Profitable Established Bookkeeping Firm

Business Overview:

This Portland based bookkeeping firm started in 2017 and performs bookkeeping services through the annual close of the books, reconciling payroll quarterly reports and the W-3 for business clients. They currently serve around 100 clients. Their trained and experienced staff in conjunction with their well-established policies, procedures, and systems truly make this a turnkey operation. They have established an excellent reputation in the community and built strong relationships with key referral sources. A mix of full and part-time employees comprise this professional team of bookkeepers.

After years of experience working as a Controller in corporate finance the owner wanted to utilize their skills and create their own business they could grow. After launching the business, they have done an excellent job scaling and growing at a consistent pace while also being responsive to the ever-changing needs of their clients. They were very involved in supporting and assisting business owners during the pandemic to navigate through the various loan and grant programs offered through the SBA and other Government entities. The owner is currently seeking to sell the business to retire.

This business offers a recurring revenue model based on the development and maintenance of long-standing client relationships derived from ensuring customer satisfaction. This firm takes a very personalized approach to service and has well-established processes and on-going marketing, effectively generating new clients, all of which help to set them apart from their competitors.

There is an excellent opportunity for this business to continue doing what has been working for them to scale and achieve the level of growth they have to date. Growth can be achieved by continuing to add both clients and employees as well as expanding upon their geographic service area, remote work, and industry specialization.

Reason for Selling:

Retiring

Additional Details:

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