This well-established virtual tax and bookkeeping practice provides reliable, client-focused financial services to individuals and small businesses. With a fully remote setup and user-friendly cloud-based tools, The business is a rapidly growing accounting firm focused on the needs of about 175 small businesses—startups and individuals, and personal clients. 

2024 annual revenue of $540,935.

Service breakdown:

• Compilations and Corporate Tax: $270,000

• Individual tax: $231,000

• Consulting: $10,000

• Payroll: $15,000

• Other services: $32,000

Software used: QuickBooks / Sage / CaseWare / Profile

Team: 4 full-time and 2 part-time staff delivering smooth and supportive service to a nationwide client base.