A good home for the practice you built
If you've started thinking about retirement, succession, or what happens to your clients and staff after you, we'd like to talk. Harbor Books & Tax is a bookkeeping, accounting and tax firm based in Seattle, and every conversation with us is confidential.
Tax and accounting practices
The work
Individual, business, and trust returns, with bookkeeping and payroll welcome alongside them. We're not the right buyer for a practice led by audit and attest work.
Where
Anywhere in the US. We're based in Seattle, and we're on site regularly through the transition. After closing, clients are served from the practice's own office where it has one, and remotely where the practice already works that way.
Keep what makes the practice work, then improve carefully
We'd be buying your practice to run it ourselves for the long term, not to flip it, and there's no third party behind the purchase.
We want a real transition, not a quick exit. We'd ask you to stay through at least the first filing season after closing, paid at market rates for the hours you work, and to introduce your key clients one by one and introduce us to your referral sources.
The people behind Harbor Books & Tax
A licensed CPA leads review and sign-off.
Manoj Pinna
Managing Member
Manoj spent twenty-plus years in financial services and fintech, at Capital One, on the founding team at Nubank, and at ZestFinance. He then founded Pebble Health, a benefits company for small businesses built on their QuickBooks and payroll.
Jeremy Qualls, CPA, EA
Tax Practice Lead
Florida CPA License No. AC63703
Jeremy has more than four years in public accounting, most recently as a tax and client accounting manager. He prepares and reviews individual, partnership, S corp, C corp, and trust returns, and has helped integrate an acquired practice into a larger firm. At Harbor Books he reviews and signs the returns we prepare. Before accounting, he served in the U.S. Marine Corps as an infantry squad leader.
Vinay Reddy
Member
Vinay runs the firm with Manoj; the two built Pebble Health together before Harbor Books. He knows QuickBooks ledgers from the inside and has built tools that automate recurring entries, so our accountants spend their time on judgment, not data entry. He has passed the IRS Enrolled Agent exams, and his license is pending.
From a first call to a close
An NDA, then the numbers
We sign one NDA before anything confidential is shared: your broker's, the day it arrives, or yours if you're selling on your own. Then we read the practice's profile and financials, respectfully and on your schedule.
A first conversation
A video call at your convenience, as soon as you're willing, and nothing about it obligates you to anything. We meet in person once there's interest on both sides.
A written proposal within days
Once we've talked and have your financials, a written proposal follows within days. Our offers are straightforward.
A close on your timeline
We move as quickly as you'd like, and we time the close around the filing season so no client is handed over mid-season.
Nobody hears about this from us
Exploring a sale is sensitive, and we treat it that way. We sign an NDA before you share anything, and the fact that we're talking at all is covered by it. We never contact your staff or your clients unless and until you ask us to.
Working with a broker? We're glad to work through them
- We sign your NDA the day it arrives.
- You'll hear back within one business day.
- Proof of funds on request.
- One named contact: Manoj Pinna, at manoj@harborbooks.tax.
Talk to Manoj
Practice owners and brokers reach Manoj Pinna, our Managing Member, directly. He replies within one business day, and "just curious what my practice might be worth" is a perfectly good opening line.
Or write to Manoj here
Forms not your thing? manoj@harborbooks.tax