About the Business

Business ID: XB164109

FY2025 Revenue $107,000 by Sole Practitioner.


This Niche Accounting Practice with a long trading history is offering its portfolio of clients for sale. The practice is owned and operated by a sole practitioner (CPA), who has made the decision to sell this portfolio of clients due to retirement.

This unique business specialises in conducting annual Real Estate Trust Account Audits plus audits of financial statements for a select few Owners Corps and conveyancers.

Business Highlights:

· Focus on conducting annual Audits on Real Estate Agents’ Trust Accounts

· FY2024/5 Gross Fees $107,000(excl GST)

· Total of 95 clients.

· Clients are serviced over 80% remotely and 20% onsite.

· Majority of the workload is from July to September.

· Established relationships with a network of real estate agents.

Transition and ongoing support to the purchaser will focus on ensuring long-term success.

With its established track record and relationships, this business offers a rare opportunity to tap into a niche market that offers unique benefits and long-term growth potential.

The portfolio of high-quality clients will be suitable for a qualified accounting professional, with a background and experience to service the unique needs of conducting annual Real Estate Trust Audits or, a newly qualified accountant looking to start their own practice. The vendor will be available to guide the purchaser throughout the whole of the transition stage. Where required, the vendor is willing to work side-by-side with the purchaser during the first year of audits.

Asking Price: $95,000