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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
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.
Lease & Tenant Information
Lease Options:
$650
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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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
40 Year Profitable Bookkeeping & Tax Services Firm
Posting ID
#6375622
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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