#5593 - Kauai - HAWAII

Hawaii-Based Firm Takeover (Anonymous Listing Draft) Listing Title: High-Margin, Turnkey Hawaii Bookkeeping & Tax Practice – Local Office Presence with Offshore Back-Office Scale Asking Price: $285,000 (Open to negotiation for all-cash terms) Location: Kauai, Hawaii Annual Revenue: Grossed $285,000 last year; current recurring run rate sits at $168,000–$192,000 annualized. Practice Overview: Fiercely loyal, high-retention small business client base located entirely within the insulated Hawaii market. This firm is uniquely positioned to offer a local, high-touch presence while running on highly automated, modern cloud systems. This is a perfect acquisition target for an established Hawaii-based firm looking to instantly absorb a premium book of local clients with zero local CPA competition, or a practice looking to expand its regional footprint with an immediate physical office operations center. Key Practice Features: • Insulated Local Continuity: The practice operates out of a physical commercial office space in Kauai. The firm's experienced administrative manager is fully prepared to stay on post-sale to run the physical office, ensuring your clients retain the exact same local feel and face-to-face relationship continuity they expect. • Turnkey Cloud Infrastructure: The entire practice operates digitally using a standardized, modern software stack including TaxDome, ClickUp, and QuickBooks Online. • Scalable Offshore Back-Office: Day-to-day transaction processing, basic data entry, and routine workflow task maintenance are managed cleanly by a trained, remote back-office team located in Pune, India. • Committed Transition Support: To completely eliminate buyer transition risk and ensure total client retention, the selling owner is offering a comprehensive 90-day structured transition phase to personally introduce relationships and anchor the operational handoff.