Share This Posting from BizBen.com
Share this listing with a friend, colleague, or interested buyer!
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
Recommended Businesses
Hampton City County, Virginia
Established 5-Star CrossFit Business for sale $299,000
$ 299,000
Are you ready to own a high-performing CrossFit gym of 15,000sq feet with a strong reputation and loyal community for the past 12 years? This rare opportunity offers you a chance to step into a turnkey fitness business that’s already thriving in a prime location within the Hampton Roads, Virginia. Why This CrossFit Business? ✅ Established Brand: A well-known name in the CrossFit community with a loyal and dedicated membership base. ✅ Fully Equipped: State-of-the-art CrossFit equipment and a spacious facility designed for group classes, personal training, and special events. ✅ Strong Community: A vibrant and engaged membership that embodies teamwork, motivation, and results. ✅ Proven Success: Documented profitability with opportunities for growth in memberships, merchandise sales, and specialty programs. ✅ Experienced Staff: Skilled and knowledgeable trainers who deliver exceptional service and can ensure a seamless transition for the new owner. Key Highlights: Prime location in a high-traffic area with excellent visibility and accessibility Turnkey business model with operational systems in place Room for growth through expanded offerings and marketing efforts Who Should Inquire? This business is ideal for fitness professionals, entrepreneurs, or investors who want to own a profitable, established CrossFit gym with a strong reputation and endless growth potential. Contact Charles Daucourt, MBA, CM&AP Top 1% US Business Brokers | Senior Partner | Business Intermediary | Mergers & Acquisitions Advisor Certified Mergers & Acquisitions Professional cell: (757) 231 6557 email: cdaucourt@tworld.com This is a confidential sale, and additional information will be shared with serious inquiries upon signing a non-disclosure agreement (NDA). This premier CrossFit gym offers tremendous growth potential for a motivated owner or investor ready to take the business to the next level. While already a well-established and highly regarded fitness brand, several opportunities exist to further expand revenue, increase membership, and diversify offerings. 1. Expand Membership Base Target New Demographics: By introducing programs tailored to specific groups—such as seniors, teens, or corporate wellness programs—the gym can attract new members and broaden its reach. Marketing Campaigns: Leveraging digital advertising, social media, and partnerships with local businesses can significantly boost visibility and attract untapped market segments. Referral Programs: Enhanced member referral incentives can increase membership while strengthening the sense of community. 2. Introduce Additional Revenue Streams Personal Training Services: Offering one-on-one training sessions or small-group coaching can provide high-margin income. Specialized Classes: Expand the current class offerings to include yoga, mobility training, nutrition workshops, or high-intensity interval training (HIIT). Merchandise Sales: Develop a branded merchandise line featuring apparel, accessories, and fitness gear to increase retail revenue. 3. Host Events and Competitions Hosting CrossFit competitions, workshops, and community fitness challenges can bring in additional revenue while enhancing the gym’s visibility and reputation. Such events can also attract new members and establish the business as a fitness hub in the region. 4. Digital and Virtual Offerings Online Classes: Offer virtual training sessions or on-demand workout programs to cater to members who prefer working out at home or while traveling. Customized Training Apps: Launching a gym-branded app could provide personalized workout plans, progress tracking, and community engagement features. 5. Facility Optimization and Expansion Maximize Facility Usage: Optimize the current space by adding new equipment or reconfiguring layouts to increase capacity during peak hours. New Locations: Once the business model is fully maximized at the current location, consider expanding to additional sites in neighboring areas to replicate the success. 6. Strengthen Community Engagement Collaborations with Local Businesses: Partner with health-focused businesses, such as meal prep companies or physiotherapists, to provide value-added services to members. Community Outreach: Participation in local events, charity drives, or school programs can enhance the gym’s visibility and reputation within the community. With a solid foundation, a stellar reputation, and an engaged member base already in place, this business has the potential to achieve significant growth through strategic initiatives. Whether you’re looking to build on its current success or expand into new markets, this CrossFit gym is primed for long-term success. https://tworld.com/locations/Virginia/commonwealth/listings/Established-5-Star-CrossFit-Business-for-sale-299-000-
Hampton City County, Virginia
Busy Barbershop for Sale – Great Location, Strong Cash Flow
$ 85,000
