• The owner is a CPA
• This practice was established in 2019
• Software in use includes Intuit Pro series, QuickBooks Desktop and online
2024 Revenue includes:

• Approximately $51,000 in annual revenue, via bookkeeping (25 clients)

• Approximately $135,000 in Audit & Review

• Approximately $49,000 in Consulting

• Approximately $14,500 in Payroll Processing (12 clients)
• Approximately 320 individual tax returns with an average fee of $550 per return
• Approximately 112 business tax returns with an average fee of $2,000 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $300,000 (Proj. 2025)
• Lease expires 10/31/2029, lease assumable