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San Diego County, California
40 Year Profitable Bookkeeping & Tax Services Firm
Asking Price
$200,000
Revenue
$112,106
Down
$180,000
Cash Flow
$90,135
Name: Marshall Pollock
Phone: Show phone number
Name
Marshall Pollock
Phone
Show phone number
Description
The business serves a loyal base of long-term clients located throughout the U.S., providing recurring bookkeeping and tax services year after year. Client retention is strong, and revenue has grown steadily through organic means, with approximately 4–5 new clients added annually.
New business is generated almost entirely through word-of-mouth referrals, underscoring the firm’s strong reputation, client satisfaction, and trusted relationships. With minimal marketing currently in place, there is meaningful upside for a buyer who wishes to invest in growth, expand service offerings, or scale operations.
This opportunity is well suited for a CPA, EA, or experienced accounting professional seeking a turnkey practice with dependable cash flow, flexible operations, and a solid foundation for continued expansion.
Business Details
Year Established:
40
Employees:
0
FE&E:
$2,134
Reason for sale:
Retirement
Support & Training:
The seller is willing to provide training and consulting support for an extended period at a mutually agreed-upon rate, if requested by the buyer.
Posting Information
Posting ID:
6375622
Business Category:
Business Service
Business Types:
Accounting Practice, Payroll Service
Attributes:
Training And Support
Non-Disclosure Agreement
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Once signed, you’ll receive access to confidential business details including the business name, address, and financials.
Posting Title
40 Year Profitable Bookkeeping & Tax Services Firm
Posting ID
#6375622
Full Name (Required)
Email (Required)
Phone (Required)
Your NDA Request has been Sent!
Please check your email for updates — the seller will send you the NDA to review and sign before sharing any confidential details.
Agent, Broker or Seller Contact
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