FOR SALE: Accounting Firm circa $900k in Fees, VIC– Ref: CG-0327

Location: Greater Geelong & The Surf Coast region, Victoria
Industry: Accounting, Tax, Business Advisory

Well Established | Loyal Client Base | Systemised | Excellent Growth Potential | Great Reputation

About the Opportunity

A rare opportunity exists to acquire a long-established and highly regarded accounting practice servicing clients throughout the Greater Geelong and Surf Coast region of Victoria and beyond.

The practice generates circa $900,000 in annual professional fees and has developed a strong reputation over many years for trusted client service, technical capability and enduring local relationships. It operates from two established office locations, providing broad market coverage and a solid platform for continued growth.

The business is supported by an experienced team, offering a buyer the benefit of operational continuity, established client knowledge and reduced reliance on the incoming owner from day one.

This opportunity is ideally suited to:

• An established accounting practice seeking to increase its recurring fee base
• A regional or metropolitan firm pursuing strategic expansion into the Greater Geelong and Surf Coast market
• A progressive accounting and advisory group seeking a well-established local platform
• A purchaser looking to add experienced people, quality clients and two operating locations through acquisition
• A practitioner seeking to transition into practice ownership with the support of an established team and client base

The firm presents a compelling combination of recurring professional-service revenue, local market presence, experienced staff and future growth potential. The Greater Geelong and Surf Coast region continues to offer attractive demographic, business and lifestyle fundamentals, making this a strategic acquisition opportunity for the right buyer.

Key Highlights:

• Circa $900,000 in annual professional fees
• Long-established accounting practice
• Servicing the Greater Geelong and Surf Coast region
• Two established office locations
• Experienced, capable and knowledgeable team
• Strong foundation of recurring client relationships
• Opportunity for a strategic buyer to expand revenue, service capacity and market presence
• Potential to introduce broader advisory, wealth, finance, or specialist services
• Seller transition support available by agreement

Act Now!

Strict confidentiality applies. Further information will be provided to suitably qualified parties following completion of a confidentiality agreement. The business name, exact locations, client information and detailed financial information will only be disclosed to qualified purchasers at the vendor’s discretion. Enquiries from principals of accounting and professional-services firms are encouraged.

Next Steps

For more information, contact us or complete our Disclaimer & Confidentiality Agreement here to receive the Business Profile as soon as it's ready quoting Business Reference CG-0327.

Business Features

For Sale: Accounting Firm circa $500,000 in Fees, Gold Coast, QLD – Ref: CG-0526

Asking Price: SOLD
Location: Gold Coast, QLD
Industry: Accounting, Business Advisory, Tax

Well Established | Quality Client Base | Systemised | Strong Growth Potential | Great Reputation

About the Opportunity

This established and profitable accounting firm with a strong recurring fee base is now available for acquisition, delivering reliable cashflow and offering excellent prospects for growth and strategic expansion.

Key Features:

• Established Clientele: Entity mix includes individuals, companies, trusts, SMSFs, and partnerships. The firm has focused strategically on improving client quality and complexity, creating strong recurring revenue and advisory opportunities.
• Excellent Reputation: Known for great service, quality, integrity, and reliability
• Growth Potential: The vendor has built a strong foundation and improved client mix over three years, positioning the business for its next growth phase.
• Modern, cloud-based technology stack including:
  • Xero & Xero Practice Manager (XPM)
  • BGL (company secretarial & SMSF)
  • Ignition, FYI, Hubdoc
  • Digital signing systems
  • Established procedures & automation tools
• Well-documented systems create an efficient and transferable operation.
• Profitability: Proven track record of consistent profitability
• Great location: Professional office located within minutes of major Gold Coast commercial hubs including Southport, Labrador, Biggera Waters, Arundel, Molendinar and Parkwood.
• Smooth Transition: The owner is committed to assisting the buyer with handing over all client relationships. The business can continue operating from its current 79m² professional premises (with lease options available), or be seamlessly integrated (“tucked into”) an existing accounting practice.

