– Seller is retiring but is willing to assist with transition efforts and remain part-time if needed to help ensure a smooth client handoff.

– 2025 revenue of $385,000 with 2026 projected around $410,000!

– Revenues comprised of accounting/bookkeeping (48%), individual and business tax (41%) and other services (11%).

– Modern, technology-driven practice operating as a 100% cloud-based firm with advanced systems and digital workflows.

– Recurring monthly accounting and bookkeeping engagements provide dependable year-round revenue and strong client relationships.