Full Service Accounting, Tax, Advisory CPA Firm

View Original Listing

Financial Details

Annual Revenue:
$659,000
Cash Flow / SDE:
$448,000
Location:
San Diego, CA, US
Source:
Date:
May 09, 2025

Key Highlights

- Established CPA firm in San Diego, CA, with over 20 years of operation.
- Fully remote client and employee management system.
- Comprehensive CPA practice including accounting for businesses, trusts, and exempt organizations.

Description

Established CPA firm in San Diego, CA, operating for over two decades with a fully remote client and employee management system. The firm has evolved from tax-centric to a comprehensive CPA practice, including accounting for businesses, trusts, and exempt organizations. The owners are willing to stay on post-transaction for a smooth transition. The firm has demonstrated stability and adaptability in a competitive market with steady revenue growth.

Industry Information

Industry Description:
Accounting
Classification:
Financial Services

Listing Details

Listing ID:
4d3f591a-dbe1-48bf-a70e-4291fe2f521e
Deal Status:
For Sale
Date Posted:
May 09, 2025
Last Updated:
May 26, 2025
Currency:
USD

Features & Tags

Quality Verified This listing meets our quality criteria and standards. Verified