Xero-Based Accounting & Advisory Books

Looking to add accounting, bookkeeping, and advisory clients to your existing operation? Here’s a bolt-on opportunity with strong recurring revenue and loyal long-term relationships.

Established under its current brand in late 2023, the practice has operated under a previous brand for around 10 years, meaning the client base is well-established and long-standing. It generates over $80,000 in accounting, bookkeeping, and advisory income, servicing small businesses across Auckland and beyond. The business combines compliance work with hands-on advisory support, helping maintain strong client engagement and retention. Built purely through word-of-mouth and the owner’s reputation, it offers clear upside for a buyer who introduces marketing and lead generation.

Key Highlights:

• Boutique accounting and advisory practice based in Auckland
• Over $80,000 in annual fees (“books”)
• Recurring revenue from loyal, growth-focused clients
• Two high-value clients each spending $10k+ per annum
• Personalised service model combining compliance and advisory
• Operates digitally via Xero (not location-dependent)
• No marketing to date.

Currently owner-operated with no staff, this is an ideal bolt-on for an accounting firm, bookkeeping practice, or business advisory firm. The current owner is willing to provide a proper handover to ensure a smooth transition of client relationships.

Serdar Kabul, +64 21 188 6144, [email protected] 

***Some details of the business for sale are confidential and can only be disclosed upon contacting the broker and a completion of a Confidentiality Agreement. Due to the confidentiality of this business a stock photo image may be used to represent the business.