Virtual San Francisco Bay Area CPA Practice
Business Description
Established Virtual CPA Practice - San Francisco Bay Area
This well-established virtual accounting and tax practice represents a compelling acquisition opportunity for qualified professionals seeking immediate cash flow generation. Operating continuously since 2012, the practice has developed a stable client base and proven remote service delivery model.
Financial Performance:
• Annual Revenue: Approximately $535,000
• Projected 2025 Cash Flow: $459,000
• Attractive valuation at less than 2x cash flow
Service Portfolio & Client Base:
• Bookkeeping Services: 28 active clients generating $455,000 in recurring revenue
• Individual Tax Preparation: 13 returns with average fee of $1,796
• Business Tax Preparation: 16 returns with average fee of $1,979
• Specialized Services: $35,000 in 1099 preparation and consulting revenue
Operational Infrastructure:
• Fully virtual practice model with established remote client servicing
• Professional software suite including Lacerte tax software and QuickBooks Online
• Owner is a licensed CPA ensuring professional credentials and compliance
• Location-independent operations suitable for seamless transition
Key Investment Highlights:
• Established 13-year operating history demonstrating market stability
• Diversified revenue streams across bookkeeping, individual, and business tax services
• Strong cash flow generation with minimal overhead due to virtual model
• Scalable platform with potential for client base expansion
• Professional-grade technology infrastructure already implemented
This practice offers an excellent opportunity for a CPA or qualified accounting professional to acquire an established client base with immediate revenue generation potential. The virtual operating model provides geographic flexibility while maintaining service quality and client relationships.
This well-established virtual accounting and tax practice represents a compelling acquisition opportunity for qualified professionals seeking immediate cash flow generation. Operating continuously since 2012, the practice has developed a stable client base and proven remote service delivery model.
Financial Performance:
• Annual Revenue: Approximately $535,000
• Projected 2025 Cash Flow: $459,000
• Attractive valuation at less than 2x cash flow
Service Portfolio & Client Base:
• Bookkeeping Services: 28 active clients generating $455,000 in recurring revenue
• Individual Tax Preparation: 13 returns with average fee of $1,796
• Business Tax Preparation: 16 returns with average fee of $1,979
• Specialized Services: $35,000 in 1099 preparation and consulting revenue
Operational Infrastructure:
• Fully virtual practice model with established remote client servicing
• Professional software suite including Lacerte tax software and QuickBooks Online
• Owner is a licensed CPA ensuring professional credentials and compliance
• Location-independent operations suitable for seamless transition
Key Investment Highlights:
• Established 13-year operating history demonstrating market stability
• Diversified revenue streams across bookkeeping, individual, and business tax services
• Strong cash flow generation with minimal overhead due to virtual model
• Scalable platform with potential for client base expansion
• Professional-grade technology infrastructure already implemented
This practice offers an excellent opportunity for a CPA or qualified accounting professional to acquire an established client base with immediate revenue generation potential. The virtual operating model provides geographic flexibility while maintaining service quality and client relationships.
About the Business
- Years in Operation
- 13
- Website
- https://accountingpracticesales.com/united-states/west/california-north/20955-Vi
Listing Info
- ID
- 2451209
- Listing Views
Listing ID: 2451209 The information on this listing has been provided by either the seller or a business broker representing the seller. BizQuest has no interest or stake in the sale of this business and has not verified any of the information and assumes no responsibility for its accuracy, veracity, or completeness. See our full Terms of Use. Learn how to avoid scams.
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