For owners of bookkeeping and tax practices
Retiring? Hand your clients to someone who’ll answer the phone the way you did.
You spent twenty or thirty years earning your clients’ trust. The hard part of stepping back isn’t the paperwork; it’s knowing they’ll be looked after. Start with a private, twenty‑minute conversation with Bruce Gordon. Founder to founder, no obligation.
Or email Bruce directly at bruce@profitsolutions.com. Only he reads it.
A private conversation
- You talk to Bruce, and only Bruce
- Nothing is said to your staff, your clients or anyone else
- A confidentiality agreement before any details change hands
- No obligation of any kind, now or later
If Bruce is with a client when you call, you hear back the same business day.
A note from Bruce
If you’ve spent twenty or thirty years building a bookkeeping, accounting or tax practice, you already know the hardest part of retiring isn’t the paperwork. It’s the question of what happens to your clients.
These are people who trusted you with their books, their payroll, their tax returns, and in a lot of cases their family businesses. You don’t want to hand them to a call center. You want to hand them to someone who will answer the phone the way you did.
I’m Bruce Gordon. Over a 38-year career I’ve founded and grown businesses from a standing start, more than one of them past 500 employees, so I know what it takes to build something, and what it means to hand it over. Profit Solutions is a Florida bookkeeping, accounting and tax firm, and we grow by taking over practices from owners who are ready to step back, and by doing right by the clients they leave in our care.
If you’re one, three or five years from retirement, it’s worth a conversation now. The owners who get the best outcomes are the ones who start talking before they have to.
Respectfully,Bruce GordonFounder, Profit Solutions
How we work with you
Three promises, from the first call to the day your clients hear the news.
We keep it quiet
Nobody hears about our conversations. Not your staff, not your clients, not your competitors. It stays confidential until the day you decide to make an announcement, if you decide to at all.
We keep it simple
No drawn-out process. We look at your real numbers together, agree on fair terms and put them in writing. Then you introduce us to your clients personally, so nobody feels handed off to a stranger.
We keep your clients
Our whole approach is built around retention. Your clients keep getting their books done on time, their calls returned and their taxes filed, by a Florida firm with a real person on the other end of the line.
What happens, step by step
A private conversation
Twenty minutes with Bruce about where you are and what you want for your clients. Nothing to prepare.
The real numbers, under an NDA
If it makes sense to go further, we sign a confidentiality agreement, then look at your client list and a year of billing together.
Fair terms, then a careful hand-off
Terms in writing, then a transition on a schedule we agree, with your clients hearing it from you first.
What your clients get
Everything they had with you: books done every month, returns filed on time, and a phone that gets answered.
And something more. Every client on monthly service gets a quarterly Owner’s Review, a sit-down on what their numbers say: what’s making money, what isn’t, and what to do next. Your clients don’t just keep their bookkeeper. They gain an operator in their corner.
The practices we’re looking for
A good fit
- Bookkeeping, accounting and tax practices with steady, recurring clients.
- Florida first, and the Southeast.
- Owners who care what happens to their clients after they step back.
What matters less than you think
- Size. A small book with loyal clients is worth a conversation.
- Timing. One year out or five, it’s not too early to talk.
- How tidy your systems are. We can work with what you have.
Common questions
- Will anyone find out we talked?
- No. Every conversation is confidential from the first call, and we sign a confidentiality agreement before any detailed information changes hands. Nothing is announced to anyone until you decide it is.
- What happens to my clients?
- They keep getting served: books done monthly, taxes filed on time, calls returned. The transition is done with a joint announcement and personal introductions, on a schedule we agree together, so your clients hear it from you first.
- I’m not retiring for a few years. Is it too early to talk?
- It’s the best time to talk. Owners who start early get to do it on their own schedule instead of under pressure, and they have time to plan the transition properly.
- How do you decide what a practice is worth?
- From your real numbers, looked at together: your client list and a year of billing, and how steady those clients are. No rules of thumb and no games on price.
- Do I have to stay on after the sale?
- For a transition period, yes, so you can introduce us to your clients personally. How long and how involved, we agree together and put in writing.
- What kind of practices are you looking for?
- Bookkeeping, accounting and tax practices with steady, recurring clients, in Florida and the Southeast. Size matters less than the quality of the client relationships.