm Beach County
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- RE: Established Palm Beach CPA & Accounting Practice For Sale
- Contact: Max Crescenzi
Quick Facts
| Asking Price: | $900,000 | |
| Annual Revenue: | $641,663 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $389,036 | |
| Total Debt: | Not Disclosed | |
| FF&E: | $10,000 | |
| Real Estate: | Not Disclosed | |
| Year Established: | 2020 | |
| Employees: | 2 | |
| BBN Listing #: | 1012735 | |
| Broker Reference #: | 6401829634 |
Business Overview:
Established CPA & Accounting Practice for Sale – Northern Palm Beach County
Well-established and highly reputable CPA and accounting practice available for acquisition in desirable Northern Palm Beach County. Operating successfully for over six years, this turnkey firm offers a loyal client base, experienced staff, strong recurring revenue, and excellent growth potential.
The practice is staffed by the CPA owner, a senior accountant, and an experienced office manager, providing continuity and operational efficiency for a smooth transition.
Technology & Systems. The practice utilizes industry-leading software, including:
- Thomson Reuters UltraTax
- Onvio File Cabinet
- Practice CS billing system
The firm operates from a professional 1,500-square-foot office located in a well-maintained professional office building in Northern Palm Beach County. The office features very reasonable lease terms, with rent of only $2,128 per month.
Monthly Accounting Clients
- 20–30 recurring clients
- Average monthly fee: $625
- Annual revenue: approximately $150,000
Individual Tax Returns
- 245 clients
- Average fee: $1,076.48
- Annual revenue: $263,739
Business Tax Returns
- 129 clients
- Average fee: $1,287.67
- Annual revenue: $166,110
Estate Tax Returns
- 33 clients
- Average fee: $1,176.82
- Annual revenue: $38,835
Business Consulting Services
- Annual revenue: $22,979
Highlights
- Consistent recurring revenue
- Established client relationships
- Experienced professional staff in place
- Strong mix of tax and accounting services
- Turnkey operation with modern systems
- Excellent opportunity for expansion or satellite office
Ideal opportunity for a CPA, EA, or accounting firm seeking growth through acquisition in a desirable South Florida market.
Serious inquiries only. Additional information available upon request and execution of a confidentiality agreement.
Contact the Seller:
To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button (above Quick Facts) and when you are done searching and have made all your selections, simply click on the REQUEST FREE INFO button at the bottom of this page.
Reason for Selling:
Downsizing. Kindly ask the seller for more information.
Additional Details:
- The property is Leased.
- The owner is willing to train/assist the new owner.
- This is not homebased business opportunity.
- This is not a franchise resale opportunity
Relevant Links:
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