Our firm generates consistent, recurring revenue through virtual bookkeeping and accounting services. Clients are primarily small to mid-sized businesses who value accurate, timely financial reporting without the overhead of in-house staff. Services include monthly bookkeeping, bank and credit card reconciliations, payroll processing support, accounts payable/receivable management, and preparation of financial statements.

All work is completed remotely using secure cloud-based platforms (QuickBooks Online, Xero, and integrated apps), which allows us to serve clients across multiple states efficiently and at scale. Revenue is structured on a subscription basis, with most clients on monthly fixed-fee engagements, ensuring reliable and predictable cash flow.

This revenue stream is stable, high-margin, and supported by long-term client relationships. Growth opportunities exist through cross-selling additional services such as tax preparation, CFO advisory, and business consulting.