Alan Liverman is pleased to introduce: 
For sale: Established cloud-based CPA & premium bookkeeping practice (founded 2002)

Key highlights

• 300+ active clients; cloud-first operations

• Revenue mix: ~85% recurring bookkeeping, 11% compilations/corporate tax/financial reporting, 2% personal tax, 2% miscellaneous

• Average bookkeeping rate: $135/hour

• Monthly recurring revenue projected to exceed $200,000 by March 2023

• Annual growth >25%

• Strong owner cash flow

• Serves a broad mix of industries — diversified client base

• Staff: ~26 experienced, loyal personnel (FT, PT, subcontractors) available to transition

• Office: 2,400 SF; rent ~ $7,000/month (can be retained or vacated)

• Seller flexible and committed to a smooth transition

Ideal buyer

• Firms or buyers looking to scale a cloud accounting division or expand nationally, especially those behind on cloud accounting capabilities.

Next steps