New Clients, Inc.Menomonee Falls, Wisconsin Practice Fact Sheet
Practice Fact Sheet:
Menomonee Fall, WI
Supplied by New Clients, Inc.
Year to Date Gross Billings:
$351,000
Net Profit:
$100,000
Purchase Price:
$350,000 – Financing available to qualified applicants. Various programs available. Call for details.
Year Established:
2016
Accounting, bookkeeping, Compilations:
| Monthly clients: 42 | Avg Fee: $224 | Total: $113,200 |
| Quarterly clients: 3 | Avg Fee: $ 75 | Total: $ 225 |
| Annual clients: 30 | Avg Fee: $150 | Total: $ 4,500 |
Income Tax:
| Individuals: 1,043 | Ave Fee: $162 | Total: $169,000 |
| Businesses: 193 | Avg Fee: $269 | Total: $ 51,969 |
Other Services:
| SBA help, registration filings etc. | Total: $ 14,056 |
Part-time Employees:
6
Computer Software:
Drake, Citrix Share File, Microsoft Office Adobe Acrobat Distiller, QuickBooks Desktop and online, Xero, FreshBooks, Grasshopper Telephone, Ring Fax, Drake Accounting, Total AV Security and Zoom.
Description of clientele:
Small business owners, baby boomers, some younger. Mostly married filing jointly.
Description of Area:
Suburban area on edge of Milwaukee. Most customers come from Menomonee Falls, Sussex, Butler, Brookfield and Jackson, WI. Also, a few remote customers in Alaska, Nevada, Texas , Florida and California.
Other Information:
Client offers low cost returns to over 100 elderly clients last year due to free filing at the local senior center being closed due to Covid-19. Discounts also offered to First Responders and Military.
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
chrisclarknci@gmail.com
Sincerely,
Chris Clark
Practice Sales Specialist
