Opportunity to acquire a profitable semi-virtual accounting and tax practice with a diversified client base. The firm generates strong recurring revenues from bookkeeping, accounting, and payroll, complemented by T1 and T2 services. With most operations conducted virtually, the practice is well-positioned for continued growth.

Approximately 95% of clients are managed fully online, using cloud-based applications for bookkeeping, workflow, and file transfers. A small number of local clients (5–6) prefer to drop off paperwork quarterly or annually, which could easily be handled by the existing bookkeepers. Overall, the business model is designed for efficiency, flexibility, and minimal in-person presence.

-2025 Revenues: $552,600

- 2026 Projected Revenues based on current client list:$634,000.

-Reason for increase in 2026 projected billings: Seller onboarded a new group of clients in July and has a scheduled price increase with an existing client in October, which accounts for the growth difference.

-2025 Cash Flow: $226,566 (41% margin)

Revenue Breakdown:

- 62 Monthly Bookkeeping/Compilations: $507,541 (92%) 

-2 Quarterly Clients: $2,120

-1 Annual Clients: $1,500

-46 Individual Tax Returns: $12,160 (2%) – avg. fee $264/return

-14 Business Tax Returns: $32,905 (6%) – avg. fee $2,350/return

Software: Tax Cycle, CaseWare, QuickBooks online, Hubdoc, Jetpack Workflow, Docusign.