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Hampton City County, Virginia
Reliable Tax Planning and Bookkeeping Solutions for Sale!
Asking Price
$350,000
Revenue
Call/Email
Down
$350,000
Cash Flow
Call/Email
Name: Mark Bernecker
Name
Mark Bernecker
Description
This well-established tax and bookkeeping business has built a strong reputation for delivering reliable, high-quality financial services to individuals and small business clients. The company generates consistent revenue through a mix of recurring bookkeeping engagements and annual tax preparation services, creating predictable cash flow and a stable foundation for future growth.
Services include bookkeeping, tax preparation, tax planning, payroll support, financial reporting, and related accounting services. The business benefits from long-standing client relationships, excellent retention rates, and a steady stream of referrals, reflecting years of trusted service and customer satisfaction.
Operations are streamlined with proven systems and processes in place, allowing for efficient management and a seamless transition to new ownership. Significant growth opportunities exist through expanded marketing efforts, additional staffing, advisory services, and increased penetration within the existing client base.
This turnkey opportunity is ideal for a CPA, Enrolled Agent, accounting professional, bookkeeping firm, or strategic buyer looking to expand their footprint, acquire an established client portfolio, and benefit from immediate recurring revenue. The owner is committed to supporting a smooth transition to ensure continued success and client retention under new ownership.
https://tworld.com/locations/Virginia/commonwealth/listings/Reliable-Tax-Planning-and-Bookkeeping-Solutions-for-Sale-
Business Details
FE&E:
$7,489
Reason for sale:
Other
Lease & Tenant Information
Lease Options:
$1,268
Other Information
Listing Number:
9525-972894
Posting Information
Posting ID:
ID tw:91388 / Listing Number 9525-972894
Business Category:
Accounting
Keywords:
Transworld
Send NDA Request
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
Reliable Tax Planning and Bookkeeping Solutions for Sale!
Posting ID
#*4f25b71bf80b1ae3c9631c81a097d24c*91388
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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