Seller's Contact Information

  • RE:  South Carolina Bookkeeping & Tax Service For Sale
  • Contact:  Barry Johns
Listing Update!
Update: South Carolina Bookkeeping & Tax Service For Sale is no longer available. We’ve included some similar active listings below that you may be interested in. You can also explore similar listings in the Services: Financial, Accounting, Insurance Industry.

Business Overview:

Well established Bookkeeping and Tax Business located in the Midlands of South Carolina. Business has been in operation for over 25 years. Business services include preparation and filing of Income Tax Returns, Payroll Tax Returns, Client Bookkeeping and Payroll Services for Clients.
Business has been in operation for over 25 years. Has a great reputation in the community.

There has been consistent growth in new clients over the past two years >>

Reason for Selling:

Other business interests. Kindly ask the seller for more information.

Additional Details:

  • The property is Leased.
  • The owner is willing to train/assist the new owner.
  • This is not homebased business opportunity.
  • This is not a franchise resale opportunity

Relevant Links:

Opportunity Update!

Exciting update: South Carolina Bookkeeping & Tax Service For Sale has a new owner due to high interest! More opportunities await. Explore our site for other listings or sign up here for email alerts. Find your perfect business opportunity today!

Asking Price: $525,000

Accounting Firm with 95% Repeat Clients

Chicago, IL
Cook County

This firm, founded over 20 years ago, is situated in the northwest suburbs of Chicago and specializes in tax returns. It has established a solid reputation in the community, which is reflected in its diverse client base that includes both individual and business clients. Offering a variety of accounting services, which can be categorized as follows: Monthly Accounting Services (40-45%), Business Tax Returns (15%), Individual Tax Returns (37%), Trust Work and Consulting Services (3%). Their client base is primarily in Illinois, but they offer service to clients across the United States. The firm has a strong focus on client relationships, which fosters loyalty and encourages referrals. The office occupies about 1,500 square feet and operates on a hybrid model, allowing employees to work both in the office and remotely. The current team consists of three members: the owner, one Associate, and an Office Manager. The seller is a licensed CPA and is active in the day-to-day operations; her responsibilities include general oversight, client engagement, and bookkeeping tasks for both individual and business clientele. The seller has offered to carry 15% of the purchase price in addition to a 6month – 1 year transition. The firm is currently experiencing demand that exceeds its capacity, leading to the unfortunate situation of turning away potential clients. This presents significant growth opportunities for a new owner, including: enhancing client referrals, networking, and marketing initiatives to reach a broader audience and increase brand awareness. Priced at $525,000, this accounting firm represents a compelling acquisition opportunity. With a strong foundation, a loyal client base, and significant potential for growth, a new owner can capitalize on existing demand and expand the business further. The combination of a well-established reputation and the willingness of the current owner to assist during the transition makes this firm an attractive prospect for interested buyers.

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Cash Flow $126,638
Revenue $497,423
$ Owner Financing Available

