#5463 - Virtual Colorado - COLORADO

OPPORTUNITY Expand your firm’s footprint with a highly streamlined, 100% remote client list ready for immediate absorption. Built by owners preparing for retirement, this profitable portfolio is ideal for an established CPA firm looking to scale their recurring revenue. Due to the requirements of attest work, the buyer must be a licensed CPA. Some onsite fieldwork will be required. KEY HIGHLIGHTS • Virtual & Turnkey: Fully home-based operation with zero physical overhead or employee liabilities to assume. • HOA Niche Expertise: High-retention client base primarily concentrated in Homeowners Associations (HOAs), supplemented by select non-public entities. • Seamless Transition: Sellers are fully committed to assisting with client handoffs to ensure maximum retention. REVENUE MIX • 55% HOA Audits • 26% Non-public Entity Audits • 7% 401K Audit • 11% HOA Reviews • 1% Misc. Services - Monthly accounting services and Form 5500 Asking: $315k