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Recurring Revenue Bookkeeping & Payroll Firm – Strategic Client Base

Location

Dallas Texas

Date

May 2025

Role

M&A Advisor

Project type

Business for sale

Asking Price

$310,000

Cash Flow

$74,286

Gross Revenue

$155,954

Bookkeeping Payroll Ideal Bolt On Acquisition Recurring Revenue

This is a rare opportunity to acquire a recurring revenue bookkeeping and payroll services firm with a long-standing client base and trained staff in place. The business is built on strong, renewable client relationships and offers consistent monthly and quarterly billing.

The seller is preparing for retirement and seeking a strategic buyer who can absorb the book of business into an existing operation or grow it further through value-added services. All clients are on service contracts, and the churn rate is low. Team members are trained and expected to stay post-acquisition, providing operational continuity and scalability.

This acquisition is ideal for:
- Existing bookkeeping or CPA firms seeking client expansion
- Strategic buyers looking for a bolt-on opportunity with immediate revenue
- Firms interested in building out their service offerings with a loyal base of small business clients

Highlights:
- 30+ recurring clients on annual contracts
- $155K in trailing twelve-month revenue
- Low annual churn (~10%)
- Opportunity to cross-sell CFO or tax advisory services

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