VIC BOOKKEEPING

Xero-Centric Bookkeeping & BAS Agent Practice for Sale

REFERENCE: S-1012
FY2026 GROSS REVENUE

$1.2M

Across parcel clients

FY2027 FORECAST

$1.2M

CLIENT GROUPS

100

Across creative, design and hospitality sectors

CATEGORY

Bookkeeping / BAS / Accounts & Business Management

LOCATION

Melbourne

OVERVIEW

This is a well established, Xero centric bookkeeping and BAS agent practice built around Melbourne's creative and design community. Founded in 2014, the practice has grown a loyal client base of well known creative businesses across design, hospitality and retail.

The practice operates a lean, highly automated model with a small onshore team supported by an offshore team in the Philippines, and has proven its ability to run independently of the founder. Following a deliberate restructure toward sustainable pricing, the business has returned to consistent profitability.

REASON FOR SALE

The founder has taken the practice as far as they want to on their own and is seeking a transition to an acquirer who can bring additional structure and future proofing to support the next stage of growth. The founder is open to remaining involved as a consultant through the handover period to support continuity, and may also continue on select key projects.

REVENUE MIX
INVESTMENT HIGHLIGHTS

  • Established Client Base: A loyal base of 100 client groups built over 12 years within Melbourne's creative and design industry, a sector known for high client loyalty and referral activity.

  • Proven Resilience and Independence: The practice has demonstrated it can operate effectively without the founder's day to day involvement, having done so successfully during an extended period of founder leave.

  • Automated, Scalable Operating Model: A lean and technology forward workflow combining a small onshore team with an offshore team in the Philippines, with a current focus on embedding AI and automation to improve efficiency.

  • Clear Growth Pathways: Identified opportunities include geographic expansion beyond Melbourne, the introduction of tax services as a natural extension of the existing offering, and expansion into business technology consulting services.

  • Vendor Support Available: The founder is willing to stay on as a consultant to support a smooth transition and maintain continuity for clients and staff.

TRANSACTION OVERVIEW

  • Structure: Sale of practice including client relationships, goodwill and ongoing service arrangements. Terms subject to due diligence and agreement.

  • Transition: Founder available in a consulting capacity post completion to support handover and continuity.

  • Open to Offers: All reasonable offers considered, subject to due diligence and deal terms.

Interested? Let’s talk.

Interested parties must conduct their own due diligence. More details available upon execution of NDA.

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