Seller's Contact Information

  • RE:  Tax Preparer And Bookkeeping
  • Contact:  Dave Clough

Quick Facts

Asking Price: $525,000
Annual Revenue: $467,608
Net Profit: Not Disclosed
Cash Flow: $340,152
Total Debt: Not Disclosed
FF&E: Not Disclosed
Real Estate: Not Disclosed
Year Established: 2013
Employees: Not Disclosed
BBN Listing #: 4560381
Broker Reference #: 522007S

Email or Print Listing

Business Overview:

Available for acquisition is the Tax Preparation and Bookkeeping services portion of a well-established CPA firm. After many years in the business, the owner desires to go in a different direction and focus on small business consulting. This small portion of the annual revenue will be retained by the owner.

The firm has a reputation for quality, timely work which results in high client retention. The growth of the firm has occurred organically through networking, referrals and by word of mouth. 2022 revenue was $467,608 producing healthy compensation for ownership. There are two employees that handle tax preparation and bookkeeping for their clients that are primarily located in New Hampshire with a few in Massachusetts. Corporate clients are on a recurring revenue model. The tax preparation and bookkeeping business is available at an offering price of $525,000. This includes relevant employee workstations, customer database and vendor lists, owner training during the transition, goodwill and a non-compete agreement from the current owner.

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Reason for Selling:

To pursue other business opportunities.

Additional Details:

  • The property is owned.
  • 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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