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: 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