Key Highlights:
• Fee Base: Approximately $800K in annual recurring fees
• Client Concentration: The average fee from the top 10 clients is approximately $35K
• Service Offering: Comprehensive range of services including Business Services & Tax, SMSF, Bookkeeping, and Virtual CFO
• Client Profile: Predominantly SME business clients, with individual clients typically linked to these business groups
• Cloud-Based Operations: Xero, BGL 360, FYI Docs, Now Infinity, and Lightyear Docs
• Skilled Team: Supported by a small, capable team of accountants and an administrator. Client relationships are primarily managed by staff, ensuring continuity and a smooth transition for the incoming owner
• Premises: 140 sqm of office space available for lease if desired, though not essential to continue operations
This is a standout opportunity for a motivated acquirer—whether a growing practice looking to expand its footprint, or an independent professional seeking a strong entry point into the market. With its efficient cloud-based infrastructure and loyal staff, the firm is well-positioned for scalable growth.