Seller's Contact Information

  • RE:  Trusted Accounting & Consulting Firm: 50 Years
  • Contact:  Angela Lee
Listing Update!
Update: Trusted Accounting & Consulting Firm: 50 Years 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:

Trusted Accounting & Consulting Firm with 50+ Years of Experience

With over 50 years in the market, this Texas-based S Corporation has grown from a one-person bookkeeping firm into a trusted concierge-style business consulting company. Today, its five-member team provides expert services in bookkeeping, payroll, sales tax reports, property tax renditions, insurance audits, and audit-prep support for tax preparers. Clients span healthcare, restaurants, nonprofits, and professional services, many of whom have trusted the company for decades, with relationships often passed through generations. More than just accounting, this business is about building trust, driving growth, and giving business owners the freedom to focus on what they do best: running and expanding their companies.

Inquire for more details and learn how you can buy a business for as little as 10% down on qualified SBA listings or how to use creative financing options to get a deal done! At Transworld Business Advisors, we are the most active business brokerage in the country - listing and selling the most businesses in the state. Get added to our buyer list today to receive notifications as businesses with your criteria hit the market!

Property Features and Assets:

Business Hours of Operation
MONDAY - FRIDAY: 9:00am - 5:00pm; SATURDAY - SUNDAY: closed
Owner Weekly Hours
40

Reason for Selling:

relocation. 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: Trusted Accounting & Consulting Firm: 50 Years 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.

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

Asking Price: $480,000

Multi?State Collection Business, 10?Years Running

Not Disclosed, FL
Palm beach County

​This is an industry-recognized, well-established accounts receivable management and debt collections business with a multi-state footprint, long-standing A company clientele, and a substantial active portfolio. The company specializes in bad debt collections (consumer and/or small commercial) on behalf of creditors, leveraging a consultative approach to balance collections performance with customer-service integrity. The business currently services roughly 170,000 accounts and manages an active book of more than $275 million in portfolio value, with ongoing payment plans totaling around $735,000. The business is licensed as a Certified Collection and Certified Debt Trader in multiple states and bonded (bonding in place – e.g., approximately $260,000), and the infrastructure is being expanded to incorporate his own patented AI-enabled work.​Business History​Founded approximately 11 years ago, the company has built a reputation for compliance, transparency, and ethical collection practices. Over the decade, the business has grown organically through strong creditor referrals, repeat engagements, and scalable systems. The firm has established multi-state licensing and bonding, developed robust payment plan workflows, and forged operational partnerships to support ongoing book management. With​~170k active accounts in its book and $275M gross portfolio value, the business is mature yet still has meaningful upside potential. The company has an A review on BBB.​ACA, RMA, and Debt Trader accredited member.​For immigration or business visa purposes, as the entity is over three years old, buyer-investor candidates may use this business ROI and employment creation narrative in E2/L1 or other business immigration strategies (please consult with immigration counsel accordingly). Please refer to listing number 3353643329, 

Read More
Cash Flow $166,136
Revenue $2,177,531

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.

Read More
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 

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

BusinessBroker.net is one of the largest business for sale marketplaces in the world that connects tens-of-thousands of business buyers and sellers every month. Sell a Business Online or if you’re a broker or a commercial agent sign up for a Business Broker Membership today!

    Add Businesses and/or Franchises
    To Basket For Free Information

    This site uses cookies. By continuing to browse the site you are agreeing to our use of cookies. Review our cookies information for more details.