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Menomonee Falls, Wisconsin Practice Fact Sheet

Practice Fact Sheet:

Menomonee Fall, WI
Supplied by New Clients, Inc.

Year to Date Gross Billings:


Net Profit:


Purchase Price:

$350,000 – Financing available to qualified applicants. Various programs available. Call for details.

Year Established:


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:


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

Chris Clark
Practice Sales Specialist