About the Business

Ready for new ownership is a bookkeeping business based in Frankston South, primarily serving small and medium-sized enterprises in trades and professional services. It offers services such as financial record-keeping, invoicing, payroll and BAS preparation. The business uses Xero and Dext for AI-driven invoice processing, ensuring accuracy and efficiency. With an estimated annual turnover of $315,000 (excluding GST), the business enjoys stable revenue from long-term clients, many of which are based in Frankston South, Bayside and the Mornington Peninsula.

The business is owner-operated with a small remote team, collaborating through Microsoft Teams for efficient task management. The owner works full-time, supported by one full-time remote employee, a part-time team member and an administrative assistant. The business operates from a home office with cloud-based systems, removing the need for a physical office. While the sale excludes physical equipment, the established client base and operational structure offer significant value. Future growth opportunities include expanding services to apprentices, improving digital marketing and targeting new markets such as NDIS providers.

The owner plans to retire but will provide support during the transition.

*** Please note: We have used stock photos to protect the confidentiality and goodwill of the business. The pictures are indicative only.