Firm Highlights:
• Low Owner hours - 1250
• Experienced leadership team and highly skilled staff
• Strong client retention with a carefully curated client base
• Great Referral Sources
A well-established remote bookkeeping firm serving owner-managed small businesses, known for accurate, timely financials and strong client relationships. Consistent year-over-year growth with projected 2025 revenue of $450,000. A scalable model and loyal client base support ongoing success. Streamlined systems ensure efficient service delivery. Optimized workflows enable smooth, high-touch client experiences across a fully remote team. Skilled, QBO-certified professionals deliver top-tier service.
Ideal Buyer:
The ideal acquirer will have a strong background in serving small businesses, particularly those with annual revenues under $500,000, and an appreciation for the high level of personalized care and expertise that this firm’s clients have come to expect.
They should be confident in managing a remote, self-sufficient team and comfortable coordinating internationally outsourced services to maintain operational efficiency. A commitment to client satisfaction, attention to detail, and the ability to lead with empathy and professionalism are essential for ensuring a seamless transition and continued growth of the business.
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