Key Strengths & Opportunities
--High Average Fees – Controller + Bookkeeping average fee is over $60,000 and Bookkeeping is over $18,000 annually
--High-Quality Team: Experienced, credentialed staff led by a Big-4-trained Director of Operations; all employees under non-competes.
--Recurring Revenue Model: 95%+ predictable monthly income with automated billing and zero accounts receivable.
--Turnkey Systems: Fully documented workflows, advanced cloud tools (QBO, Keeper, FinOptimal, Ignition), and seamless remote operations.
--Expansion Potential: Ideal bolt-on for firms offering tax or financial services seeking to add CFO/advisory capabilities.

This fully virtual, cloud-based CFO advisory firm has combined operational excellence, a highly autonomous team, and strong recurring revenue. With projected $1.2M in 2025 revenue and 33–45% cash flow to owner, the firm delivers outsourced CFO and controller services to businesses with revenues between $1M and $10M across diverse industries such as technology, media, and investment. The team, led by a Big-4-trained Director of Operations, allows day-to-day operations to run independently, freeing ownership for strategy and growth. Every client engagement is based on packages billed automatically, producing consistent cash flow and zero receivables.

Growth Opportunity:
Built for scale, this firm offers an ideal platform for a strategic buyer seeking a turnkey CFO and Bookkeeping operation with an exceptional team already in place. With its systems, automation, and refined client base, a buyer can step in to immediately leverage brand reputation, integrate tax or wealth-management services, and expand advisory capacity. The firm has experienced high growth years and focused 2025 on optimizing operations, deliverables, and the right team structure. The firm’s foundation is optimized for continued profitability and expansion under experienced leadership — a true “acquihire” opportunity where the value lies in both people and process.


Ideal Buyer:
This firm is an exceptional fit for a buyer seeking recurring revenue, minimal owner involvement, a high-caliber team, and strong year-over-year growth. Serving clients with revenues between $1 million and $10 million, it presents an ideal opportunity for an entrepreneur pursuing steady, scalable cash flow or a CFO/advisory firm aiming to expand its team and client portfolio. The company combines operational maturity with significant expansion potential. The ideal buyer will bring strong leadership, business acumen, and experience managing a high-performing team.

For more information please visit the website entitled PoeGroupAdvisors