Full Service CPA, high end clients, high growth rate

, California 24 views 0 favorites

Financial Highlights
Asking Price
$900,000
Revenue
$800,000
Business Description

50+ new clients in 2021 and there are currently no outbound sales and marketing campaigns other than satisfied clients that refer business to the firm. This is a very well regarded firm with a strong reputation for quality work that handles a variety of work throughout the country as well as in San Diego County. The core of work is in San Diego County, however there are some individuals and businesses outside of San Diego County and even the state of California that rely on the firm for the tax and accounting needs. The personal touch provided by a firm of this size is a major reason why someone from outside the state with a complicated tax return prefers to work with this firm rather than a larger tax or accounting firm. There are relationships in place that funnel new clients to the firm from outside of the state through word of mouth referrals. This is a chance to own your own accounting firm that has a diversified base of clients, extremely well trained employees, and the ability to continue to grow within the current accounts to achieve higher revenue levels. Location: San Diego County, California Year Established: 2008 Number of Employees: 5 Real Estate: Leased Facilities: Very attractive office in a convenient San Diego location. Close to freeways for an easy commute for employees and the occasional client meeting. Access to additional space within the building if needed and space for all employees. Growth & Expansion: Almost unlimited room for expansion, however the ability of a client to speak to the owner is something that should not be lost. The new owner will need to decide when to raise prices so the firm does not become overloaded with work or if they would like to take on more clients and grow the firm. One employee that is currently an EA is in the process of taking the CPA exam, so the business will have 2 full time CPAs staying with the business as employees.

Business Details
Industry:
Financial Services
Real Estate Included:
No
About the Seller
AU
Admin User
6498
Active Listings
New
Member Since

Listed: Apr 21, 2022

Updated: 7 hours ago

Views: 24

Favorites: 0