Founded in the early 1980s and owner-operated since July 1997, this well-established north-Brisbane accounting practice provides comprehensive business, tax and accounting services to a diverse portfolio of small-business clients while also maintaining a steady stream of I-return clients seeking efficient, year-round lodgement support. The practice generated $1.27m in professional fees in FY25 and benefits from a strong local reputation and longstanding client relationships across the northern suburbs.

The firm operates with a compact, experienced core team supported by trusted external providers, delivering end-to-end compliance, bookkeeping, management reporting, and ad hoc advisory. Cloud-enabled workflows and documented processes ensure timely delivery and straightforward onboarding, while the generalist model reduces sector concentration risk yet preserves meaningful​ expertise in construction and QBCC requirements.

Multiple clear avenues for growth require minimal capital investment. Establishing a packaged bookkeeping product would convert one-off work into predictable monthly revenue; scaling advisory and CFO services can lift average fees per client; and introducing allied services such as financial planning, SMSF administration and strategic referral partnerships would broaden the revenue mix.

Formalising client segmentation and pricing will further enhance margin capture.

Overall, the business offers a reliable, cash-generative platform with controlled overheads, repeatable processes and tangible growth levers, an attractive acquisition for buyers seeking an established north-Brisbane presence and immediate opportunities to drive revenue and margin uplift.