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4 Monthly Accounting Clients For Sale By Owner: 2 Law Firms, 1 Printing, 1 Resale/Wholesale

Practices For Sale (Clients for Sale)

Date Posted

October 15, 2025

For Sale By Owner: 4 Stable Monthly Bookkeeping Clients Florida CPA firm offloading 4 time-intensive monthly bookkeeping clients (non-tax services only). Ideal for solo practitioner or small firm seeking immediate recurring revenue with minimal onboarding.

Total Annual Recurring Fees: $39,900

Client Breakdown:

• 2 Established Law Firms - Premium monthly bookkeeping + annual tax return preparation optional. Predictable billing cycles, QuickBooks Online, 12+ months each • 1 Printing/Postage Shop - Steady monthly volume, high transaction count, QuickBooks Online • 1 Wholesale/Retailer - Consistent inventory tracking needs, QuickBooks  Online

Why Selling: The work is relatively simple but disproportionately time-consuming for our small firm, which is focused primarily on tax compliance and consulting. Files are clean and well-maintained, with no outstanding issues.

Details: • All QuickBooks Online based • 100% recurring monthly revenue • Tax Returns: Only for 2 law firms (easy seasonal add-on) • Average 8-12 hours/client/month • Florida-based, local transition preferred • No attest work included

Terms: • Valuation: $40,000 - $45,000 (1-1.1x annual fees) • Payment: 100% upfront preferred OR 50% upfront + 12-month earnout (50% of retained fees)

• Transition: 30 days max - Seller provides full file handover + 2 joint intro calls • Simple agreement

Perfect For: Growing solo CPA, small firm, or bookkeeper wanting instant cash flow without client development.

Next Steps: Email Jonathan George for anonymized client summary + valuation worksheet. Serious Florida buyers only. NDA required for full details. Quick close available - cash in 30 days.

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