This business is a fully remote, recurring-revenue bookkeeping and advisory firm serving service-based businesses. Founded in 2005, the Company has steadily evolved from traditional transactional bookkeeping into a structured, advisory-integrated model that provides both dependable financial reporting and meaningful financial insight to its clients.

Approximately 90% of revenue is generated from recurring monthly service agreements supported by
automatic billing, creating consistent and predictable cash flow. Over the past three years, the Company has intentionally refined its service tiers and strengthened its advisory offerings, increasing average revenue per client by 66% while maintaining strong retention.

From. 2022 through 2025, the business generated average annual sales of $552,563 and average Seller’s
Discretionary Earnings of $262,015, representing an average cash flow margin of 47%. Operations are fully cloud-based and supported by documented workflows, defined team roles, and a consistent monthly delivery schedule.

The owner currently works approximately 10–15 hours per week, focusing primarily on strategic oversight, business development, and quality control, while day-to-day. bookkeeping and client delivery are performed by an established team of 4. This structure reduces owner dependency and supports continuity under new ownership.

By embedding advisory services directly into its. recurring engagements rather than offering them as
optional add-ons, business has differentiated itself from traditional bookkeeping providers. The result is strong client relationships, recurring revenue stability, and a scalable platform positioned for continued growth.