For sale: Established cloud-based CPA & premium bookkeeping practice (founded 2002)

Key highlights

• 350+ active clients; cloud-first operations

• Revenue mix: ~86% recurring bookkeeping, 12% compilations/corporate tax/financial reporting, 1% personal tax

• Average bookkeeping rate: $138/hour; Year end:$250/hour; Consulting: $575/hour

• Strong owner cash flow

• Serves a broad mix of industries — diversified client base

• Staff: ~20 experienced, loyal personnel (FT, PT, subcontractors) available to transition

• Office: 2,500 SF; rent ~ $7,000/month including GST

• Seller flexible and committed to a smooth transition

Ideal buyer

• Firms or buyers looking to scale a cloud accounting division or expand nationally, especially those behind on cloud accounting capabilities.

Next steps

• Serious inquiries only; proof of funds required. Contact Alan Liverman to request an information package and to arrange confidential discussions.