This well-established accounting and tax services firm provides comprehensive financial and business support to a diverse and loyal client base. The company specializes in tax preparation, bookkeeping, payroll, and business consulting, with a strong focus on serving Latino and bi-cultural business communities through culturally aware, professional services.
With an established online presence, a large recurring book of business, and minimal overhead, this is an excellent opportunity for an owner-operator or strategic buyer seeking a scalable, recession-resistant service business. The current owner has built a highly efficient operation and is willing to support a smooth transition.
Business Highlights:
- Established website and strong reputation for accounting, tax, and business consulting services
- Book of business with approximately 1,200 active clients, plus significant seasonal tax clients
- Core services include tax preparation, bookkeeping, payroll, and business advisory services
- Strong growth potential with no current advertising or marketing efforts
- Efficient cost structure using experienced contract professionals, resulting in approximately $70K in additional net savings
- Two experienced employees in place and expected to remain with new ownership
- Bilingual capability is beneficial but not required for ownership
- Owner willing to stay on to train and ensure a seamless transition
- Seller financing and partnership opportunities considered
This is an ideal opportunity for an accountant, tax professional, or investor seeking a turnkey operation with stable cash flow, loyal clients, and substantial upside through marketing and expansion.
Ad#:2473752
