Seller's Contact Information

  • RE:  Profitable Established Bookkeeping Firm
  • Contact:  Jason Blair
Listing Update!
Update: Profitable Established Bookkeeping Firm 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:

This Portland based bookkeeping firm started in 2017 and performs bookkeeping services through the annual close of the books, reconciling payroll quarterly reports and the W-3 for business clients. They currently serve around 100 clients. Their trained and experienced staff in conjunction with their well-established policies, procedures, and systems truly make this a turnkey operation. They have established an excellent reputation in the community and built strong relationships with key referral sources. A mix of full and part-time employees comprise this professional team of bookkeepers.

After years of experience working as a Controller in corporate finance the owner wanted to utilize their skills and create their own business they could grow. After launching the business, they have done an excellent job scaling and growing at a consistent pace while also being responsive to the ever-changing needs of their clients. They were very involved in supporting and assisting business owners during the pandemic to navigate through the various loan and grant programs offered through the SBA and other Government entities. The owner is currently seeking to sell the business to retire.

This business offers a recurring revenue model based on the development and maintenance of long-standing client relationships derived from ensuring customer satisfaction. This firm takes a very personalized approach to service and has well-established processes and on-going marketing, effectively generating new clients, all of which help to set them apart from their competitors.

There is an excellent opportunity for this business to continue doing what has been working for them to scale and achieve the level of growth they have to date. Growth can be achieved by continuing to add both clients and employees as well as expanding upon their geographic service area, remote work, and industry specialization.

Reason for Selling:

Retiring

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: Profitable Established Bookkeeping Firm 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!

Asking Price: $335,000

Profitable Real Estate Brokerage + Property Management Company For Sale – Mid-Michigan Region

Not Disclosed, MI
Saginaw County

Here’s your chance to acquire a well-established and thriving real estate business in the heart of Mid-Michigan. This turnkey operation includes a respected real estate brokerage and a fully functioning property management division — both generating solid, recurring income.Established Market PresenceOperating in Saginaw, Bay, Midland, Genesee, Gratiot, and Shiawassee Counties, this company has built a recognizable and trusted brand with a strong reputation in the community.Team-Driven & Transaction-ReadyA fully staffed team of productive agents is actively closing deals with buyers, sellers, and investors. Systems, training, and leadership structures are in place for a smooth transition.Multiple Income StreamsIn addition to fair and scalable commission splits, this brokerage benefits from partnered relationships in the community that bring in consistent revenue.Includes Property Management DivisionThis added arm of the business generates approximately $50,000/year in income. Processes are well-documented, doors are under management, and the team is in place to continue operations seamlessly.Everything You Need to Step In & ScaleIncluded in the sale:All desks, front desk, manager’s desk, and chairsComputers, fixtures, and office furnishingsFor sale signs and lockboxesAll current leads and extensive past client databaseThe well-known brand nameA newly leased, professional office space Growth-Ready & ProfitableThis business is producing steady profit and has strong growth momentum. Ideal for a hands-on owner/operator, team leader, or investor looking for a proven model with community roots and real expansion potential.

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Cash Flow $115,744
Revenue $236,717

Asking Price: $1,140,000

Oregon Medicare Insurance Book All Remote 900 Plus

Not Disclosed, OR
Not disclosed

The clients are based in Oregon but serviceable by any agency that can actually service clients properly and that have an Oregon insurance license.This Seller has spent the last fourteen years growing a successful business focused on Medicare related products in the senior insurance market.Driven by an aging population where some 300,000 baby boomers became eligible for Medicare each month, the Seller has been working to maximize this promising opportunity, and has built strong relationships with leading, reliable industry carriers.Over the years, the Utah-based operation has transitioned to a fully remote modelserving clients and more than 900 policies in Central Oregon as well as several Western states.While not all carriers generate revenue due to market competitiveness, Pacific Source and Providence have been particularly strong partners. Pacific Source stands out for its agent-friendly policies, robust financial stability, and exceptional customer service.The estimate for higher revenues in 2025 (projected to be $332,000 or more) is based on Open Enrollment of 40 new clients. That new business becomes effective on January 1st. The first two month's P&Ls are trending even higher thanks to additional enrollees, and because of automatic revenue increases.Technological improvements, including the adoption of Calendly, Zoom, and Radiusbob CRM with integrated phone dialing, have enhanced operational efficiency. But key drivers of revenue include the Seller’s deep knowledge of the industry, the trust he has built with clients, his prompt responsiveness, and his ability to identify opportunities for additional sales.However, cross-selling has not been a significant focus, presenting an opportunity for further growth.NDA is required to secure the comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.