Asking Price: $5,600,000

Award Winning Fractional CFO & Accounting Firm

Tampa, FL
Hillsborough County

WebsiteClosers® presents an award-winning Financial Consulting Firm that has become a trusted partner to businesses nationwide for over two decades. Specializing in Fractional CFO, Controller, and Bookkeeping Services, this highly respected consultancy business blends elite financial expertise with proprietary Accounting IQ Software to deliver scalable, data-driven solutions to companies across a wide range of industries.Operating on a fully remote model since inception, the firm has built an efficient, tech-enabled infrastructure that supports approximately 100 active client relationships, each generating an average of $2,409 in monthly recurring revenue. This results in stable, predictable cash flow exceeding $3.2 million in annual recurring revenue, with gross margins consistently climbing - up from 56% to 60% in the last three years. A remarkable 94% utilization rate and long average client tenure of four years underscore the company’s deep-rooted client loyalty and operational excellence.At its core, this firm serves as a financial command center for its clients, eliminating inefficiencies in internal finance teams while empowering business owners with real-time visibility and strategic financial insights. The integration of AI-powered automation, cloud-based tools, and custom-built financial dashboards sets this company apart in the marketplace, enabling it to deliver Fortune 500-level Fin-Tech intelligence to small and mid-sized companies at a fraction of the cost.Key Valuation Points• 24 Years in Operation• 100 Active Client Accounts• $2,409 Average Monthly Revenue per Client• $265,000 Monthly Recurring Revenue (MRR)• $3.2 Million Annual Recurring Revenue (ARR)• 60% Gross Margin (Up from 56% Over 3 Years)• 94% Utilization Rate• 4-Year Average Client Tenure• Proprietary Accounting IQ Software Platform• 100% Remote Operating Model• 100% U.S.-Based Team of Financial Professionals• 6,500 Executive Contacts in CRM for Marketing• Recognized Multiple Times as a Best Workplace• Strong Presence in National Executive Networks• Expansion Ready for Legal, eCommerce, and Non-Profit SectorsWhile the firm’s reputation and client referrals drive the majority of new business, its professional visibility is supported by consistent LinkedIn thought leadership, monthly campaigns to a proprietary list of 6,500 executive contacts, and a strong presence within national business networks. The company is especially well-positioned to expand into high-opportunity verticals such as eCommerce, Legal, and Non-Profit sectors—markets with increasing demand for agile, outsourced financial leadership. Additionally, licensing or scaling the proprietary accounting platform opens a pathway for SaaS-driven recurring revenue.An acquirer will inherit a battle-tested team of U.S.-based professionals, exceptional internal systems, and a sterling brand built on trust, transparency, and performance. With multiple Best Workplace accolades and an emphasis on employee engagement, this firm is not only built to scale—but built to last.This is a rare opportunity to acquire a modern finance platform with recurring revenue, proprietary IP, and strong long-term retention—making it an exceptional asset for a large array of strategic buyers, private equity groups and peers in the Fractional CFO and Accounting ecosystems that are looking to expand in the B2B services or FinTech space.Contact WebsiteClosers® to learn more.WC 3746

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Cash Flow $1,114,002
Revenue $4,261,483
$ Owner Financing Available

Asking Price: $350,000

Independent Nationwide Book of Biz 400 Personal

Mission Viejo, CA
Orange County

This well-established insurance agency, operating since 1956, is offering its Nationwide Insurance book of business and Nationwide / CEA Companion Earthquake policies for sale. Nationwide is a highly desirable “Preferred” book of business. This book is built with loyal clients and has a low loss ratio, resulting in an agent's profit-sharing bonus. This is a highly sought-after portfolio with over two decades of consistent performance. Clients are located mostly in Southern California (Los Angeles & Orange County). The balance is located throughout the State of California. This is a portable book of business. Client contact is performed via phone & email. There are no walk-in clients.Buyer Qualifications: Potential Buyers must have a direct CA appointment with Nationwide to be considered.This portable and seasoned book of business represents an exceptional opportunity for agency expansion in a challenging market. The Seller has been focusing on commercial lines products since the new business, Personal Lines, “paused” with Nationwide. The Year-Over-Year Revenue increased 15% due to insurance company rate increases. Clients have continued to pay the higher renewal premiums. Natural attrition does occur as some clients seek other cost savings alternatives. The retention rate has hovered at 90% for the past five years. This, coupled with the low loss ratio, makes for a healthy profit-sharing bonus.NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

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Cash Flow $103,000
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$11M Allstate Agency in Gardnerville, NV(H)

