#5305 - USA - VIRTUAL

An outsourced financial operations firm specializing in bookkeeping, payroll, tax, bill payment, reporting, and comprehensive financial workflows, all delivered at a fixed monthly price. With a focus on transparent, efficient, and scalable accounting solutions, this firm caters exclusively to small and mid-sized businesses. This is a unique opportunity to acquire a carved out set of assets from a highly regarded, fully virtual bookkeeping business with a strong national reputation and a loyal client base. The carve-out includes 100% recurring revenue, a seasoned and efficient operations team, and optional licensing rights to the established brand name. Key Financial Highlights: - Annual Recurring Revenue: $4,002,535 - Additional Tax Revenue: $270,558 - Total Revenue (TTM): $4,273,093 - EBITDA: $1,978,275 - Client Count: 173+ - 100% of clients are on recurring monthly/annual contracts; no one-time projects. Client Breakdown by Monthly Recurring Revenue (MRR) Tier: - $4500+: 19 clients - $3,000–$4,499: 21 clients - $2,000–$2,999: 29 clients - $1,500–$1,999: 12 clients - $1,000–$1,499: 16 clients - $500–$999: 33 clients - Under $500: 10 clients - Tax-Only: 33 clients Team & Technology: - Fully remote workforce: 14 U.S.-based and 33 Philippines-based professionals - Key software includes QuickBooks Online (QBO), Rippling, Brex, Shopify, Ramp - Operations leverage tools like Front, Retool, 1Password, Notion, Slack, and more.