Core Services:

• Income tax returns (individuals, companies, trusts, sole traders)
• BAS/GST & payroll/STP
• Tax planning & structuring
• Financial statements & reporting
• Business advisory & strategic planning
• Cashflow forecasting & management reporting
• SMSF administration & compliance
• Company secretarial (via BGL)
• Software advisory (primarily Xero)

The majority of revenue is compliance-based, providing a stable foundation with clear upside for a buyer wishing to expand advisory, financial planning or superannuation services.

This busy accounting firm presents an excellent opportunity to step into an established professional services business with a solid platform and growth potential.

This opportunity would suit an existing accounting firm seeking a bolt-on acquisition, a practitioner looking to step into ownership, a growth-focused firm expanding into the Gold Coast region or a buyer wanting stable compliance revenue with advisory upside.

Act Now!

Serious buyers are invited to contact us immediately to register your interest.

Next Steps

For more information, contact us or complete our Disclaimer & Confidentiality Agreement here to receive the Business Profile quoting Business Reference CG-0526.

Business Features

For Sale: Exceptional Accounting Firm circa $1.3M in Fees – Ref: CG-0426

Asking Price: SOLD
Location: Outer Southern Melbourne, VIC
Industry: Accounting, Business Advisory, Tax

Established Legacy | Quality Client Base | Experienced Team | Strong Growth Potential | Excellent Reputation

About the Opportunity

An outstanding, established accounting practice with circa. $1.3M+ in annual fees is now available for acquisition, representing a rare opportunity to step into a profitable and stable business with a great reputation, experienced team, and a quality client base.

Key Highlights:

• Established Legacy:Operating successfully for 40+ years with consistent annual revenues.
• Quality Client Base:Enjoy the benefits of a diverse and loyal client base built over years of dedicated service including industries like construction, trades, labour hire, construction materials import/distribution and various professional services to name a few (77% of revenue from 29% of clients)
• Location:Outer Southern suburbs of Melbourne.
• Experienced Team: A skilled and professional team committed to delivering excellent service and value, ensuring a smooth transition
• Strong Reputation: Known for exceptional service, quality, integrity, and reliability, this firm has built a trusted name in the industry for over 40 years
• Growth Potential: Opportunity for expansion and increased revenue through additional services
• Profitability: Proven track record of consistent profitability
• Modern Infrastructure: Equipped with efficient systems and modern facilities ensuring streamlined operations and client satisfaction.
• Smooth Transition: The owner is committed to assisting the buyer with handing over all client relationships

This offering is ideal for a principal looking to significantly scale their practice or a firm seeking a strategic bolt-on acquisition.

SOLD! This opportunity is no longer available.

For more information, contact us or complete our Disclaimer & Confidentiality Agreement here to receive the Business Profile quoting Business Reference CG-0426.

Business Features

Accounting Firm on the Gold Coast QLD - Over $800,000 in Fees

Asking Price: SOLD

An outstanding opportunity has emerged to take on a recognised and respected accounting business with a manageable level of customers generating consistent income and profits on the Gold Coast, QLD.

This well-established CA accounting firm is now available for acquisition, presenting a rare chance to step into a successful business with a great reputation and a loyal client base generating over $800,000 in annual fees.

Key Features:

• Established Clientele: Enjoy the benefits of a diverse and loyal client base built over years of dedicated service including industries like construction, trades, retail, manufacturing, and various professional services to name a few
• Experienced Team: A skilled and professional team committed to delivering excellent service and value
• Strong Reputation: Known for exceptional service, quality, integrity, and reliability, this firm has built a trusted name in the industry for more than 28 years
• Growth Potential: Opportunity for expansion and increased revenue through additional services
• Profitability: Proven track record of consistent profitability
• Modern Infrastructure: Equipped with efficient systems and modern facilities ensuring streamlined operations and client satisfaction.
• Flexibility with location: The owner holds the freehold of the current office location and is flexible regarding lease requirements
• Smooth Transition: The owner is committed to assisting the buyer with handing over all client relationships

Services offered include tax preparation, business advisory, tax minimisation, SMSF’s and more, catering to a wide range of client needs.

This busy accounting firm presents a fantastic opportunity for immediate success and further growth or an excellent addition to an existing accounting business.

Contact us for a confidentiality agreement and more details and to schedule a confidential discussion.

Please Quote Reference: CG-8859