Listing Number: BBF-8018-00071
Price: $149,999
Down: $149,999
Location: Pinellas County, Florida
Category: Accounting
SIC Code: 8721
Sales: $119,057
Discretionary Earnings: $82,803
May Qualify for Visa: Yes

Business Description

Profitable, Portable Accounting & Tax Practice

This confidential opportunity offers an established and profitable tax preparation and accounting practice serving individuals and small businesses in Pinellas County, Florida. The business provides both in-person and virtual services, offering flexibility and scalability for a new owner.

The practice delivers a full suite of services, including:

• Tax preparation and planning

• Accounting and bookkeeping

• Consulting and entity formation support

With over two decades of experience, the firm has built a loyal, long-term client base with strong retention and recurring revenue.

A key advantage is its high portability: the operation can be fully remote or hybrid, making it ideal for an owner-operator, an existing accounting firm seeking to grow through acquisition, or an investor looking to integrate a book of business into a larger platform.

Key Highlights

• Established, profitable accounting and bookkeeping practice

• Full suite of services: tax prep, planning, accounting, consulting, entity formation

• Over 20 years of client relationships with high retention

• Business is portable and can operate remotely or hybrid

• Minimal staff and low overhead

• Clients primarily acquired through word-of-mouth referrals

• Owner willing to stay post-sale for smooth transition

• Significant upside through digital marketing, cross-selling, and advisory services

Assets Included

• Accounts Receivable: $0 (Included)

• Inventory: $0 (Included)

• Furniture, Fixtures & Equipment (F F & E): $0 (Included)

• Leasehold Improvements: $0 (Included)

• Real Estate: $0

Relocatable: Yes
Home Based: No
Franchise: No
Lender Pre-Qualified: No

Ideal Buyer

• Owner-operator looking for a portable, service-based business

• Existing accounting or tax firm seeking growth through acquisition

• Investor interested in scalable recurring revenue

• Buyer seeking a stable business with low overhead and strong client loyalty