Seller's Contact Information

  • RE:  Bookkeeping Services Business For Sale
  • Contact:  Jillian Blair
Listing Update!
Update: Bookkeeping Services Business 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:

Customers have come to rely upon the efficient, reliable, and convenient suite of services provided by this bookkeeping business. Monthly subscriptions make for strong customer retention. Almost no loss of customers from COVID. The diversified multi-state customer base of this businesses continues to grow through referrals from happy clients. 40% growth last year, and the largest customer is just 7% of last 3 year’s revenue. Fully remote technology offers the ability for a new owner to scale-up these services as customers and employees can be located anywhere in the world. Whether you want to expand an existing business or jump start a new venture, you will not find a better bookkeeping business for sale anywhere. Adding tax preparation services can increase sales to existing customers as well. Established in 2016, this business is currently home-based in a beautiful Northern Colorado community, but it can be run from just about anywhere. The owner currently works approximately 40 hours per week. If you want to buy a bookkeeping business, you will find this one is well run and ready for a new owner to continue its success. Further details will be made available to financially qualified prospects who commit to keeping the whole thing confidential. Contact us today!

Reason for Selling:

Retirement. Kindly ask the seller for more information.

Additional Details:

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

Relevant Links:

Opportunity Update!

Exciting update: Bookkeeping Services Business 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!

Featured Listing
Asking Price: Not Disclosed

Well Established CPA Firm in SLO CA

San Luis Obispo, CA
San luis obispo County

The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong reputation for exceptional client service, high-quality tax preparation, and trusted advisory work. It provides tax preparation and advising, tax planning, bookkeeping, and payroll.With annual billings of approximately $1.5 million from tax preparation, tax consulting bookkeeping and payroll services, The Business provides both stability and growth potential. The practice prepares roughly 1,100 returns annually, with a client base that spans industries including real estate, construction, law, engineering, architecture, vineyards, and professional services. This diversification minimizes sector risk and ensures steady revenue.The Central Coast market is experiencing rising demand for CPA services due to retirements in the aging CPA population, creating a unique opportunity for continued expansion. The Business’ long-standing brand, diversified client mix, and recurring revenue streams position it as a premier acquisition opportunity in California’s competitive CPA market.Key Highlights• Established Reputation: 20 years of proven success and community recognition.• Annual Billings: ~$1.5 million in annual revenue.• Recurring Revenue: $15,000/month from bookkeeping & payroll services (~$180K annually).• Client Retention & Loyalty: Longstanding relationships across business and individual sectors.• Market Demand: Rising need for CPA services due to retirements in the local CPA population.• Diversification: Client base spans multiple industries, reducing sector-specific exposure.• Work-Life Balance: Well-structured operations with stable professional staffAcquisition BenefitsThe Business offers a buyer the chance to acquire a profitable and well-established CPA firm with:• A respected 20-year brand in a desirable California market.• $1.5M in annual revenue with stable recurring revenue.• Diversification across resilient industries.• Significant growth potential due to ongoing CPA retirements in the region.• A turnkey, professionally staffed practice with immediate scalability.Growth & Market Position• Steady Growth: Driven primarily by organic client referrals and reputation.• Succession Market: Local CPA population skews older, creating strong ongoing demand.• Strategic Realignment (2023): Shifted to a predominantly business-focused client base while maintaining individual return relationships.CustomersRepresentative industries served include:• Real Estate Development & Construction• Contractors & Trade Services• Law Firms & Professional Practices• Engineering & Architecture Firms• Realtors & Brokerages• Specialty Oil Field Repair Services• Vineyards & Agriculture• Broad array of service-based businessesAccording to IBISWorld as the US economy is expected to rebound gradually from current financial challenges, GDP and disposable income are projected to grow, fostering demand for professional tax services. Yet, ongoing competition from digital solutions, coupled with potential changes in tax legislation under the new administration, could shape the industry's trajectory. Overall, revenue for tax preparation service businesses in the US is forecast to creep upward at a CAGR of 1.1% in the next five years, reaching $15.3 billion in 2030.

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Cash Flow $710,000
Revenue $1,500,000

Asking Price: $11,000,000

Scalable Tax Preparation and Consulting Platform

Not Disclosed, FL
Broward County

A streamlined tax preparation and consulting platform with a proven operating model and nationwide reach. Established in 2016 with roots dating back to 2014, the business has been built for efficiency, scalability, and consistent seasonal revenue.Revenue is generated through management and consulting services provided to a portfolio of affiliated tax brands—all included in the sale—creating multiple channels for client acquisition and operational leverage across shared resources. The infrastructure is already in place, with a small internal team supported by an established network of independent contractors handling management and administrative functions.Current ownership is hands-on in strategy but limited in hours (approximately 20–30 per week), focusing on performance oversight and team accountability. Day-to-day operations are well systemized, making this a strong fit for a semi-absentee owner or an operator looking to scale.With over 30,000 clients across the U.S., the business benefits from predictable, recurring demand and is well-positioned for growth through enhanced marketing, expanded reach, and potential acquisitions within the highly fragmented tax services industry.The current owner is open to providing transition support to ensure continuity.Business Highlights:Established, scalable tax preparation and consulting platformAsset-light model with low overhead and strong marginsSemi-absentee ownership (20–30 hours/week)Multi-brand portfolio included in sale for diversified lead generationNationwide client database of 30,000 customersRecurring, seasonal revenue with consistent annual demandExperienced team in place (5 employees ~30 independent contractors)Centralized operations allow for significant scalability and margin expansionStrong opportunity for growth through marketing, branding, and geographic expansionIdeal platform for roll-up strategy in a fragmented industryTransition support available from current ownerIdeal Buyer:An individual or group with experience in call center operations, marketing, or customer acquisition will be well-positioned to take this business to the next level. This opportunity is especially attractive for buyers with the vision and resources to expand brand presence and maximize the value of an already established platform.

