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Practices/Fees for Sale or Purchase

Practice for sale

Practice is generating circa $260,000 in fees. The client base consists primarily of business clients however due to referrals, recent Individual tax return growth has been strong. Clients have all been set up with Xero as their accounting software and the Practice operates on XPM and cloud storage to deliver cost-effective services. The Practitioner also provides Financial Planning services and is now looking to transition out of accounting to focus solely on building the Financial Planning practice. The Practitioner is looking to sublet a space in the Accounting Practice to continue providing Financial Planning services and ensure maximum client retention for the purchaser. Negotiable on price, subject to terms above.

Location: Sunshine Coast, QLD

Fees: $260,000

Practice Type: Tax Agent

Services Offered:

  • Business Service/Tax Compliance

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