This opportunity represents the acquisition of an established, fully virtual accounting and bookkeeping firm serving a diversified base of small and mid-sized business clients. The firm operates on a modern, cloud-based platform with minimal fixed overhead, supporting an asset-light and highly scalable operating model. Approximately 80% of revenue is recurring, generated through monthly flat-fee accounting services and repeat annual tax engagements, providing predictable cash flow and stability.

The client base is well diversified with no customer concentration, and revenue has continued to trend upward, driven primarily by referrals and strong client retention. The business maintains attractive margins supported by an efficient labor structure, including offshore staffing for routine functions while retaining higher-level client management internally. The seller is motivated to exit ownership and is open to remaining involved in the business for multiple years post-closing, if desired by the buyer, to support continuity and a smooth transition.

This flexibility makes the opportunity well suited for strategic or financial buyers seeking a scalable professional services platform with recurring revenue, remote operations, and multiple avenues for continued organic growth.