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San Diego County, California
40 Year Profitable Bookkeeping & Tax Services Firm
Asking Price
$200,000
Revenue
Call/Email
Down
$180,000
Cash Flow
Call/Email
Name: Yuri You
Name
Yuri You
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.
https://tworld.com/locations/California/sandiegonorth/listings/40-Year-Profitable-Bookkeeping-Tax-Services-Firm
Business Details
Year Established:
40
FE&E:
$2,134
Reason for sale:
Retirement
Lease & Tenant Information
Lease Options:
$650
Other Information
Listing Number:
2401-573271
Sales:
$112,106
Posting Information
Posting ID:
ID tw:88336 / Listing Number 2401-573271
Business Category:
Accounting, Start Up Businesses
Keywords:
Transworld
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Posting Title
40 Year Profitable Bookkeeping & Tax Services Firm
Posting ID
#*4f25b71bf80b1ae3c9631c81a097d24c*88336
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Email (Required)
Phone (Required)
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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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