Remote Bookkeeping Gem, Loyal Clients, Scalable

Remote bookkeeping business established in 2018, this business is a streamlined bookkeeping business with loyal staff and a curated client base, offering a unique opportunity for acquisition. The owner has built long-term relationships with clients in real estate, member clubs and small business owners, ensuring strong retention and predictable revenue.

*Fully Remote Operation: Work from anywhere with minimal overhead, with optional in-person client visits.

*Owner Support: Owner will provide a reasonable handover period with ongoing consulting and assistance during busy periods to ensure client retention.

*Trained Staff: Part-time staff committed to continuing, maintaining high service standards.

*Strong Client Retention: Loyal clients with annual contracts and consistent on-time payments.

*Comprehensive Services: All clients use Xero accounting software, with services including BAS and IAS lodgements, tax support, payroll processing, financial reporting and analysis, account reconciliation (including trusts), data entry, receipt tracking and consulting.

Revenue in FY 2024-25 is reduced due to the owner planning for retirement and selectively retaining only the best clients. This business is ideal for a BAS agent looking to scale a flexible, established operation or integrate into an existing bookkeeping service. Significant earning potential exists for a new owner skilled in management reporting and financial analysis. The current owner is constantly knocking back a lot of work and all new referrals will be referred to the new owner.Pl

Please contact David Lean for further details.

Ref:   GC01031