Please be informed that the seller is only willing to entertain buyers who are agreeable to the following terms:
Purchase Price: $3MM
Seller Financing: 5% of the purchase price or $150K, personally guaranteed with a promissory note, payable 12 months after close.
Transition: 120 hours over a period of 60 days after close.
Close: 60-75 days to close from contract sign date.

·• The owner is a CPA
• This practice was established in 2010
• Software in use includes Lacerte, QuickBooks, MS Office
• Approximately 70 bookkeeping clients generating $879,600 in revenue
• Approximately 92 individual tax returns, with an average fee of $699 per return
• Approximately 115 business tax returns, with an average fee of $1,574 per return
• Approximately 3 business tax returns, with an average fee of $7,003 per return
• Approximately $104,500 in revenue from other services (1099, entity creation, etc.)
• Approximately $60,700 in revenue from consulting ($55,700) and payroll processing ($5,000)
• Annual cash flow including owner's salary and benefits, personal vehicles, and any other non-operational expenses of the business: $1,040,727 (2024)
• Lease is N/A. Seller owns building.