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.
Once the above items are provided to NCI, I will arrange a mutually convenient time to view this practice. Any questions, please call.
Please be advised that all information provided regarding practices for sale is based on details supplied by the owners. We strongly recommend that potential buyers conduct thorough due diligence before purchasing.
Interested Parties Should Contact:
Chris Clark
Practice Sales Specialist
New Clients Inc.
Cell phone: 856-404-0949
[email protected]
Sincerely,
Chris Clark
Practice Sales Specialist