This is a well-established grooming business in Hampton, backed by approximately 25 years of professional barbering experience. The owner, a licensed barber, has built a strong reputation for delivering high-quality haircuts and personalized service, resulting in a loyal and repeat customer base. Prior to this location, the owner successfully operated from a smaller suite in Temple Hills, Maryland, gaining hands-on experience in daily operations and cultivating long-term client relationships. The current Hampton location reflects a strategic expansion, offering a professional and welcoming environment while maintaining a commitment to exceptional grooming services. The business benefits from a steady local clientele, consistent word-of-mouth referrals, and a solid operational foundation, presenting a strong opportunity for continued growth. https://tworld.com/locations/Virginia/commonwealth/listings/Busy-Barbershop-for-Sale-–-Great-Location-Strong-Cash-Flow
Worcester County, Massachusetts
Multi Unit Tax Franchise
$ 580,000
Acquire a well-established tax preparation business operating from three strategically located offices with a long-standing reputation for delivering reliable tax, bookkeeping, and financial services. Serving thousands of individual and small business clients, this business benefits from recurring annual revenue, strong customer retention, and a recognizable national brand that generates ongoing consumer trust. The business has developed a loyal client base built through years of exceptional service, resulting in predictable seasonal cash flow and significant repeat business. Each office is fully equipped and professionally staffed, allowing a new owner to transition seamlessly into operations with minimal disruption. In addition to tax preparation, the business offers multiple revenue opportunities through bookkeeping, payroll, business tax services, and other complementary financial products. There is substantial potential to increase profitability by expanding year-round services, growing commercial accounts, strengthening digital marketing initiatives, and further leveraging the existing customer database. This opportunity is ideal for an investor, entrepreneur, accounting professional, or financial services provider seeking an established operation with multiple locations, proven systems, experienced employees, and significant growth potential. Comprehensive training and transition support are available to ensure a smooth ownership transfer. Cultivating Year-Round Revenue Streams A premier opportunity for tax practices lies in mitigating seasonal volatility by expanding into year-round service offerings. By transitioning from a seasonal model to a continuous advisory partner, firms can secure predictable, recurring revenue. Key growth areas include: Bookkeeping and financial record organization Payroll support Quarterly estimated-tax assistance Business tax filings Tax planning and advisory services Amended and prior-year returns IRS notice assistance New-business formation support By integrating these high-value services, your firm can establish reliable monthly cash flow, deepen client loyalty, and naturally generate a pipeline for annual tax preparation. https://tworld.com/locations/Massachusetts/centralma/listings/Multi-Unit-Tax-Franchise
Ohio
SE Ohio Accounting and Tax Practice established 30+ years
$ 275,000
This long established and successful accounting, tax and payroll practice is fully staffed with a tenured mix of full time and part time employees, providing staffing flexibility to efficiently meet peak season demands, as well as allowing for a successful transition to a new owner. The current owner of the practice is also open to continued involvement. The practice has a nice mix of revenues, providing for year-round cash flow. Services provided include individual return preparation (43% of total revenue), Payroll services to businesses (32% of total revenue), monthly business and non-profit bookkeeping (14% of total revenue), and business and trust tax return preparation (11%). This is an excellent opportunity for an individual looking to step into a turn-key accounting and tax practice. It would also be a profitable addition for an existing practice/firm looking for an expansion opportunity. Demand for accounting, tax, and payroll services is strong. A well executed social media advertising campaign could quickly add new clients. Additionally, cross-selling services into the existing client base represents a growth opportunity. https://tworld.com/locations/Ohio/southernohio/listings/SE-Ohio-Accounting-and-Tax-Practice-established-30-years
Orange County, Florida
Tax & Bookkeeping Practice for Sale Orange County
$ 240,000
Established and reputable tax preparation and bookkeeping practice available for acquisition. This owner-operated firm has built a loyal and long-standing client base, serving a diverse community with a strong focus on Spanish-speaking clients in community. Known for personalized service, reliability, and trust, the practice offers comprehensive individual and business tax preparation, bookkeeping, and related financial services. The business is ideal for an owner-operator or an existing firm seeking to expand its client base and revenue stream in a growing and underserved market. With consistent demand and strong community relationships, this practice presents a turnkey opportunity with immediate income potential. All inquiries will be held in strict confidence. A signed non-disclosure agreement is required for more information https://tworld.com/locations/Florida/orlando/listings/Tax-Bookkeeping-Practice-for-Sale-Orange-County
