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Woodland Hills, California Practice Fact Sheet

Practice Fact Sheet:

Woodland Hills, CA
Supplied by New Clients, Inc.

Total Gross Income:


Net Profit:

$430,000 with Owner add backs

Purchase Price:

$740,672 – Financing available to qualified applicants. Various programs available. Call for details.

Year Established:


Accounting, bookkeeping, Compilations:

Monthly Clients: 12 Avg Fee: $20,355  Total: $244,261
Quarterly Clients: 7 Avg Fee: $17,580 Total: $123,059
Annual Clients:   Total: $   26,873

Income Tax:

Individuals: 110 Avg Fee: $ 595 Total: $   65,411
Businesses:  45 Avg Fee: $2,237 Total: $100,673
Other: (Trust) Ave Fee: $1,582 Total: $    1,582

Other Services

ERC Calculation Total:$   7,889

Full-time Employees:


Computer Software:

Intuit QB desktop and online, Intuit Proseries Tax Software, Excel, Word and Avalara

Description of Clientele:

Mix of clientele.  Individuals can be regular W2 clients. Self-employed, K-1 holders, investors in stocks or rental properties, etc.  Business clients vary from partnerships, LLC’s, small and regular corporations.  The above write up includes the quarterly payroll and sales tax preparation along with the annual W2 an 1099 preparations and business license renewal fees.

Description of Area:

Woodland Hills is an upscale neighborhood located on the edge of the Santa Monica Mountains in the San Fernando Valley of northern Los Angeles. Woodland Hills is bordered by Calabasas, Tarzana, Topanga and is a short hop from the famous beaches of Malibu. It’s lush, green and a great place to hike, bike, enjoy nature and update your wardrobe. Whether your interest is shopping or the outdoors, Woodland Hills has activities and attractions that can provide a fun, entertaining experience. On Ventura Boulevard there are lively bars and gastropubs with delicious food and live music, making Woodland Hills a unique, vibrant destination in the Valley.

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


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