Fresno CPA Firm for Sale

CPA firm for sale in Fresno, CA. ref # FRE124. This firm was established by the Seller in 2000 and has been operating in its current location for 8 years. This office is located in an upscale, single story office building for $2,796/mo. with a lease expiration of June 2025. The space may be assumable by the Buyer if they choose, or moved. Since most clients come into the office, keeping the office in the relative area would be best for client retention. Approx. 80% of clients come in for an appointment, 10% drop-off, 8% mail-in and 2% submit their documents electronically. The gross revenue of $353,381 is derived from approximately 188 Individual returns with an average fee of $727; 68 Entities with an average fee of $1,244, along with approximately $132,129 for 17 Audits, Reviews, Compilations and minimal Payroll services rounding out the remaining revenue. The Seller is ready to ease into retirement but is open to continue working after the sale, with pay rate to be negotiated. There are 3 part-time employees, all family, that currently handle the admin side of things; however, they will not be staying after the sale. This position can most likely be handled by 1 full-time employee or 1 very efficient part-time employee. Practice currently uses Lacerte for tax preparation as well as QuickBooks. The clientele will transition best to a CPA with a background in tax, who is familiar with non-profits, specifically churches and ministers. This firm requires a CPA Buyer who is licensed to perform attest services.

Much more information is available on the Practice Profile. Please complete the Buyer Profile and NDA on our website at atbcal.com/buyerprofile and the Practice Profile will be available for download immediately after submission. ATB, Inc. CA DRE 02002824