San Luis Obispo County, CA Financial Services Businesses For Sale

Templeton, CA Bookkeeping and Tax Practice For Sale
$450,000
Templeton, CA Bookkeeping and Tax Practice For Sale

Templeton, CA

• The owner is a CTEC • This practice was established in 1992 • Software in use includes Quickbooks and ProSeries • Approximately 92 bookkeeping clients, generating $171,400 of the gross revenue • Approximately 1106 individual tax returns with an average fee of $166 per return • Approximately 88 business tax returns with an average fee of $300 per return • Approximately 5 other tax returns with an average fee of $245 per return • $900+/- revenue is generated via other income • Annual cash flow including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $248,600 • Lease expires in 5/31/2021

Atascadero CPA Practice For Sale
$525,000
Atascadero CPA Practice For Sale

Atascadero, CA

• The owner is a CPA • This practice was established in 1977 • Software in use includes Lacerte and QuickBooks • There are 12 monthly and 12 quarterly clients, making up approximately $75,000 of revenue. • There are 118 annual write-up business clients and associated tax returns, generating $220,000 +/- of the revenue. • Approximately 349 individual tax returns with an average fee of $350 per return • Approximately 31 other tax returns with an average fee of $450 per return • Annual earnings including owner's salary and benefits, personal vehicles and any other non-operational expenses of the business: $266,000 • Lease is month-month