New Clients, Inc.Virtual USA Florida and Texas Practice Fact Sheet
Practice Fact Sheet:
Mostly Virtual practice with offices in Pensacola, FL and Galveston, TX area
Supplied by New Clients, Inc.
Total Gross Income:
$1,450,000 – 2026
Net Profit:
$304,396 (2025) – 2026 estimate of $800-850k with Owner add backs
Purchase Price:
$ – Financing available to qualified applicants. Various programs available. Call for details.
Year Established:
2003
Accounting, bookkeeping, Compilations:
| Monthly Clients: 69 | Avg. Fee: $539 | Total: $446,292 |
| Quarterly Clients: 1 | Avg. Fee: $375 | Total: $ 375 |
| Annual Clients: 5 | Avg. Fee: $1,631 | Total: $ 8,155 |
Income Tax:
| Individuals: 904 | Avg. Fee: $ 404 | Total: $365,000 |
| Businesses: 150 | Avg. Fee: $1,027 | Total: $154,000 |
| Other: 5 | Avg. Fee: $1,614 | Total: $ 8,068 |
Audits, Reviews:
|
We have $40,000/yr audit work that can be taken on, if Owner is a CPA |
Total: |
Other Services:
|
Tax planning, annual subscription with HNW clients to lower their tax bills |
Total: $175,000 |
|
Hourly consulting for bookkeeping clients |
Total: $300,000 |
Full-time Employees:
9
Computer Software:
Quickbooks Online & Desktop, Lacerte in2025 (already pre-purchased Drake for 2026
Description of Clientele:
We have a good mix between the offices, Texas is a bit more elderly 45-60 year old tax clients, blue collar, restaurants, contractors, construction companies while FL is the same professions however bit younger 35-50 year on average. Have a multitude of virtual businesses (marketing firms, agencies, consultant firms) that are also younger 20-30 year olds.
Owners don’t go in office, FL office was inherited by previous owner and lease expired in April. Can be ran fully virtual however staff like having the office to visit 1-2x a week. None of the clients go in office aside from tax season some request to (2024 tax season ran with no office most of the year and clients were fine) Most clients upload documents to a portal or scan it in.
TX office was built a lot more in person focused from previous owner however have been shifting away from meeting in person, ~70% of clients show up in office for tax season and will be getting lower. Few clients show up outside of tax season for payroll / bookkeeping but can be switched.
Other Information:
Clients are used to a 10% yearly increase on all services for all the offices and virtual clients. 95% of clients are virtual for bookkeeping, payroll, consulting, tax planning (5% to the neighbors in Texas who drop off payroll docs)
Texas office average is 30% less than FL & virtual clients because of previous owner but clients are fine with 20% rate increases annually.
Description of Area:
Texas office is in the Galveston area.
Buyer Inquiry:
To help us better serve you and your needs, please fill out the below form.
Once the above items are provided to NCI, I will arrange a mutually convenient time to view this practice. Any questions, please call.
Please be advised that all information provided regarding practices for sale is based on details supplied by the owners. We strongly recommend that potential buyers conduct thorough due diligence before purchasing.
Interested Parties Should Contact:
Chris Clark
Practice Sales Specialist
New Clients Inc.
Cell phone: 856-404-0949
[email protected]
Sincerely,
Chris Clark
Practice Sales Specialist
