Profitable PB Bookkeeping-14 Yrs-Recurring Clients

NOT DISCLOSED, Florida

Asking Price	$350,000	Year Established	2012
Annual Revenue	$263,210	Reason for Selling	Retirement.
Annual P/L	$0	Attention	Anton Joro
Annual Cash Flow	$178,304	Listing Number	1016613
# of Employees	3	Business Category	Services: Financial, Accounting, Insurance

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.

Business Operations & Services

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.

Property Features and Assets:

<p>Small office in an office building. Can be relocated anywhere.<br></p><p>Assets = $5,000</p>

Market Competition and Expansion:

<p>The Competition & What Makes This Firm Different</p><p>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:</p><div><ul><li><p>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.</p></li><li><p>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.</p></li><li><p>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.</p></li></ul><p>Where This Business Fits & Wins</p><ul><li><p>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.</p></li><li><p>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.</p></li><li><p>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.</p></li><li><p>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.</p></li></ul></div><div> </div><div> </div><div> <div> <div> Full CM Competition/Industry <div>(N/A)</div> </div> </div> </div><p> </p><div> <div> <div> Executive Summary/CM Lite Sales & Marketing <div>Position Location Key Responsibilities Owner / Managing Director Palm Beach County, FL High-level client relations, business management, and strategic overview.3 x Bookkeeping Specialists Remote Client account management, daily reconciliations, payroll, and reporting.</div> </div> </div> <div> <div> Full CM Sales & Marketing <div>(N/A)</div> </div> </div> </div><p> </p><div> <div> <div> Executive Summary/CM Lite Assets <div>A list of assets is in the broker file and can be obtained upon signing an NDA.</div> <div><br></div><p>While the firm maintains steady, profitable operations, several immediate growth levers exist for a new owner:</p>​</div> <ol><li><p>Add High-Margin Advisory Services: Introduce fractional CFO services, budget forecasting, and cash-flow consulting to the existing client base.</p></li><li><p>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.</p></li><li><p>Capacity Expansion: Leverage the existing remote infrastructure to onboard higher client volumes without significant capital overhead.</p></li></ol>​</div></div>

Additional Details: