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Charlotte area, North Carolina Practice Fact Sheet

Practice Fact Sheet:

Charlotte area, North Carolina
Supplied by New Clients, Inc.

Total Gross Income:


Net Profit:


Purchase Price:

$1,300,000 – Financing available to qualified applicants. Various programs available. Call for details.

Year Established:


Accounting, bookkeeping, Compilations:

Monthly Clients: 56 Average Fee: $789 Total: $530,000
Quarterly Clients:  1 Average Fee: $500 Total: $   2,000

Income Tax:

Individuals: 440 Average Fee: $ 455 Total: $200,000
Businesses: 189 Average Fee: $1,043 Total: $198,000
Other: 20 Average Fee: $  580 Total: $   12,000


Reviews: 6 Average Fee: $8,833  Total: $ 53,000
Compilations:  5 Average Fee: $1,799 Total: $   9,000

Other Services

QB Consult, PPP, ERC, General Consult Total:$20,000
ASP Hosting, Prop Tax, gift tax, projections Total: $   17,000

Full-time Employees:


Part-time Employees:


Computer Software:

QBO, Thomson Reuters Suites, Microsoft Office Suite

Description of Clientele:

Our growth has been focused on virtual bookkeeping and have added approximately $150,000 of recurring monthly billings in 2022.

Description of Area:

Rapidly growing region = expected growth rate of 45% in next 10 years. Region is ranked 9th nationally for new jobs, lots of local sports, culturally diverse, reasonable cost of living.

Seller is requesting the following additional information from buyer:

Once the above items are provided to NCI, I will arrange a mutually convenient time to view this practice. Any questions, please call.

For more information please contact:

Chris Clark
Practice Sales Specialist
New Clients Inc.
Cell phone: 856-404-0949

Chris Clark
Practice Sales Specialist