Presenting a tuck-in acquisition opportunity involving a well-established bookkeeping and taxation practice based in Brisbane.

The practice generates approximately $400K in annual fees, with revenue being predominantly bookkeeping-based, with tax services attached to the existing bookkeeping client relationships.

Snapshot
• ~$400K annual fee base
• Predominantly recurring bookkeeping revenue
• Tax compliance and preparation services embedded within bookkeeping clients
• Diversified SME client base across NDIS, healthcare, importation, land development, events, and automotive sectors
• Experienced team of 5 staff (bookkeepers and junior support)
• Established systems including MYOB and Xero
• Owner transitioning toward part-retirement due to family health considerations and revised succession planning, as the intended family succession is no longer proceeding.

Investment Highlights
• Strong tuck-in fit for an accounting or bookkeeping firm seeking immediate scale
• Embedded tax services provide natural cross-sell expansion within existing clients
• Scalable platform with recurring revenue base
• Opportunity to expand advisory, SMSF, and higher-value service offerings
• Operational efficiencies available through consolidation into an existing practice

If you would like further information, we can provide a detailed Information Memorandum and arrange a confidential discussion. Please contact us on 07 32295126/0410778964 for a confidential chat.