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 |
1012735 |
|
| # 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
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.
Property Features and Assets:
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