Profitable PB Bookkeeping-14 Yrs-Recurring Clients
Relocatable, FL Palm Beach County
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- RE: Profitable PB Bookkeeping-14 Yrs-Recurring Clients
- Contact: Anton Joro
Quick Facts
| Asking Price: | $350,000 | |
| Annual Revenue: | $263,210 | |
| Net Profit: | Not Disclosed | |
| Cash Flow: | $178,304 | |
| Total Debt: | Not Disclosed | |
| FF&E: | $5,000 | |
| Real Estate: | Not Disclosed | |
| Year Established: | 2012 | |
| Employees: | 3 | |
| BBN Listing #: | 1016613 | |
| Broker Reference #: | 1049-19643 |
Business Overview:
An exceptional opportunity to acquire a highly reputable, 14-year-old bookkeeping and financial services practice based in prestigious Palm Beach County, Florida. Operating with a streamlined, modern remote workforce, the firm serves a loyal and diverse roster of local small-to-medium-sized businesses (SMBs) who rely on its services for daily, monthly, and year-end financial management.
With deep-rooted client relationships, an established operational rhythm, and a trained, capable team in place, this turn-key business offers an acquirer immediate cash flow, high client retention, and significant operational leverage.
Investment Highlights
14 Years of Stability & Local Reputation: Built on over a decade of trusted service in Palm Beach County, enjoying high client retention, strong word-of-mouth referrals, and zero reliance on heavy marketing spend.
Essential & Embedded Client Relationships: The firm acts as an integral operational partner to its clients. Services are deeply embedded in client workflows, creating high switching costs and predictable, recurring revenue.
Capable & Independent Remote Team: Operating with three experienced, remote employees, the staff manages core day-to-day bookkeeping tasks, client communications, and account reconciliations independently.
Turnkey & Scalable Structure: Modernized operations allow the business to be managed remotely or locally with flexible owner involvement. Systems and workflows are structured for seamless transition to a new owner or an existing firm seeking a tuck-in acquisition.
The practice provides comprehensive bookkeeping and outsourced accounting solutions tailored to Palm Beach County business owners, including:
Core Services: Full-charge bookkeeping, accounts payable/receivable (AP/AR) management, bank and credit card reconciliations, and financial reporting (P&L, Balance Sheet, Cash Flow).
Compliance & Advisory: Payroll processing management, sales tax filings, and year-end tax preparation coordination with clients’ CPAs.
Client Mix: Long-term business clients across diverse industries, ensuring stable income streams and reduced sector-specific risk.
Contact the Seller:
To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button (above Quick Facts) and when you are done searching and have made all your selections, simply click on the REQUEST FREE INFO button at the bottom of this page.
Property Features and Assets:
Small office in an office building. Can be relocated anywhere.
Assets = $5,000
Market Competition and Expansion:
The Competition & What Makes This Firm Different
The local market for small business bookkeeping breaks down into three basic choices, and most small business owners in Palm Beach County are unhappy with at least two of them:
Big CPA Firms: Great for complex tax planning or audits, but they bill top-dollar hourly rates for simple bookkeeping. Routine clients get pushed down to junior staff or treated as a low priority until tax season hits.
National Online Bookkeeping Platforms: Cheap on paper, but clients are assigned to a rotation of call-center reps or offshore bots. When a client needs an answer about a specific bank deposit or local vendor payment, they get stuck in a ticket queue.
Solo Freelancers: Affordable and friendly, but vulnerable. If the solo bookkeeper gets sick, goes on vacation, or takes on too many clients, payroll gets missed, and accounts don’t get reconciled.
Where This Business Fits & Wins
14-Year Local Reputation: Clients stick around because they know the firm and trust the work. In Palm Beach County, word-of-mouth still drives the best business, and over a decade of clean books builds client loyalty that hard-to-beat algorithms can't touch.
Built-in Team Redundancy: Having three experienced remote staff members means client accounts don't rely on just one person. If someone takes time off, the work gets done without missing payroll or vendor deadlines.
Sticky Client Relationships: Once a business integrates a reliable bookkeeper into its daily invoicing, bill pay, and banking routines, switching is a massive hassle. That leads to steady, month-after-month recurring revenue with almost no money spent on advertising.
Clean Hand-Offs for CPAs: Local CPAs love working with this firm because the books arrive balanced and organized at year-end, making tax preparation fast and painless for the end client.
While the firm maintains steady, profitable operations, several immediate growth levers exist for a new owner:
Add High-Margin Advisory Services: Introduce fractional CFO services, budget forecasting, and cash-flow consulting to the existing client base.
Proactive Digital Marketing: Capitalize on the firm’s 14-year track record by implementing local SEO, a refreshed online presence, and digital lead acquisition in Palm Beach County.
Capacity Expansion: Leverage the existing remote infrastructure to onboard higher client volumes without significant capital overhead.
Reason for Selling:
Retirement. 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
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