Gardnerville, NV
Douglas County

LOCATIONCompany: Allstate City/State: Gardnerville, NV County: Douglas Zip Code: 89410 Location Available: Offices are located in a historic building that was once an old brick hospital in the early 1900s. Total area is approximately 1,800 square feet. Neighboring businesses include a Mortgage Broker, Real Estate agents and an Accountant. Rent/Lease Terms: Lease is a month to month but can likely be converted to a longer term. Rent/Lease Rate: Rent is $1,850 per month. F&E Available: Furniture and equipment convey. Years In Business: 38 Location Photos:Available upon request. Current Agency Staffing: Staff consists of 2 customer service reps, 3 sales reps and 2 part-time hybrids.Asking Price: $2,500,000 Annual New/Renewal Revenues: Confidential until NDA receieved Earned Premium: $11,000,000 plus brokered book Bank Financing Available: Local and National lenders available upon request Seller Financing Available: If necessary, terms negotiable. Satisfactory collateral required Detailed Financial Reports: NDA requiredEstablished turn-key agency nestled in the historic Carson Valley on the Eastern border of Lake Tahoe. It has over $11M in earned premium that consists of a preferred auto/homeowner customer base plus a brokered book! Excellent opportunity for growth in cross sales as well as life/financial services. The current owner is available to assist with transition and guidance. This is a wonderful opportunity to acquire an established turnkey operation with excellent cash flow. This won’t last long on the market!

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Cash Flow Not Disclosed
Revenue Not Disclosed

Asking Price: $100,000

Tax Service & Bookkeeping Business

Not Disclosed, OH
Van wert County

Transworld Business Advisors of Northwest Ohio represents a 40 year old tax service and bookkeeping business. After years of providing this service to the community, the owner desires to retire. This business is profitable and ready for a new owner to take it to the next level. It is an ideal investment opportunity for a strategic buyer lookin to add more clients and revenue to their existing portfolio OR an individual who is financially savvy and looking for an opportunity. This owner has approximately 600 repeat clients every year and processes 1,000 tax returns each year. The community is undergoing a major rebuilding program, which paves the way for additional growth opportunities. The owner turns clients away and has forgone growing the business due to the stage they are at in their personal life.The business was established in 1983 by the current owner. The owner has built a great reputation in the community, with a loyal customer base, and a smooth operating system that keeps clients coming back every year.The existing facility is equipped with ample office space, including a walk-in reception area, a reception desk, and two additional private offices, as well as storage space.The business comes with all office furniture, computers, software, decor, etc. that is used to run the business in its current state Potential GrowthThe current owner believes the best growth opportunity exists by adding bookkeeping work with local and surrounding businesses in the area. They have not marketed, solicited, or grown their bookkeeping business due to the current stage they are in in life.

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Highly Effective Local Credit Repair Business

Not Disclosed, UT
Utah County

The most notable competitor in the credit counseling space is a monthly subscription based model, alongside various other for-profit and non-profit organizations. However, none of these entities are licensed specifically for credit repair. Many also charge an upfront setup fee in addition to ongoing monthly charges. This business is among a limited number of fully licensed and bonded credit repair companies registered with the Utah Consumer Protection Agency.This established credit repair business has an excellent reputation for repairing credit for individuals, specifically new home and car buyers who need assistance. Their proprietary system and automated dispute process quickly gets results by properly fixing errors on credit reports.The current owner brings years of industry experience and has been successfully operating in Utah since 2016. Leveraging a proprietary, cutting-edge dispute resolution process, they consistently deliver real results, even as the three major credit bureaus evolve their protocols. This business remains at the forefront of best practices, ensuring clients receive expert care and a positive, results driven experience.Potential GrowthThe owner currently receives a high volume of referrals during the busy season (April-July). By hiring and training counselors, a new owner will be able to support additional growth resulting from a stronger social media presence and enhanced marketing.Competitive OverviewWhile other companies may offer similar services, this business distinguishes itself through its professionalism, commitment to truly correcting credit report inaccuracies, and a consistent track record of results. Unlike many competitors, its offers transparent, fixed one-time pricing.The most notable competitor in the credit counseling space is a monthly subscription based model, alongside various other for-profit and non-profit organizations. However, none of these entities are licensed specifically for credit repair. Many also charge an upfront setup fee in addition to ongoing monthly charges. This business is among a limited number of fully licensed and bonded credit repair companies registered with the Utah Consumer Protection Agency.

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Revenue $95,091

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