-Owner hours only 1,300!
-95% paperless
-20% revenue increase


This nearly 20-year-old bookkeeping firm presents an excellent opportunity for a buyer seeking a turnkey operation with a trusted reputation, a dedicated team, and a strong growth trajectory. With consistent revenue and a projected 20% increase for 2025, the firm delivers high-quality, easy-to-understand service that clients value. The experienced staff are collaborative, independent, and capable of managing day-to-day operations, allowing the owner to work 1,300 hours per year! This firm is ~95% paperless and equipped for remote work which creates a flexible, modern work environment. With additional capacity to grow, strong client relationships, and a streamlined digital workflow, this firm is poised for continued success.

Ideal Buyer:
The ideal buyer is either based locally or can travel to the office several times a week and brings a strong vision for the firm’s next chapter. A growth-oriented individual or an established firm with tax and advisory services could drive significant expansion by integrating those offerings and deepening client relationships. Excellent communication skills are key, especially the ability to translate financial information into clear, client-friendly language.

For more information please visit:
https://poegroupadvisors.com/practice/ab2036/