#5584 - South Carolina - VIRTUAL

-Approximately 72% of revenue from monthly or quarterly flat-fee service plans, most billed by automatic draft -Cash flow to owner above 40% -Revenue up 13% in 2025 to approximately $430,000, with 2026 running about 5% ahead -100% paperless, fully remote practice with a stable team and no overtime during busy season Capacity for additional clients with the current team ABOUT THIS PRACTICE: This virtual accounting and tax practice has served small businesses across the Southeast for more than a decade. Approximately 72% of revenue comes from tiered flat-fee service plans, with the larger plans bundling accounting, bookkeeping, payroll, tax preparation, and tax planning. The firm is fully paperless and runs on a lifestyle model, with a stable two-person remote staff and no overtime during busy season. The current team has capacity for additional clients, and a buyer with stronger technology skills could grow the practice without adding staff. IDEAL BUYER: The ideal buyer is an accounting professional or firm able to take on the client-facing leadership role and comfortable leading a remote team. Strong technology skills would allow the practice to serve more clients with the current team. The owner prefers a buyer based in the Southeast who will maintain the firm’s lifestyle-oriented culture.