#5031 - Virtual Firm - TEXAS

*purchase price pre-approved by lender* This fully virtual managerial accounting firm specializes in serving a defined niche of service-based providers. The firm delivers high-value offerings such as strategic advisory, bookkeeping, job costing, controller, and fractional CFO services. This Firm has low owner hours totaling less than 1,300 hours annually. This business runs with impressive operational efficiency. Known for its precision, reliability, and quality-over-quantity approach, the firm has built a stellar reputation as a trusted industry leader. It has posted consistent annual revenue growth exceeding 20%, and delivers strong cash flow to owner at 66%. A well-established referral network continues to generate a steady stream of new clients. Growth has been intentionally limited by current team capacity—but the foundation for expansion is firmly in place. Documented systems, training materials, scalable workflows, and automation tools are already established. A new owner with experience in scaling service-based operations will find ample opportunity to unlock greater profitability and market reach. Highlights: • 20% + annual revenue growth • 66% cash flow to owners • Owner hours are under 1300 • Scalable delivery engine through automation and team leverage • Strategic partners generate consistent opportunities Ideal Buyer: The ideal buyer will have a solid background in cost accounting and a deep understanding of the relationship between operations and financial data. Experience in advising service-based businesses is key, as is a commitment to upholding the firm’s reputation for delivering accurate, insightful, and high-quality work. This is a rare opportunity to acquire a high-margin, growth-ready firm with a loyal client base, proven systems, and a reputation that opens doors. Whether you're a strategic buyer, financial professional, or entrepreneur, this firm is primed for continued success under the right leadership. For more information please visit:https://poegroupadvisors.com/practice/cp2010/
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Poe Group Advisors

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