New Clients, Inc.Monterey Peninsula, California Practice Fact Sheet
Practice Fact Sheet:
Monterey Peninsula, CA
Supplied by New Clients, Inc.
Total Gross Income:
$513,061
Net Profit:
$254,719 with Owner add backs
Purchase Price:
$645,000 – Financing available to qualified applicants. Various programs available. Call for details.
Year Established:
2005
Accounting, bookkeeping, Compilations:
| Monthly Clients: 32 | Avg Fee: $462 | Total: $177,570 |
Income Tax:
| Individuals: 133 | Avg Fee: $ 1,218 | Total: $161,933 |
| Businesses: 84 | Avg Fee: $1,973 | Total: $165,767 |
Other Services:
| Tax Projections, QB Training, Misc. | Total: $ 7,791 |
Full-time Employees:
2 + Owner
Part-time Employees:
1
Computer Software:
Lacerte, QB Desktop, QBO, Revver, SafeSend Returns.
Description of Clientele:
Individual, business owners, no specific niche: var. services, contractors, real estate, restaurants. Clientele is local, Bay Area, CA Central Coast. Majority communications are virtual, online (uploads, emails).
Description of Area:
The Monterey Peninsula anchors the northern portion on the Central Coast of California and comprises the cities of Monterey, Pebble Beach, Carmel, Carmel Valley, Pacific Grove, Seaside, Marina and the resort and community of Pebble Beach.
Buyer Inquiry:
To help us better serve you and your needs, please fill out the below form.
Interested Parties Should Contact:
Chris Clark
Practice Sales Specialist
New Clients Inc.
Cell phone: 856-404-0949
chrisclarknci@gmail.com
Sincerely,
Chris Clark
Practice Sales Specialist