Nova Scotia
Successful and well known tax preparation company for sale
$ 1,500,000
A lucrative network of 13 well-established tax preparation and financial services locations strategically situated across Southwestern Nova Scotia. This turnkey operation boasts a loyal client base, experienced staff, and a solid reputation for delivering exceptional financial solutions. Each location is fully equipped with modern facilities and technology, ensuring seamless service delivery. With a strong presence in the community and a proven track record of profitability, this business offers a remarkable opportunity for growth and expansion in the financial services sector. Perfect for investors seeking a stable income stream or entrepreneurs looking to enter the financial services industry. The potential growth for this network of 13 tax preparation and financial services locations in Southwestern Nova Scotia is promising. The region is experiencing steady economic development, with small businesses and individuals increasingly seeking professional financial services. The growing awareness of the importance of tax compliance and financial planning among residents creates a strong demand for these services. Additionally, opportunities for expanding service offerings, such as bookkeeping, payroll, and financial advisory services, can attract a broader client base. Leveraging the existing loyal clientele and reputation, combined with targeted marketing efforts and community engagement, can further enhance the business’s market penetration and revenue streams. The potential for technological advancements, such as online service platforms and mobile applications, also presents avenues for innovation and increased accessibility, catering to the evolving needs of clients in the digital age. https://www.tworld.ca/locations/Nova-Scotia/atlanticcanada/listings/Successful-and-well-known-tax-preparation-company-for-sale
Fountain Hills, Arizona
Arizona CPA w/Long-term seller support
$ 198,800
Established Arizona-based CPA and tax preparation practice serving individuals and small businesses since 2015. The firm has built a strong reputation through long-term client relationships, referral-based growth, and personalized advisory service. Services include: Individual and business tax preparation Tax planning and consulting Partnership and corporate returns QuickBooks advisory services IRS correspondence and support The practice serves a diverse client base across multiple industries, including automotive, service businesses, restaurants, real estate investors, and professional services. The business operates with established systems including Drake Tax Software, Secure File Pro, QuickBooks Online, DocuSign, and CPA Charge, allowing efficient remote and in-office servicing. With minimal marketing currently in place, this opportunity offers substantial upside through digital marketing, expanded advisory services, bookkeeping, payroll, and additional staffing. The seller is committed to supporting a smooth ownership transition and may consider flexible financing structures for qualified buyers. Significant growth opportunities exist for a buyer through: Digital modernization and cloud workflows Social media and Google Business marketing Local SEO and community advertising Expanded bookkeeping and payroll services Financial planning and advisory services Additional staffing and preparers Referral partnerships with attorneys, financial planners, and bookkeepers The business currently relies almost entirely on referral-based growth with minimal advertising spend, creating substantial upside for a buyer implementing a more proactive marketing strategy. https://tworld.com/locations/Arizona/flagstaffwesternaz/listings/Arizona-CPA-w-Long-term-seller-support
Turnkey Establish Bookkeeping Practice
$ 80,000
** Under Contract ** Founded in 1997 this well established Enrolled Agent (EA) accounting firm boosts the highest IRS credential specializing in managing monthly P&Ls, bank reconciliations, and performing tax returns. This successful practice consists of 38 corporate clients many of which pay a monthly retainer fee and 125 personal clients requiring personalized tax services. This practice can be easily consolidated into another existing LOCAL practice. Seller is willing to make client introductions for a seamless transition. Expanded marketing Increased cost of services Word of mouth referrals https://tworld.com/locations//jacksonville/listings/Turnkey-Establish-Bookkeeping-Practice
Recommended Brokers
ProInter
Lee Petsas
UBI Business Brokers
Lee Petsas has been selling businesses with UBI Business Brokers in Southern CA since 1981. In 1999 he became the Owner and Broker for UBI. He has been approved multiple times by Courts as an Expert Witness in the area of Business Valuations. You can reach Lee direct at 714-363-0440. UBI Business Brokers has been successfully selling businesses in Southern California since 1965. Our Agents...
Southern California
ProInter
Harry Sidhu
Mission Peak Brokers, Inc.
