Revenue
$500k-1M
0-10%
Florida, United States
Revenue
$500k-1M
0-10%
Services
Tax Return
0%
Tax Advisory
0%
Bookkeeping
97%
Audit
0%
Financial Consulting
3%
Tax Return Split in Revenue
Bookkeeping Software
100% cloud based
Fee Structure
Mix of fixed fee and hourly
Recurring Billing
60-80%
Age of Firm
10-15 years old
What is the state of your firm, technology wise today?
Progressive
We use all cloud technology and our team is equipped to work remotely
"I’ve spent nearly 20 years building a successful accounting career and a thriving remote firm that reflects my values of efficiency, innovation, and people-first leadership. I’m proud of what I’ve achieved and confident that the systems, culture, and team I’ve built will continue to thrive under new ownership. I’m ready to begin the next chapter of my life, focused on creativity and new challenges."
Seller Intent
Actively looking to sell now
What is your #1 reason for selling?
After nearly two decades in accounting, I’ve realized that my true passion now lies in the creative space. I’ve built Accounting Wise to run smoothly and independently, and I feel it’s the right time to pass it on to someone who will take it to its next stage of growth while I explore new ventures that inspire me creatively and personally.
What is most important to you when selling?
Maximum dollar value
How do you envision your life, post sale?
After the sale, I envision dedicating my time to creative pursuits, photography, travel, and outdoor projects that allow me to connect more deeply with people and the world around me. I’m looking forward to a new chapter centered on creativity, exploration, and personal connection.