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Cash Flow $800,000
Revenue $2,250,000

Asking Price: $800,000

Established Health Insurance Book | Recurring

Not Disclosed, WA
Clark County

This opportunity represents a turnkey acquisition of an established Medicare and individual health insurance book generating recurring, carrier‐paid commissions and continuous referrals from a long‐tenured client base. The portfolio manages more than $8.4 million in annual premium and benefits from an exceptionally strong 90% client retention rate driven by relationship‐based service and organic referrals. The client mix includes both Medicare and ACA Individual policyholders as well as a few small employer groups, with ACA members creating a natural Medicare age‐in pipeline for ongoing growth. The business operates fully remote through phone‐based consultations and maintains carrier appointments across Washington and Oregon, offering broad plan access and efficient renewal processes. This is an excellent fit for a licensed agent or agency seeking stable, increasing recurring revenue, high retention, continuous referrals and built‐in Medicare expansion opportunities. Key Highlights: Projected Commission Earnings 2026:  $260,000 Referral-Based growth (No marketing spend) Untapped Cross-Selling Ancillary Opportunities:  Indemnity, Critical Illness, Accident etc.    ACA Client Base Creating Medicare Sales Pipeline Recurring Carrier-Paid Commissions with consistent year-over-year growth Home-Based/Fully Remote Operation $8.4M Premium Under Management  90% Client Retention 28 Years’ Industry Experience Independent Since 2008 

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Cash Flow $236,458
Revenue $8,400,000

Asking Price: $1,800,000

FinTech Licensing & Regulatory Advisory Firm

Tampa, FL
Hillsborough County

WebsiteClosers® presents a premier Fintech Advisory platform that assists international financial technology companies in launching compliant operations inside the United States. This company is renowned for its expertise in U.S. Money Services Business (MSB) licensing, focusing on regulatory compliance, banking access, and financial infrastructure consulting for companies seeking a structured path into the U.S. financial system. Their clients typically include remittance platforms, digital payment companies, crypto exchanges, and neobanks seeking to expand operations into one of the world's most regulated financial markets.This sale has substantial Seller Financing available to the right buyer. Ownership is very bullish on the company and has no issues financing a significant portion of the transaction.Their service model centers have helped companies move from regulatory planning to operational launch in less time than traditional legal or consulting channels. Their ability to guide international operators through licensing and banking requirements has positioned the business as a recognized advisor within this highly specialized segment of the fintech industry. The company offers a broad range of services covering the full lifecycle of regulated fintech operations. One of their most sought-after offerings is the sale of ready-made U.S. Money Services Business entities, enabling fintech startups to accelerate entry into the American payments ecosystem. These companies are delivered with corporate formation, FinCEN MSB registration, compliance documentation, and operational frameworks already prepared, allowing clients to move into regulated activity far faster than the traditional licensing route.Beyond entity setup, the firm also advises fintech operators pursuing U.S. Money Transmitter Licenses across multiple states. These licenses are essential for companies that transmit funds, operate payment programs, or run digital wallet platforms. The consulting process includes licensing strategy, regulatory communication, compliance policy development, and state-by-state rollout planning. The team assists fintech companies with the development of Anti-Money Laundering and Bank Secrecy Act programs, regulatory documentation, transaction-monitoring frameworks, and internal compliance policies. These services allow growing fintech companies to meet strict regulatory requirements without the need to hire senior compliance executives immediately.The platform also assists fintech companies with sponsor bank relationships and Banking-as-a-Service infrastructure. The company provides guidance for organizations seeking SWIFT connectivity and BIC code access, which are critical components for firms participating in global payment networks. More than 119 clients have engaged the firm’s services, with over 20 active engagements currently underway. Average project value is around $20,000, with many clients returning for additional licensing, compliance, or banking support after completing their first engagement.Monthly revenue grew from roughly $30,000 early in 2025 to more than $200,000 by the end of the year, reflecting rising demand for regulatory advisory and licensing support across the fintech sector. The business now operates with a lean contractor-based team that includes specialists in compliance, licensing consulting, sales, marketing, and client management. The company’s leadership has also built relationships with more than 50 fintech organizations worldwide, creating strong opportunities for repeat engagements and additional advisory work.Opportunities for growth are abundant, with potential avenues including expanding global financial licensing consulting and developing ready-made financial licenses for international markets. The company's strategic focus on U.S.-specific services positions it well for further international expansion, offering significant potential for a new owner to capitalize on this established market position. This fintech consulting brand represents an exceptional acquisition opportunity for buyers with expertise in sales or fintech compliance.Contact WebsiteClosers® today to explore this unique opportunity in the fintech consulting landscape.CODE NAME: Project Iron SummitWC 3953

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Cash Flow $953,561
Revenue $1,679,673
$ Owner Financing Available

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