Harry Sidhu is a dream maker. By making his own dreams come true as one of the most successful business and commercial real estate brokers in the Bay Area, Harry understands how important it is to have a dream, work hard to see it come true. Harry named his brokerage Mission Peak to honor the incredible beauty of this Bay Area treasure but to also symbolize the deep fulfillment of pursuing your...
SF North Bay Area, SAC Area, Central Valley
ProInter
Ralph Santos
Healthcare Biz Brokers
I specialize in Los Angeles County Area healthcare sales such as skilled home health agencies, hospice agencies, residential care facilities for the elderly, medical practices and more. When you are looking at creating a legal and binding business purchase or sale, you need to be extremely careful. There are literally tons of questions that you need to pose to both your agent and to the other...
Los Angeles, Ventura Counties
ProInter
Julieanna Wakileh
Liberty Business Advisors of San Francisco Inc. - Preschool Center Specialist
I have 30 years of experience, working, founding, owning, operating, consulting, and selling preschools. I'm very knowledgeable with procedures that are required for selling preschools. My practice, knowledge and education in both the Early Childhood Development field and the Real Estate field, puts me ahead in understanding the complexities and care that are needed for the sale of preschool...
SF Bay Area, North Bay, Sacramento
ProInter
Bashir Tariq
Century 21 Masters | Commercial Division
Business Sales and Commercial Real Estate All types of Business Sales, Purchases and Commercial Properties • Car Washes, Gas Stations, • Automotive Service Centers & Car Lots • Fast Food, Restaurants and Franchises • Liquor Stores & Convenience Markets • All types of Business Sales • Service-Tech Based Businesses • Retail Shopping Centers, Investment Properties • Multi-Family Properties &...
Califonia, Nevada
ProInter
Mani Singh
TNW Business Brokers
Specializing in practice limited to sales and acquisition of businesses solely, I have 20+ years of Buyer and Seller representation and negotiation experience and have successfully assisted clients sell and acquire a multitude of businesses - including Gas Stations, Liquor Stores, Markets, Super Markets, Franchised and Independent Restaurants, Bars, Retail and Service Related, Dry Cleaners,...
California
ProInter
Rick Carlson
ProNova Partners
You Will Never Feel Lost In The Shuffle. Many Brokers Simply Send Out An NDA And That's The End Of Communication. All Buyers Receive A Personal Meeting With An Ace Acquisition Specialist So They Can Recommend The Perfect Business For You. The Ace Organization Makes Sure That All Buyers And Sellers Feel Like They Are Part Of The Ace Family And Truly Taken Care Of Throughout The Acquisition...
Nationwide, USA
ProInter
Brett Sargent
Sunbelt Business Brokers of Sacramento
Sunbelt of Sacramento, California is the exclusive franchisee representative of Sunbelt Business Brokerage for the Northern California territory. Headquartered out of the Sacramento region, Sunbelt of Sacramento covers multiple counties in Northern California, representing both Sellers and Buyers in Main Street as well as Mid-Market business transactions. Sunbelt of Sacramento provides full...
Sacramento, Placer, Yolo El Dorado Counties
ProInter
Ryan Rienhart
ProInter
Ryan Clark
The Veld Group
The Veld Group provides a refreshing approach to Business Brokerage, Mergers & Acquisitions and Business Consulting and Valuations. From Your Street to Wall Street, we cater to Main Street Businesses as well as more complex Strategic Firms and Start-Ups, as our team is comprised of former Small Business Owners, M&A Specialists, Investment Bankers, and Consultants.
Southern California
ProInter
Dustin Sigall
SD Business Advisors
With over 800 businesses sold nationwide since 2007, SD Business Advisors is the largest and most experienced group of Business Advisors in Southern California. We specialize in selling companies across all industries. From main street to middle-market M&A transactions. We match qualified buyers with quality businesses while maintaining strict confidentiality. SD Business Advisors is a member...
San Diego, Orange County Areas, Inland Empire
ProInter
Matt Weiler
California Business Broker
Business Broker Specializing in primarily gas stations. Geographic area of focus: San Francisco Bay Area and Northern California — from Sacramento County to Monterey County.To sell or buy a small or large gas station sales, car washes, liquor stores, convenience stores, laundromats, dry cleaners, and small-to-mid-sized business transactions. Call Matt (gas station business broker specialist)...
San Francisco Bay Area, North Bay, San Francisco Bay Area and Northern California — from Sacramento County to Monterey County.
