#5465 - Virtual firm - VIRTUAL

-100% monthly subscription billing, Average fees are around $40,000 -Owner cash flow projected to exceed $400,000 in 2026, with a trailing twelve-month trajectory well ahead of prior year -Owner works approximately 800 hours annually About this practice: Established for over two decades, this fully virtual accounting firm serves a concentrated client base of organizations within a defined specialty sector, providing monthly accounting, controller-level services, accounts payable, payroll processing, and CFO-level advisory. The practice does not prepare tax returns, positioning it as a recurring-revenue accounting partner with consistent, year-round cash flow. All new business has come through referrals, and the firm's reputation within its niche is built on technical depth and consistent delivery. A deliberate transition to a hybrid onshore/offshore staffing structure is the primary driver behind improving cash flow margins, with 2026 owner cash flow projected to exceed $400,000. Full niche details are available in the complete profile. Ideal Buyer: The ideal buyer is a CPA or established firm with demonstrated experience in the firm's specialty area. Buyers without relevant niche experience will face a meaningful learning curve that could jeopardize client retention. This practice suits a buyer seeking a recurring-revenue, subscription-based platform with no tax season dependency, or a larger advisory organization looking to consolidate market share in this specialty. Geographic location is not a constraint.
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Poe Group Advisors

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