#5563 - Great D.C. Area - VIRTUAL

-100% virtual, serving small and mid-sized businesses in growth-oriented industry niches -More than 90% of fee revenue comes from recurring, annual ACH agreements paid monthly -Cash flow to owner consistently above 45% of revenue over the past three years -Long-tenured staff with direct client relationships -Advanced tech stack and digital processes ABOUT THIS PRACTICE: This fully virtual CPA firm serves small and mid-sized businesses in growth-oriented industry niches, prioritizing long-term, annuity-style fees and a wide regional network of key business contacts that generate a consistent stream of prospects. More than 90% of the firm's fee revenue comes from 12-month, recurring fixed-fee engagements that bundle scheduled services into a CAS (Client Advisory Services) model. Cash flow to the owner has consistently run above 45% of revenue over the past three years. IDEAL BUYER: The ideal buyer is an established CPA firm or Entrepreneurial Group with available staff capacity seeking to add a strong client base with significant growth potential in a thriving business market. A physical office location in the Greater Metro Washington, D.C.-Baltimore region would be ideal, but given the firm’s virtual model, the geographic location could be elsewhere. The Managing Partner is committed to a smooth transition and willing to remain involved for a period after the sale to support continuity for staff and clients.