Business Description

This CPA practice, established in 2003, serves a diverse client base offering bookkeeping and tax services. The owner utilizes software like Intuit ProSeries, QuickBooks, and TaxDome to efficiently manage financial tasks. The practice generates approximately $63,500 in annual revenue through a mix of tax returns and bookkeeping services for individuals and businesses. With a solid client base of 26 bookkeeping clients and servicing a total of 710 tax returns on average, the practice achieves an annual cash flow of $233,882 in 2023 and projects an increase to $324,000 in 2024. The office space features a conference area, private office, and reception desk, providing a professional environment for client meetings and consultations. The lease for this space is set to expire in February 2026.