FOR SALE: Bookkeeping Fee Parcel Circa $240,000 – Ref: CG-0626

Location: Nortrhern Rivers, NSW
Industry: Bookkeeping, Business Advisory

Well Established | Quality Client Base | Systemised | Strong Growth Potential | Great Reputation | Staff & Brand Assets Included

Opportunity at a glance

An established bookkeeping fee parcel with approximately $240,000 in annual fees is available for acquisition.

This opportunity provides the purchaser with a recurring bookkeeping client portfolio together with the key assets required to support a smooth transition. The sale includes the business name, relevant branding, bookkeeping website/domain assets, established systems and processes, and flexible staff who are expected to form part of the transition.

An established platform for growth

The practice delivers efficient, accurate and compliant bookkeeping support to business clients through a flexible, cloud-enabled service model. It is Xero-focused and offers a range of ongoing bookkeeping services, including accounts processing, bank reconciliations, payroll, superannuation support, BAS preparation and lodgement support, monthly and quarterly reporting, financial analysis and cloud-workflow assistance.

The client service model is designed around tailored bookkeeping packages and can be delivered virtually or face-to-face where appropriate. The business has an established Australian-based service proposition and practical operational processes that support client continuity.

Who this acquisition may suit

This is an attractive opportunity for:

• An existing bookkeeping practice seeking to add established recurring fees
• A BAS agent or accounting firm expanding its client portfolio and bookkeeping capability
• A buyer seeking an established Xero-focused client base and operating team
• An owner-operator looking for a transition-ready bookkeeping platform with recognisable brand and website assets

The purchaser will have the opportunity to acquire more than a fee list: the transaction includes the service capability, client-facing identity and staff support needed to preserve continuity and support retention following completion.

Further information, including client and supporting financial details, will be made available to qualified buyers following completion of our confidentiality agreement.

Act Now!

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-0626.

Business Features

Bookkeeping Business – Gold Coast QLD – CG8841

Asking Price: SOLD

This is a great opportunity to take on an existing bookkeeping business with a manageable level of customers generating consistent profitable income on the Gold Coast.

The existing owner is transitioning into retirement and is looking to pass on his client base which consists of 22 clients generating approximately $65,000 in adjusted net profits.

The client mix is comprised of businesses which are engaged on monthly and quarterly packages  ensuring a smooth, predictable cash flow. The fees are made up of BAS/IAS preparation and lodgement, payroll, STP, Super Guarantee lodgement, software set up and support (MYOB and XERO), coding and reconciling, preparation for end of year processing and liaison with accountants.

Key aspects of this business include:

• Would suit an existing Bookkeeping business or BAS agent or even an Accounting business looking to build fees
• Well established since 1990 with an excellent reputation
• Loyal client base of diverse customers including retail, professional services, trades, property, and management rights
• Engagement letters in place with all clients on regular quarterly and monthly payments
• Operating Monday to Friday with approximately 20-25 hours per week currently
• Minimal expenses and highly relocatable with most clients served remotely
• An office is not required
• Owner holds the freehold of the current office
• Owner happy to assist with transition and hand over of clients
• Excellent potential to expand through expanding services and leveraging existing relationships with known accountants

To receive a detailed Business Profile or find out more information please contact us and we will arrange a Confidentiality Agreement to be sent to you.

* Images used for illustration purposes only