For tax practices

More time for advisory — or a well-earned retirement.

Want to focus more on advisory, or wind down? We're your reliable partner, so you can concentrate on what truly matters to you.

Attractive terms
Takeover even amid staffing shortages
Guided, step-by-step transition

100% confidential · non-binding · supported by experienced licensed professionals

Three ways to work together

We take over — exactly how it fits you.

Whether targeted relief or full succession: you set the scope, we ensure a smooth transition.

We take on
Ongoing bookkeeping

We take over the ongoing financial bookkeeping of your mandates — on time, clean and transparent.

We take on
Payroll

We take over the complete payroll for your clients.

We take on
Client base

We take over your client base — fully or partially, at your own pace.

The value

A win for your practice — and your clients.

For you & your practice

Hand off the day-to-day of bookkeeping & payroll, keep advisory
Step-by-step succession — perfectly prepared, hand over fully later
Relief even amid staffing shortages, without any loss of quality
Fair, attractive compensation for your life's work

For your clients

Seamless transition without any interruption in service
Modern, digital processes and real-time accounting
Dedicated contacts — personal and reliable
Long-term security instead of an open succession question

Smooth, guided transition. we handle everything and guide practice owners and clients safely through the entire process.

How we work together

Four steps. From getting to know each other to a successful partnership.

1

Intro call

We get to know you, your practice and your goals — discreetly and without obligation.

Understand your situation & wishes
Outline possible scenarios
Answer all your questions openly
2

Offer & agreement

You receive a transparent, attractive offer — clearly defined and fair.

Attractive terms
Clearly defined transition phases
Legally sound agreement
3

Onboarding your clients

We take over the onboarding of your clients — guided, personal and without interruption.

Clients personally taken care of
Data & systems migrated
We handle everything
4

Freedom for what matters

Well prepared, you gain freedom — for more advisory, more time, or retirement.

Day-to-day operations handed off
Reserved tasks supported
Step by step to handover

Let's talk about your future.

Confidential, non-binding and at eye level — we'll show you the path that fits you and your clients.

Frequently asked questions

Why now is the right time.

Why should I act now?

The staffing shortage is worsening dramatically: in 2024, solo practices couldn't fill 59% of their open roles — on average there are fewer than 0.2 available professionals per role, and no relief is in sight for the foreseeable future. 20% of practices fear closure, 30% are already shedding mandates, 25% no longer take on new ones. That's exactly where we come in: we create the capacity you need — so that more high-margin work and more profit stay in your practice. Those who act early secure the best terms.

What happens to my clients?

Your clients stay in the best hands. When we take over accounting and/or payroll, we guarantee comprehensive client protection: your mandates remain your mandates — we don't compete with you. We ensure a seamless transition without any gap in service and gently introduce your clients to modern, digital processes.

Do I remain legally responsible?

When a task is handed over, responsibility passes to us from that point on — for reserved tasks, to the respective licensed professionals handling them. For everything before the handover, you remain responsible; everything from the mandate transfer on lies with us. That keeps the boundary clear and legally sound at all times.

What if I have acute staffing problems?

Then we're exactly the right partner. We also take over practices with staffing shortages and stabilize ongoing operations — without any loss of quality for your clients.

How much effort is the switch for me?

As little as possible. The switch is straightforward and fully guided — we handle everything and lead you and your clients safely through the entire process.

How am I compensated?

That depends on the model — we offer two. For a full mandate takeover we compensate you fairly and attractively: a large part directly at handover, the rest after the transition phase is successfully completed. If we only take over ongoing accounting or payroll, that's purely a relief service — no takeover compensation applies there. Your gain comes differently: we take the often staffing-strained, low-margin tasks off your plate, so you can focus on the high-margin reserved tasks like annual statements and advisory.

Which mandates do you take over?

Our focus is clearly on corporate mandates — not private individuals. We take over your corporate client base fully or partially and create capacity exactly where it sustainably relieves your practice.

How do you value my client base?

Transparently and comprehensibly. Compensation for a mandate takeover follows clear criteria — including revenue, margin, client retention, and the composition of clients and tasks. On that basis you receive a fair, attractive offer that reflects the true value of your practice.