ProInter
Matt Manavi
Transworld Business Advisors of Orange
Transworld Business Advisors is a world leader in the marketing and sale of businesses, franchises, and commercial real estate. Transworld offers professional services that brings buyers and sellers together whether you represent an acquisition minded corporation or are personally interested in owning your own company. Services Offered Sell and Buy any business type; Corporate M&A;...
California
ProInter
George Lanza
Plethora Businesses
Plethora Businesses, a division of A Premier In Services, Inc., is a Business Intermediary Consulting Firm headquartered in Orange, California. Plethora specializes in the listing and sale of small and medium sized private businesses. Although the listing core of Plethora is in Southern California, Plethora represents clients throughout the world seeking Business and Merger & Acquisition...
Southern California
ProInter
Terry Watts, MBA, CEPA, CM&AP
Murphy Business Sales
Murphy Business Sales | Exit Factor: Strategic M&A and Value Acceleration We provide a sophisticated, two-pillar approach to the sale and transition of privately held companies. By integrating the high-impact value-growth methodology of Exit Factor with the institutional-grade execution of Murphy Business Sales, we ensure our clients achieve maximum enterprise value and a protected...
ProInter
Jack Oh
Power Realty & Investments
Business broker and real estate services in the Los Angeles and Orange County areas. 10 years experience with great negotiating skills. To sell a business or buy a business in the LA or Orange County Areas phone Jack and his team at 562-787-4989 Cell / Text.
Southern California
ProInter
Steve Zimmerman
Restaurant Realty Company
Steve founded Restaurant Realty in 1996. He has personally sold/leased over 1000 restaurants, bars & clubs, & completed over 3000 valuations. He is the author of "Restaurant Dealmaker - An Insider's Trade Secrets For Buying a Restaurant, Bar or Club" available on Amazon and he has written over 100 articles which can be found in the News Section of RRC’s website under Restaurant Rap. Prior to...
California
ProInter
Joanne Weber
Ryan Craig Company - Preschool Specialist
The Ryan Craig Company is in its 46th year as the recognized expert in Southern California, dealing exclusively in the sale of preschools, Montessori schools, day care centers, and private schools. Our extensive list of references speaks for itself. Recent sales include facilities in 6 Southern California counties, ranging in price from 100,000 to over 5,000,000. Now, in response to a strong...
Southern California
ProInter
Ran Kim
VR Business Brokers
Since 1982, we have been helping buyers and sellers of small businesses achieve their goals. With over 25 experienced associates who speak more than a dozen languages, we are proud to serve California’s diverse business community. Our office is centrally located at the crossroads of Los Angeles and Orange Counties, with convenient access to Riverside and San Bernardino Counties as well. We are...
Southern California
View More
Recommended Blogs
valuation
What Determines the True Market Value of Your Business? Business Valuation
due-diligence
Seller Expectations With SBA Loan Financing: Why Sellers Should Be Vetted
how-to-buy-a-business
How Long Does It Take For A Small Business Restaurant To Sell?
how-to-sell-a-business
If You Plan To Offer Seller Financing: 3 Things You Need to Know
deal-and-escrow
Industry Outlook: Laundromat Trends And Outlook
franchise
The Best Places To Find Franchises In California
financing
Pop-Up Restaurants: Pro Tips For Starting Or Buying One
how-to-buy-a-business
3 Tips For Increasing Profitability When Buying A Laundromat
deal-and-escrow
Financing A Business Purchase With Limited Or No Real Estate Collateral
how-to-sell-a-business
The Real Cost of Restaurant Ownership in the USA
how-to-buy-a-business
How to Buy a Business?
how-to-buy-a-business
Tips For Buying A Small Business
valuation
Mastering Cash Flow Management for Small Businesses
deal-and-escrow
Recycling Services: 3 Businesses That Will Turn Old Stuff Into New Money
how-to-buy-a-business
How to Buy a Yogurt Business - Three Guidelines
how-to-sell-a-business
How Buyers Evaluate A Restaurant, Bar Or Club Business To Determine If It Is The Right Opportunity Part 1
how-to-buy-a-business
How to Buy a Restaurant in California: Complete Guide
franchise
6 Reasons You Should Consider Buying a Commercial Cleaning Franchise
uncategorized
Buying a business without escrow | Pros and Cons
how-to-sell-a-business
How to Sell a Business?