This established financial services business has been supporting individuals and businesses for nearly two decades. Known for its professionalism and reliability, the firm provides accurate and timely solutions that clients depend on year after year.
Revenue is generated through a diverse mix of offerings, including bookkeeping, payroll, tax preparation, financial reporting, and advisory services. These recurring streams ensure consistent engagement with clients well beyond tax season, creating stability and long-term value.
With strong systems in place and a loyal client base, the business is positioned for continued growth. Opportunities exist to expand marketing efforts, introduce new services, and enhance technology investment. The current owner is preparing for retirement and will provide training and support to ensure a smooth transition.
The offering price for this business opportunity is $395,000. Annual revenue is $290,000, and cash flow is $185,000.
Contact O’Connor Business Brokers today to learn more about this business and how it could balance your portfolio.
