San Francisco County, CA Financial Services Businesses For Sale

San Francisco - East Bay EA Practice For Sale
$520,000
San Francisco - East Bay EA Practice For Sale

San Francisco, CA

• The owner is an EA • This practice was established in 2009 • This is the sale of a partial book of business • Software in use includes UltraTax, Practice CS, File Cabinet CS YTD 11/2017 generated revenue as follows: • Bookkeeping: $43,500 • Individual Tax Returns: $332,700 in revenue • Business Tax Returns: $60,000 in revenue • Other Tax Returns: $5,000 in revenue • $24,500 +/- revenue generated via tax resolution, consulting, and payroll processing • Lease expires in 2022. Buyer will lease space from seller

Mortgage Field Inspection Services
$550,000 Cash Flow: $252,363
Mortgage Field Inspection Services

San Francisco, CA

Field inspection services for financial institutions. Their services are typically needed in instances when banks, mortgage lenders and insurance agencies need to verify information about homes, businesses or vehicles they have a financial interest in. For example, an insurance agency may contract a field inspector to examine a home for potential problems prior to issuing a home insurance policy to the owner. A mortgage lender or bank can use a field inspector to confirm a foreclosed property is no longer occupied. The duties of a field inspector vary by the type of inspection, but generally include driving to a location, performing a visual inspection, taking photos and writing a brief report. Insurance companies may employ field inspectors to verify the address of a business or perform inspections after a claim has been filed. Field inspection representatives drive to an address and conduct the inspection based on the requirements of the work order from the client. It is normal procedure to include photos of the property and an address verification photo. The report may note observations of occupancy, damages, vandalism, hazards and other conditions as may be required. Site inspection orders relate to mortgage delinquency, bankruptcy, foreclosure, auto loans, insurance claims and other reasons to have a site visit made. This business is conducting business in 5 Southern States and is currently operated from outside the area. The new owner does not need to be located in the immediate area. No special licenses needed. Please complete and return the attached NDA to receive the Confidential Information Memorandum for the Mortgage Field Services Company. Email completed NDA to info@westwoodbenson.com.

San Francisco, CA CTEC Practice For Sale
$130,000
San Francisco, CA CTEC Practice For Sale

San Francisco, CA

• The owner is a CTEC • This practice was established in 1980 • Software in use includes Lacerte • Approximately 2 bookkeeping clients, generating $5,750 of the gross revenue • Approximately 1,000 individual tax returns with an average fee of $95 per return • Approximately 30 business tax returns with an average fee of $325 per return • Approximately 17 other tax returns with an average fee of $300 per return • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $68,400 • Lease expired in June 2017

San Francisco CPA Practice For Sale
$900,000
San Francisco CPA Practice For Sale

San Francisco, CA

• The owners are CPAs • This practice was established in 2001 • Software in use includes Intuit, Lacerte, Quickbooks, CCH Axcess, Cloud-based Windows, MS Office • Approximately 26 bookkeeping clients, generating $258,000 of the gross revenue • Approximately 173 individual tax returns with an average fee of $1,570 per return • Approximately 80 business tax returns with an average fee of $2,860 per return • $45,000+/- revenue is generated via consulting • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $293,210 • Lease expires in November 2019

San Francisco CPA Practice For Sale
$235,000
San Francisco CPA Practice For Sale

San Francisco, CA

• The owner is a CPA who is ready to retire • This practice was established in 2012 • Software in use includes Lacerte • Approximately 2 bookkeeping clients, generating $11,805 of the gross revenue • Approximately 310 individual tax returns with an average fee of $398 per return • Approximately 60 business tax returns with an average fee of $570 per return • Approximately 20 other tax returns with an average fee of $322 per return • $10,500 +/- revenue is generated via audit and planning • Annual earnings including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $105,000 • Lease expires in January 2017