A seasoned financial services practice is now available for acquisition, offering a compelling mix of recurring bookkeeping engagements and annual tax and consulting work spanning a broad client roster. The practice serves close to 250 active clients in a single year, with a demonstrated track record of strong client retention — attrition is minimal, and natural turnover is consistently offset by incoming referrals and organic growth. The bookkeeping segment operates on a fully remote model, with clients distributed across more than a dozen states.
A significant portion of the recurring bookkeeping revenue flows through an established third-party platform that sources, onboards, and invoices clients on the practice's behalf, remitting payment directly. This arrangement is structured to transfer to an approved buyer who meets the platform's vetting requirements. The overwhelming majority of bookkeeping clients are nonprofit organizations, with a particular concentration in faith-based entities.
Prospective buyers or their staff will benefit from a working familiarity with nonprofit fund accounting principles. The tax preparation side of the practice serves a similarly loyal base of individuals and small business owners. Client relationships here tend to be long-standing, reflecting the value clients place on personalized, knowledge-driven service.
One part-time staff member currently supports day-to-day operations, contributing to an efficient and manageable overhead structure. The current owner is prepared to facilitate a thorough and unhurried transition, working alongside a buyer on a client-by-client basis through late 2027. This extended handoff is designed to protect service continuity, meet all filing and reporting deadlines, and ensure that client relationships transfer with confidence and minimal disruption.
This practice is fully relocatable and can be operated from virtually any location, making it an attractive option for an experienced accountant or bookkeeper looking to acquire an established book of business rather than build one from scratch. With strong margins, a stable recurring revenue base, and a structured transition plan already in place, this opportunity is well-suited for a qualified buyer ready to step into a practice with real staying power.