Tax & Bookkeeping Client Package for Sale

We own a firm providing tax, accounting, and CFO services to business owners. As the firm has grown, we’ve shifted toward a premium, full-service retainer model focused on deeper advisory relationships. We’re now looking to sell a portion of our client base that no longer fits this direction. The package includes: - Business tax clients - Bookkeeping accounts - Hourly/ad hoc work See attached breakdown for more details. All clients are cloud-based, professionally managed, and reliable - they simply fall outside the firm’s evolving service model. We also receive regular inbound inquiries from businesses below our engagement threshold and are happy to refer them to a quality firm. On the flip side, if you come across business owners needing CFO support or financial planning, we’re open to collaboration. DM if interested in learning more. Thanks! Brandon