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Stockton, California Practice Fact Sheet

Practice Fact Sheet:

Stockton, California
Supplied by New Clients, Inc.

Total Gross Income:

$479,537

Net Profit:

$236,264

Purchase Price:

$540,000 – Financing available to qualified applicants. Various programs available. Call for details.

Year Established:

1980

Accounting, bookkeeping, Compilations:

Monthly Clients: 90 Average Fee: $230 Total: $206,907
Quarterly Clients: 14 Average Fee: $333 Total: $  18,648

Income Tax:

Individuals: 450 Average Fee: $ 395 Total: $177,927
Businesses: 37 Average Fee: $1,200 Total: $  44,400

Other Services

Sales tax audits, IRS audits, Consulting Total:$  31,655

Full-time Employees:  

1

Part-time Employees:

2

Computer Software:

Drake Tax, QuickBooks, Phoenix 5 Payroll, CFS Sales Tax.

Description of Clientele:

Writeup clients are small mom & pop operations.  Most have a few employees and sales tax reporting requirements. Tax clients are varied with most middle income (150,000 to 300,000 Total Income) with some form of business income.

Description of Area:

Northwest Stockton is above average. Local housing has a private lake, several professional office buildings along east side of Shoreline Drive.

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