Fresno CPA Firm for Sale

CPA firm for sale in Fresno, CA. ref # FRE124. The firm was established by the Seller in 2000 and has operated in its current location for the past ten years. The office is situated in an upscale, single-story building with monthly rent of roughly $3,000. The lease may be assumable by the Buyer, if desired, or the practice may be relocated. Because most clients visit the office, keeping the practice within the general area would be ideal for client retention. Approximately 80% of clients come in for an appointment, 10% drop off their information, 8% mail in, and 2% submit documents electronically. Gross revenue of $359k is generated from approximately 185 individual returns with an average fee of $710, 53 entity returns with an average fee of $1,487, and roughly $150,000 from 17 audits, reviews, compilations, and minimal payroll services. The Seller is ready to ease into retirement but is open to continuing to work after the sale, with compensation to be negotiated. There are currently three part-time employees, all family members, who handle administrative duties; however, they will not remain after the sale. These responsibilities can likely be managed by one full-time employee or a very efficient part-time employee. The clientele will transition best to a CPA with a strong tax background and experience with non-profits, particularly churches and ministers. Because the practice includes attest work, the Buyer must be a licensed CPA qualified to perform attest services. Practice currently uses Lacerte for tax preparation as well as QuickBooks. Much more information is available on the Practice Profile.

You may contact us using the contact form on this site. Additionally, you may complete the Buyer Profile and NDA on our website. The Practice Profile will be available for download immediately after submission of the Buyer Profile and NDA.