Established Bookkeeping & Accounting Services Firm

Business Overview:

This established bookkeeping and accounting services firm has been serving small business clients across the Triangle for more than two decades. Known for its accuracy, reliability, and long-term client relationships, the company operates with a stable team, recurring revenue, and a proven reputation built entirely on referrals — with no paid advertising.

A new owner will acquire a highly organized operation with efficient systems, loyal clients, and strong potential for growth through staff expansion, digital marketing, and added service offerings.

Contact the Seller:

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Property Features and Assets:

The business operates from a professional leased office in Wake County with strong visibility and convenient client access. The space includes dedicated workstations, a client meeting area, and room for 2–3 additional employees. Assets include all office furniture, computers, and bookkeeping software needed for daily operations. The office is fully equipped, efficient, and turnkey for continued growth under new ownership.

Market Competition and Expansion:

Significant growth potential exists through staff expansion, marketing, and service diversification. The current office can accommodate 2–3 more bookkeepers, immediately increasing revenue capacity. Additional opportunities include launching QuickBooks training workshops, expanding into underserved markets across the Triangle, offering fraud-prevention and consulting services, and building affiliate partnerships with payroll and financial software providers. Strong digital visibility supports scalable growth under new ownership.

Reason for Selling:

Retirement. Kindly ask the seller for more information.

Additional Details:

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