Established CPA Book of Business for Sale in Simi Valley, CA
Financial Details
- Asking Price:
- $160,000
- Annual Revenue:
- $120,000
- Cash Flow / SDE:
- $120,000
- Profit Metric:
- Gross Revenue
- Valuation Multiple:
- 1.3x
- Location:
- Simi Valley, CA, US
- Source:
- Date:
- November 06, 2025
Key Highlights
Description
This listing presents an excellent opportunity to acquire a well-established CPA book of business located in Simi Valley, California (Ventura County), serving clients since 1989. The practice generates $120,000 in gross revenue, supported by a robust client base focused heavily on tax preparation. Key revenue streams include approximately 170 individual tax returns averaging $530 per return and 20 business tax returns averaging $1,100. The owner also handles minor bookkeeping services. The practice utilizes modern industry software, including Lacerte and QuickBooks, and operates cost-effectively from a home office, meaning there is no associated lease obligation. This is an ideal acquisition for an individual CPA seeking immediate cash flow and a stable client roster.
Industry Information
- Industry Description:
- CPA Book of Business specializing in tax preparation and bookkeeping services.
- Classification:
- Financial Services
Operational Snapshot
- Year Established:
- 1989
Real Estate & Lease
- Status:
- Not Applicable
Broker Contact
- Name:
- Hannah Boctor
- Company:
- Accounting Practice Sales
Listing Details
- Listing ID:
- 8451ee78-f1d1-4b74-95b3-ab6df21cf2b3
- Source Listing ID:
- 2437222
- Deal Status:
- For Sale
- Last Updated:
- November 06, 2025
- Currency:
- USD