#5373 - British Columbia - VIRTUAL

● Combined owner hours approximately 1,300 annually ● Fixed-fee and a recurring revenue model with minimal accounts receivable ● 10+ tenured staff with many located offshore ● Scalable model with existing capacity in bookkeeping and accounting Established in 2015, this fully virtual bookkeeping and accounting firm serves a remote-friendly client base of service, consulting, technology, and e-commerce businesses across Canada. The firm blends a collaborative, people-focused culture with a highly scalable operating model built on standardized workflows and comprehensive process documentation. Two owners work a combined 1,300 hours annually, with day-to-day operations managed by a Senior Production Manager and Senior Client Manager. A disciplined billing strategy centered on fixed fees, monthly retainers, and upfront-collected advisory engagements ensures strong gross margins and minimal accounts receivable. Client year-ends are intentionally staggered throughout the year, providing stable, year-round cash flow. Revenue grew from $2.14M in 2024 to $2.29M in 2025, with cash flow margins returning to 39% ($885,990), reflecting the underlying strength of the firm's systems and client relationships. Ideal Buyer: The ideal buyer is a seasoned accounting or professional services leader with the capital, vision, and operational expertise to take this well-established, cloud-based firm to its next phase of growth. The right acquirer will prioritize preserving the firm's collaborative culture rather than folding it into a larger, impersonal organization. The strongest fit will have a strategic focus on serving remote-first, service-based clients and be comfortable operating within a modern tech stack, including tools like Karbon, Xero, Ignition, and G Suite. They will also have the resources and leadership capability to scale the business while maintaining exceptional service standards for both clients and staff. Given the firm’s two-partner structure and the transition of day-to-day leadership, prior experience with acquiring and integrating professional practices is highly preferred.
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Poe Group Advisors

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