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Cash Flow $285,000
Revenue $315,000
$ Owner Financing Available

Asking Price: $209,875

Profitable CPA Firm – 37 Years – Must Speak Vietna

Not Disclosed, FL
Not disclosed

Rare opportunity to acquire a well-established and highly profitable CPA and tax firm with deep roots in the local Vietnamese-speaking community. This practice has been serving individuals and businesses for 37 years, with a loyal client base of 1,700 tax clients—80% of whom are Vietnamese-speaking.Located in a high-traffic business district, this firm has built a stellar reputation, making it the go-to accounting service for the community. The current owner is looking to retire, creating a prime opportunity for a Vietnamese-speaking CPA to step into a turnkey operation with strong cash flow and consistent demand.The owner is committed to a smooth transition and is willing to stay on for an extended period to ensure client retention and business continuity—including assisting through the 2025 tax season if needed.With an extensive client list, minimal marketing required, and an established presence, this business is ideal for an accountant looking to own their own practice or an existing firm seeking immediate expansion.Key Highlights:- 37 years in the same location- 1,700 active clients (individual & business)- Strong word-of-mouth referral network- Located in a bustling business district- Owner willing to transition over an extended period, including 2025 tax season- Buyer must be a CPA and fluent in VietnameseSerious inquiries only. NDA required.This Florida based company for sale is offered by Transworld Business Advisors, the number one business brokerage in the world. With local presence AND global marketing reach, Transworld Business Advisors provides main-street and lower middle market business owners and buyers with transaction expertise. 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! Get added to our buyer list today to receive notifications as businesses with your criteria hit the market! For more information on this business for sale contact listing agent Chet Batson - (407) 754-7388. Please refer to listing #2301723575.

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Cash Flow $115,275
Revenue $175,460

Asking Price: $1,016,250

Profitable Accounting Firm with 15+ years in Phoenix

Phoenix, AZ
Maricopa County

This profitable, medium-sized accounting firm has been providing quality, personalized financial guidance to local individuals and businesses in Arizona for almost 20 years. Founded in 2007, the company works with a wide range of clients with varying degrees of tax complexity. They provide accounting, bookkeeping, payroll, individual tax preparation, and tax planning services, and pride themselves on offering superior customer service. The book of business consists of both corporate and individual clients, with the bulk of revenue coming from tax preparation services during tax season. Revenue has steadily increased YoY, with a 40% increase in gross sales from 2023-2024.The seller works full-time in the business, and has a full-time bookkeeper. Basic office equipment is included, including: desks, tables, chairs, computers, printers, file cabinets; Actual Cash Value of equipment is ~$5,000. The business operates out of a leased space of 1,200 square feet, and has 4 separate rooms with a front reception area. Scaling the business is a matter of increasing outbound new business development, expanding corporate tax service, developing more monthly recurring services, and increasing pricing.The Seller will provide up to 4 weeks of training and orderly turnover to the new owner, at 20 hours per week. They are offering this for both the client side of the business (i.e. introductions to key corporate & individual customers), as well as the operations side of the business (i.e. payroll, working with the accounting software, etc.). Additional training/consulting, if needed, would be available at the seller’s sole discretion, and would be charged at an hourly rate designated by the Seller.The Seller is looking to retire, and will agree to a non-compete for a period of 5 years, post-close of escrow. For a complete business acquisition summary, please contact Justin Turner, Business Broker, at 623-273-0700, or jturner@sunbeltnetwork.com.Financial information shown in this listing (Revenue and Cash Flow) are calculated from the 2024 P&L statementThe business is listed by HUB Commercial, an affiliate of Sunbelt Business Brokers in the State of Arizona. All listing information to be verified by the buyer during due diligence.

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Cash Flow $494,305
Revenue $1,016,250

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