Accounting - Bookkeeping - Software Support Firm

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Great beach town accounting firm!
Asking Price:
$489,000

Gross Revenue:
$489,000
Cash Flow:
 Not Disclosed
EBITDA:
 Not Disclosed
Inventory:
 Not Disclosed

FF&E:
 Not Disclosed
included in asking price

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Business Description

A well-established 17-year old San Diego County non-certified outsourced CFO, accounting, bookkeeping and software support services company. The client list runs the gamut of sole proprietors to professional LLC’s to large corporations. Most clients are on a signed retainer, monthly automatic payment basis; there is virtually no accounts receivable.

About the Business

Year Established:
2001
Number of Employees:
7
Relocatable:
Yes
Real Estate:
Leased
Facilities:
Lease is good terms and renewal options; cooperative landlord. 675 sq ft located in North San Diego County. Space includes reception area, two offices and storage.
Market Outlook/
Competition:
Company has a great reputation with a large amount of new clients coming from referrals, especially from CPAs and legal firms. The newer website ranks high in searches for QuickBooks ProAdvisors.
Growth & Expansion:
This practice is an excellent opportunity for an existing accounting or financial services firm looking to expand, or for a new accountant to get immediately established.
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About the Sale

Reason For Selling:
The seller is looking forward to retirement!
Training/Support:
Owner is willing to stay on for training for a reasonable length of time.
Seller Financing:
Seller will hold reasonable paper

Listing Info

ID:
1513096
Ad Detail Views:
456

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Business Listed by

Tina Marino

THE HEIM GROUP, INC.
License# 01209985

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U.S. Census Data for San Diego County, CA
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Source: Decennial Census (2010), United States Census Bureau.

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U.S. Community Survey Data for San Diego County, CA
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Source: American Community Survey (2010-2014), United States Census Bureau.

This product uses the Census Bureau Data API but is not endorsed or certified by the Census Bureau.


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