New Clients, Inc.San Gabriel Valley, California Practice Fact Sheet
Practice Fact Sheet:
San Gabriel Valley, California
Supplied by New Clients, Inc.
Total Gross Income:
$566,547
Net Profit:
$180,000 with Owner add-backs
Purchase Price:
$675,000 – Financing available to qualified applicants. Various programs available. Call for details.
Year Established:
1999
Accounting, bookkeeping, Compilations:
| Quarterly Clients: Var | Avg Fee: $ | Total: $ |
| Total: 47 | Avg Fee: $ 2810 | Total: $ 132,070 |
Income Tax:
| Individuals: 1125 | Avg Fee: $234 | Total: $ 277,280 |
| Businesses: 139 | Avg Fee: $880 | Total: $ 122,192 |
| Other: Amend | Avg Fee: $329 | Total: $ 4,275 |
Audits, Reviews:
| IRS Audits: 2 | Total: $ 5500 |
Other Services:
| Payroll Clients: 20 | Avg Fee: $234 | Total: $ 20,990 |
| Incorporations: 5 | Avg Fee: $880 | Total: $ 4,250 |
Full-time Employees:
3
Part-time Employees:
1 as needed
Computer Software:
Lacerte, EasyAct, QuickBooks, CFS, Smart Vault
General description of clientele:
Numerous family unit clients, long-term accounting and business clients as long as 20+ years. Dental clients – some come from previous owner. 2 small acquisitions – $40k etc. Real family feel.
Description of Area:
Located centrally in the San Gabriel Valley of Southern California. Numerous Hispanic and Asian clients that reflect the demographic of the valley. Two staff members are fluent in Spanish. The average age is likely 50 to 60, but numerous young families with two earners with children. Several professional business clients (dentists, doctors, actors, real estate, contractors, etc.).
Other Information:
This practice has a terrific opportunity for the right buyer to take advantage of. They have done no advertising over the past 10 years and have grown by referrals and with the help of Bruce Clark and New Clients, Inc!
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
