NOT DISCLOSED, Florida
| Asking Price |
$900,000 |
Year Established |
2020 |
|
| Annual Revenue |
$641,663 |
Reason for Selling |
Downsizing |
|
| Annual P/L |
$0 |
Attention |
Max Crescenzi |
|
| Annual Cash Flow |
$389,036 |
Listing Number |
1010862 |
|
| # of Employees |
2 |
Business Category |
Services: Financial, Accounting, Insurance |
|
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
Office & Location
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.
Services & Revenue Breakdown
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.
Please refer to listing #6401829634 and ask for Business Broker, Max Crescenzi when inquiring.
Property Features and Assets:
<p>Business Location: Leased</p><p>Type of Location: Office</p><p>Monthly Rent: $2,127.53</p><p>Square Units: 1,500 sq ft</p><p>Lease Expiration Date: January 1, 2030</p><p>Terms Options: Available</p>
Market Competition and Expansion:
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