#5143 - North Carolina - VIRTUAL

Established Virtual CFO, accounting, and tax advisory firm serving service-based businesses across the U.S. with high client retention and strong recurring revenue. The practice generated ~$830K in 2024 revenue, with 67% coming from monthly recurring revenue from CFO and accounting clients (charged on a flat fee basis). The remainder of revenue comes from tax preparation and planning/bookkeeping/project work for tax prep clients; tax clients are almost entirely business owners. The firm operates fully remote with no physical office requirements, using a highly efficient cloud-based tech stack and a seasoned team that manages day-to-day operations and client delivery with minimal owner involvement. Owner hours are approximately 5-10 per week. Clients are primarily mid 6-figure to 7-figure business owners across a variety of industries, concentrated in services, with many receiving both accounting and advisory support. The business has a proven track record of steady growth in CFO/accounting revenue, strong client relationships, and scalable infrastructure. There is capacity to increase or upsell additional CFO/accounting clients with the current team, and also an opportunity to offer personal financial planning/wealth advisory to clients. Monthly services include: Bookkeeping, accrual accounting, reporting, cash flow forecasting, budgeting, business financial planning, advisory support, tax prep, tax planning; optional add-ons include payroll, contractor payments, billing/payment application.  Services offered to tax clients include: Business and personal tax prep, payroll tax filings, 1099 filings, tax planning, hourly bookkeeping, accounting consults This is an ideal opportunity for a buyer looking to expand into advisory/CFO services, scale recurring revenue, or add a turnkey, cloud-based practice with a loyal team and minimal transition risk. The buyer should be a CPA or should have a CPA on staff for tax work; there is a CPA employee who manages CFO/accounting clients who would ideally stay on after the transition for optimal monthly client retention. Buyer should also be well-versed in business accounting and tax requirements. Asking: $1,050,000