ビジネスの説明

Established CPA & Accounting Practice for Sale – Northern Palm Beach County

Well-established and highly reputable CPA and accounting practice available for acquisition in desirable Northern Palm Beach County. Operating successfully for over six years, this turnkey firm offers a loyal client base, experienced staff, strong recurring revenue, and excellent growth potential. Third party SBA lender approved with only 10%. down. 

The practice is staffed by the CPA owner, a senior accountant, and an experienced office manager, providing continuity and operational efficiency for a smooth transition.

Technology & Systems. The practice utilizes industry-leading software, including:

• Thomson Reuters UltraTax
• Onvio File Cabinet
• Practice CS billing system

Office & Location

The firm operates from a professional 1,500-square-foot office located in a well-maintained professional office building in Northern Palm Beach County. The office features very reasonable lease terms, with rent of only $2,128 per month.

Services & Revenue Breakdown

Monthly Accounting Clients

• 20–30 recurring clients
• Average monthly fee: $625
• Annual revenue: approximately $150,000

Individual Tax Returns

• 245 clients
• Average fee: $1,076.48
• Annual revenue: $263,739

Business Tax Returns

• 129 clients
• Average fee: $1,287.67
• Annual revenue: $166,110

Estate Tax Returns

• 33 clients
• Average fee: $1,176.82
• Annual revenue: $38,835

Business Consulting Services

• Annual revenue: $22,979

Highlights

• Consistent recurring revenue
• Established client relationships
• Experienced professional staff in place
• Strong mix of tax and accounting services
• Turnkey operation with modern systems
• Excellent opportunity for expansion or satellite office

Ideal opportunity for a CPA, EA, or accounting firm seeking growth through acquisition in a desirable South Florida market.

Serious inquiries only. Additional information available upon request and execution of a confidentiality agreement.