Oakland, California Practice Fact Sheet
Practice Fact Sheet:
Oakland, California
Supplied by New Clients, Inc.
Total Gross Income:
$846,458
Net Profit:
$338,400
Purchase Price:
$1,070,000 – Financing available to qualified applicants. Various programs available. Call for details.
Year Established:
1977
Accounting, bookkeeping, Compilations:
Monthly Clients: 20 | included with annual clients | |
Annual Clients: | Average Fee: | Total: $197,915 |
Income Tax:
Individuals: 474 | Average Fee: $1,060 | Total: $431,543 |
Businesses: 135 | Average Fee: $1,500 | Total: $199,500 |
Other Services
Sales tax audits, tax consultation, planning | Total:$ 17,500 |
Full-time Employees:
3 during tax season and 2 off season
Part-time Employees:
2 during tax season and 3 off season
Computer Software:
Lacerte
Description of Area:
Situated in downtown Oakland, Lake Merritt is situated in a mile. IRS building is less than a mile. Bart (Bay Area Rapid Transit) train station is within one short block. Major Oakland downtown include commercial buildings including nearly 2000 new apartment units within walking distance. A 700 unit, 40 story building completed for young professionals in the San Francisco Bay area are potential tax clients.
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.
Interested Parties Should Contact:
Bruce Clark
1-856-304-1035
E-mail: bruce@newclientsinc.com
Sincerely,
Bruce Clark, CEO
Author, NCI Effect, Explosive Client Growth Plan for Accountants and CPAs
Beyond the NCI Effect, Sales Strategies That Matter to Grow an Accounting Practice
Author of the ebook, The Seven Secrets to Selling Your Practice on Your Terms