Accounting Firm with Strong MRR & Built-In Growth Opportunities
Business Description
This Arizona-based firm offers full-service tax preparation, accounting, and payroll solutions to a loyal base of small business and individual clients. Known for its accuracy, responsiveness, and long-standing client relationships, the firm generates consistent recurring revenue through monthly service agreements and seasonal tax work. With streamlined systems, a dependable team, and a reputation built almost entirely on referrals, the business presents a turnkey opportunity for a buyer looking to acquire a stable, growth-ready financial services firm in a business-friendly region.
About the Business
- Years in Operation
- 30
- Employees
- 5
- Facilities & Assets
- Originally formed in 1995, the company offers a full-service tax preparation, bookkeeping, and payroll solution to small businesses in the Mountain West region. This firm boasts a strong client retention rate, with much of the growth fueled by word-of-mouth referrals. With three full-time employees and two contractors, the owner handles on-boarding, tax planning, and reviews, while most operational tasks are handled by the existing team.
- Market Outlook / Competition
- This industry is primed for exponential growth across the entire industry. With the current team and tech stack in place, this firm is uniquely positioned for a new professional wanting to acquire their first firm, or a current firm looking to expand through acquisition. The firm is well-positioned for growth through several strategic initiatives. A primary opportunity lies in expanding marketing efforts beyond word-of-mouth, including a professional website, local SEO, targeted social media campaigns, and referral partnerships with financial advisors
- Opportunities for Growth
- Adding higher-margin advisory services—such as strategic tax planning, outsourced CFO solutions, and business consulting—could increase revenue per client and deepen relationships. Geographic expansion is also viable, as many services can be delivered remotely, enabling the firm to serve clients across Arizona and beyond. Lastly, automating more workflows (such as client onboarding, payroll processing, and document management) could boost efficiency and margins.
Real Estate
- Owned or Leased
- Leased
- Rent
- Not Disclosed
About the Sale
- Seller Motivation
- retirement
- Transition Support
- 12 weeks
Listing Info
- ID
- 2359498
- Listing Views
- 704
Listing ID: 2359498 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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