REF | STATE | LOCATION | ANNUAL GROSS $ | STATUS | PRIVATE SALE / BROKER |
---|---|---|---|---|---|
5082 | NE | Virtual Firm | $390,000 | new | Poe Group Advisors |
This top-performing virtual Accounting Firm uses a boutique, concierge-style approach to provide outstanding, relationship-driven service. Serving a small number of devoted customers, this firm provides all-inclusive accounting services that foster long-term relationships and trust. The firm combines strong technical capabilities with a client-first approach, supported by a committed and talented team that includes two CPA-certified contract employees. Owner hours average about 1,250 per year and cash flow to the owner exceeding 70%. This turnkey practice is a unique opportunity for buyers looking for excellent profits, low overhead, and a flexible, lifestyle-friendly operation because it has potential to develop and a scalable model currently in place.
Highlights:
• Cash flow over 70%!
• Owner hours low at 1,250 per year!
• 2 CPAs on staff
Ideal Buyer:
The ideal buyer will have prior experience working for marketing communications companies or other professional service environments. Although having a CPA certification is beneficial, having managed a business or held senior leadership positions in public accounting for at least 15+ years is just as crucial, especially in tasks involving managing several clients and balancing conflicting goals. Providing outstanding customer service is crucial for these clients. This includes reliable and prompt communication, and a history of meeting or exceeding deadlines for projects.
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