Profitable Tax & Bookkeeping Firm $171K Revenue | Low Overhead | Grow
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Turnkey tax and bookkeeping business with a growing client base, strong cash flow, and extremely low operating costs. Established in 2023, this company has already generated impressive traction with over $171,000 in gross revenue and approximately $93,000 Seller’s Discretionary Earnings (SDE) in 2025. Perfect opportunity for an owner-operator, CPA, tax professional, or entrepreneur looking to enter a recession-resistant industry with systems already in place.
This business benefits from recurring tax clients, bookkeeping accounts, established operational systems, and a fully equipped office setup including server infrastructure, CRM systems, electronic signature pads, and professional equipment. The current owners have built a scalable operation with room to expand services such as business formation, payroll, immigration support, credit repair, and additional bookkeeping contracts. Very affordable occupancy cost creates excellent profit margins and makes this opportunity highly attractive for a buyer seeking immediate cash flow.
For more information, call 757-292-9930.
This business benefits from recurring tax clients, bookkeeping accounts, established operational systems, and a fully equipped office setup including server infrastructure, CRM systems, electronic signature pads, and professional equipment. The current owners have built a scalable operation with room to expand services such as business formation, payroll, immigration support, credit repair, and additional bookkeeping contracts. Very affordable occupancy cost creates excellent profit margins and makes this opportunity highly attractive for a buyer seeking immediate cash flow.
For more information, call 757-292-9930.
About the Business
- Years in Operation
- 3
- Employees
- 3 (1 Full-time, 1 Part-time, 1 Contractor)
- Currently Relocatable
- Yes
- Facilities & Assets
- This fully operational office is equipped with the infrastructure and technology needed to continue operating seamlessly from day one. The business includes professional office furniture, secure server systems, tax preparation equipment, and operational technology already integrated into the workflow, creating a true turnkey opportunity for the next owner.
- Market Outlook / Competition
- The tax preparation and bookkeeping industry continues to experience strong and consistent demand, especially within growing small business and Hispanic communities throughout Central Florida. As tax laws become more complex and more individuals seek professional financial guidance, clients increasingly prefer trusted service providers who offer personalized attention and year-round support. This creates recurring revenue opportunities and long-term customer retention for established firms.
The market remains highly fragmented, leaving substantial room for growth through referrals, digital marketing, strategic partnerships, and community presence. With the increasing number of self-employed individuals, small businesses, and immigrant entrepreneurs in Florida, the long-term outlook for this industry remains exceptionally strong. - Opportunities for Growth
- This business is perfectly positioned for aggressive growth with minimal additional overhead. The foundation has already been built — recurring clients, established systems, strong community presence, and operational infrastructure are all in place. A motivated buyer can immediately scale revenue by expanding bookkeeping, payroll, business formation, and financial services to an already active client base. The business also has significant upside through digital marketing, referral partnerships, and expansion within the rapidly growing Hispanic market in Central Florida. With low operating costs and increasing demand for tax and accounting services, this opportunity offers the rare combination of immediate cash flow and long-term scalability.
Real Estate
- Owned or Leased
- Leased
- Rent
- $850.00 per month
About the Sale
- Seller Motivation
- Owners planning possible relocation outside the country
- Transition Support
- -Owners willing to provide training and transition support
-Estimated training period: 2 to 4 weeks
-CRM systems and operational procedures already established
Listing Info
- ID
- 2510229
- Listing Views
Listing ID: 2510229 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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