-Fixed-fee and retainer billing model with minimal accounts receivable and year-round stable cash flow
-Cash flow margins of 39% on approximately $2.3M in 2025 revenue
-Combined owner hours of approximately 1,300 annually, with day-to-day operations led by senior staff
-Tenured team with existing capacity to absorb additional client volume without additional hires

ABOUT THIS PRACTICE:
Established for over a decade, 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 operates on standardized workflows and comprehensive process documentation, with two owners working a combined 1,300 hours annually and 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 drives strong gross margins and minimal accounts receivable. Client year-ends are intentionally staggered to provide stable, year-round cash flow.

IDEAL BUYER:
The ideal buyer is a seasoned accounting or professional services leader with the capital and operational expertise to take this cloud-based firm to its next phase of growth. Comfort with a modern tech stack, including tools like Karbon, Xero, and Ignition, is important. The right buyer will prioritize preserving the firm's collaborative culture and have prior experience acquiring and integrating professional practices.