Practice Overview
This two-partner practice has had excellent organic growth averaging 38% over the past three years and the firm is well staffed to absorb continued growth. The firm is 95%+ virtual and has a niche focus as the “go-to” firm for internet content creators looking for accounting and tax services. The firm is currently domiciled in Pennsylvania and maintains an optional small office in southern California open by appointment which was acquired in 2024. A few clients drop off data there, but it could be virtualized. Over 50% of revenue is monthly recurring. Marketing costs are low as most clients are referrals from existing clients and strategic partners. Clients span 40+ states giving the firm a truly national presence.

The departing Partner currently works about 25 hours per week and joined the firm in 2024. He wishes to pursue outside business opportunities. The other Partner is willing to remain with the firm up to 20 hours per week. Both partners are willing to assist in providing transition support to smooth the transfer of clients and staff to a new owner. This is an outstanding opportunity to acquire an established virtual firm with fantastic growth potential and staff and systems in place.

Business ID# US-2124