Price: $500,000
Location: Wake County
Industry: Accounting and Tax Practices
Listing ID: 16971440-NI
Listing Status: Under Contract
This established bookkeeping and accounting services firm has been serving small business clients across the Triangle for more than two decades. Known for its accuracy, reliability, and long-term client relationships, the company operates with a stable team, recurring revenue, and a proven reputation built entirely on referrals — with no paid advertising.
A new owner will acquire a highly organized operation with efficient systems, loyal clients, and strong potential for growth through staff expansion, digital marketing, and added service offerings.
Down Payment: N/A
Total Sales: $450,441
Cash Flow: $215,352
EBIT: N/A
EBITDA: N/A
Accounts Receivable: N/A
FFE: N/A
FFE Included: Yes
Inventory: N/A
Year Established: 2000
Lender Pre-Qualified: Yes
Non-Owner Payroll: N/A
Employees: 6
Real Estate: N/A
Real Estate Included: No
Monthly Rent: $2,540
Type of Location: Office Strip
Square Footage: 2500
Franchise: No
Relocatable: Yes
Facilities Information: The business operates from a professional leased office in Wake County with strong visibility and convenient client access. The space includes dedicated workstations, a client meeting area, and room for 2–3 additional employees. Assets include all office furniture, computers, and bookkeeping software needed for daily operations. The office is fully equipped, efficient, and turnkey for continued growth under new ownership.
Reason For Sale: Retirement
Training & Support: he owner is committed to a smooth transition and will provide comprehensive training to ensure continuity of client relationships and operations. Support includes introductions to key clients, staff handoff, and workflow guidance. Additional consulting or extended transition assistance may be negotiated to suit buyer needs.
Competition: The firm serves a diverse base of small business clients across multiple industries throughout the Wake County area, with additional remote clients nationwide. Demand for reliable bookkeeping remains strong as businesses outsource financial management to trusted professionals. Competition exists from CPA firms and independent bookkeepers; however, this firm’s long-term reputation, referral-based model, and personalized service provide a clear competitive pricing, advantage and strong client retention.
Potential Growth: Significant growth potential exists through staff expansion, marketing, and service diversification. The current office can accommodate 2–3 more bookkeepers, immediately increasing revenue capacity. Additional opportunities include launching QuickBooks training workshops, expanding into underserved markets across the Triangle, offering fraud-prevention and consulting services, and building affiliate partnerships with payroll and financial software providers. Strong digital visibility supports scalable growth under new ownership.
Financing/Terms: This business has been Pre-Approved for an SBA loan.
