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An exceptional opportunity to invest in a well-established, technology-enabled accounting and advisory firm offering a comprehensive suite of services, including cloud-based bookkeeping, accounting, tax, and virtual CFO solutions. Designed with efficiency and scalability in mind, the firm leverages best-in-class software platforms such as QuickBooks Online and other integrated fintech tools to deliver real-time financial visibility and strategic support to its clients.

The firm has developed a strong reputation for delivering high-value, advisory-driven services to a loyal portfolio of small to mid-sized businesses. Its fully remote operational model and digital infrastructure ensure streamlined workflows, reduced overhead, and an elevated client experience.

This is an ideal opportunity for a private equity, venture capital, financial services, or existing firm seeking to expand into tech-forward, cloud-based service delivery. With recurring revenue, an efficient team, and significant opportunity for continued growth, this turnkey firm is well-positioned to thrive in the evolving landscape of modern accounting and financial advisory services.