Accounting & Tax Practice

About the business

An established accounting and tax advisory practice based in central Lisbon, serving a diversified base of small and mid-sized businesses across retail, hospitality, and professional services. The firm handles bookkeeping, corporate tax filing, payroll processing, and IVA compliance for roughly 140 active clients, most on recurring monthly or annual retainers. A team of six, including four qualified accountants (contabilistas certificados), delivers the work under the founder's supervision. Client relationships average over eight years in tenure, and referrals from existing clients and two partner law firms account for the majority of new business. The founder is looking to step back from day-to-day management while remaining available for a structured handover.

Highlights

• 140 active clients on recurring monthly and annual retainers, highly predictable revenue
• Team of six, including four certified accountants, capable of running independently of the founder
• Average client tenure of 8+ years, low churn and strong retention
• Established referral relationships with two Lisbon law firms
• Founder available for a structured transition to introduce clients and staff

Full financials