New Clients, Inc.Montgomery County, Pennsylvania Practice Fact Sheet
Practice Fact Sheet:
Montgomery County, Pennsylvania
Supplied by New Clients, Inc.
Total Gross Income:
$2.239mm (2024)
Net Profit:
$756,520 through September 2025 with Owner add backs
Purchase Price:
$2.9mm – Financing available to qualified applicants. Various programs available. Call for details.
Year Established:
1982
Accounting, bookkeeping, Compilations:
| Quarterly Clients: | Total: $692,269 |
Income Tax:
| Individuals: | Total: $929,471 |
| Businesses: | Total: $230,714 |
Other Services:
| Payroll/Sales Taxes, W-2 & 1099 | Total: $ 26,338 |
| Conference Partner in Charge | Total: $ 154,749 |
| Client Conference | Total: $ 49,137 |
| Special Reports | Total: $ 90,283 |
| Other | Total: $ 66,039 |
Full-time Employees:
6
Part-time Employees:
1
Computer Software:
Thompson Reuter Ultra Tax CS and billing system & Sage for analytic review
Description of Clientele:
Restaurants, construction, medical doctors, dentists, professionals (attorneys & architects), retail, real estate, manufacturing, builders and medium to high wealth individuals.
Services Provided:
Accounting, comps, reviews (no audits) tax returns, estate/trusts, estate planning & admin, business valuations, succession planning, forensic accounting, consulting.
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
