This well-established practice generates a balanced mix of recurring bookkeeping & financial reporting revenue and tax compliance services, providing stable cash flow and long-standing client relationships. Great opportunity for a firm to have a presence in the Sacramento area.

Practice Details:
• The owner is a CPA
• This practice was established in 1986
• 20% of clients meet with the seller and staff
• Seller is willing to assist in transition
• Software in use includes ProSystems, CCH Engagement, CCH Scan, Practice CS
• Approximately $274,000 in annual revenue, via bookkeeping/compilations (28 clients)
• Approximately $7,000 in annual revenue, via consulting and payroll (3 clients)
• Approximately $16,800 in annual revenue, via review
• Approximately $6,500 in annual revenue, via other projects
• Approximately 215 individual tax returns with an average fee of $1,326 per return
• Approximately 62 business tax returns with an average fee of $2,442 per return
• Approximately 36 other tax returns with an average fee of $897 per return
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $276,000 (Proj. 2026)
• Lease expires 10-3-2026. Office is a 5 story multi-tenant building in business park.