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Palm Beach County, Florida
Est. CPA & Accounting Practice Lender Pre-Approved
Asking Price
$900,000
Revenue
Call/Email
Down
$90,000
Cash Flow
Call/Email
Name: Max Crescenzi
Name
Max Crescenzi
Description
Well-established and highly reputable CPA and accounting practice available for acquisition in desirable Northern Palm Beach County. Operating successfully for over six years, this turnkey firm offers a loyal client base, experienced staff, strong recurring revenue, and excellent growth potential. Third party SBA lender approved with only 10%. down.
The practice is staffed by the CPA owner, a senior accountant, and an experienced office manager, providing continuity and operational efficiency for a smooth transition.
Technology & Systems. The practice utilizes industry-leading software, including:
Thomson Reuters UltraTax
Onvio File Cabinet
Practice CS billing system
Office & Location
The firm operates from a professional 1,500-square-foot office located in a well-maintained professional office building in Northern Palm Beach County. The office features very reasonable lease terms, with rent of only $2,128 per month.
Services & Revenue Breakdown
Monthly Accounting Clients
20–30 recurring clients
Average monthly fee: $625
Annual revenue: approximately $150,000
Individual Tax Returns
245 clients
Average fee: $1,076.48
Annual revenue: $263,739
Business Tax Returns
129 clients
Average fee: $1,287.67
Annual revenue: $166,110
Estate Tax Returns
33 clients
Average fee: $1,176.82
Annual revenue: $38,835
Business Consulting Services
Annual revenue: $22,979
Highlights
Consistent recurring revenue
Established client relationships
Experienced professional staff in place
Strong mix of tax and accounting services
Turnkey operation with modern systems
Excellent opportunity for expansion or satellite office
Ideal opportunity for a CPA, EA, or accounting firm seeking growth through acquisition in a desirable South Florida market.
Serious inquiries only. Additional information available upon request and execution of a confidentiality agreement.
https://tworld.com/locations/Florida/westpalmbeach/listings/Est-CPA-Accounting-Practice-Lender-Pre-Approved-
Business Details
Year Established:
6
Employees:
2
FE&E:
$10,000
Reason for sale:
Downsizing
Lease & Tenant Information
Lease Expiration:
12/31/2029
Lease Options:
$2,128
Other Information
Listing Number:
6401-829634
Sales:
$688,247
Seller's Discretionary Earnings:
$468,837
Posting Information
Posting ID:
ID tw:90104 / Listing Number 6401-829634
Business Category:
Accounting
Keywords:
Transworld
Send NDA Request
Please complete the form below to request the NDA for this listing. The broker will review your request and send the NDA for you to sign.
Posting Title
Est. CPA & Accounting Practice Lender Pre-Approved
Posting ID
#*4f25b71bf80b1ae3c9631c81a097d24c*90104
Full Name (Required)
Email (Required)
Phone (Required)
NDA Signed Successfully!
Your NDA has been signed and submitted. The broker will review and countersign it. Once complete, you will receive access to confidential business details.
Agent, Broker or Seller Contact
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