Established Bookkeeping Practice - Reckon Specialist

Description

Business type: bookkeeping and accounting services

Location: Perth, Western Australia

Trading history: more than 20 years

Active clients: approximately 120

Business overview

Established bookkeeping practice with a long operating history.

Revenue model: recurring

Client concentration: low

Referral-based growth: established

Clients

Active clients: approximately 120

Client acquisition: primarily referrals

Formal marketing: not required

Client relationships: established

Software and market position

Reckon accreditation: in place

Clients using Reckon products: approximately 85%

Regional competition in this niche: limited

Team

Employees: six

Subcontractors: two

Long-term staff: several with more than 10 years tenure

Experienced team: in place

Operations

Systems: documented

Workflows: efficient

Recurring income: stable

Operating structure: established

Sale reason

Owner: retiring

Transition

Initial handover: minimum six months

Owner involvement during handover: substantially full time

Additional support: up to 12 months available

Buyer profile

BAS agent registration: current registration preferred

Reckon client servicing: continuation required

Opportunity

Established bookkeeping practice.

Recurring client revenue.

Experienced team in place.

Long transition support available.