Accounting Dallas, TX 3 employees

Boutique Bookkeeping Practice Strong Client Retention

Boutique bookkeeping firm serving Dallas area businesses

About This Business

Boutique bookkeeping firm serving 55 active client accounts in Dallas. Average annual retainer $2,400 per client. Operating on QuickBooks Online and Gusto payroll. Home-based with low overhead and high margins. 87% annual client retention.

Key Highlights

55 active client accounts

87% client retention rate

Cloud-based operations

Upsell potential in payroll and tax

Financial Overview

Annual Revenue	$204k
EBITDA	$71k
Revenue Growth (YoY)	3.0%
Year Founded	2019
Employees	3

Reason for Selling

Owner pursuing other business interests

Documents Available in Data Room

Tax Returns

Marketing Materials

Financial Statements

Operational Documents