This established accounting practice delivers a wide range of financial services to individuals and small businesses across the U.S. Its primary work centers on recurring bookkeeping, monthly financial reviews, cash-flow planning, forecasting, and tax filings, while also assisting clients with system upgrades and preparation for external audits. A large share of its income comes from ongoing accounting engagements, with the balance generated from tax work. The firm currently supports around 65–70 monthly clients along with more than 200 yearly tax customers, resulting in a highly stable client roster and exceptionally low attrition.
The organization functions as a remote-first operation, managed by a streamlined team largely located in the Midwest. Clients are served in multiple states, stretching from the Midwest to the West Coast and beyond. One of the business’s strongest features is its dependable billing model: monthly accounting customers are charged automatically on the first day of each month, creating consistent cash flow and virtually eliminating outstanding receivables.
Founded in 2018 by a CPA with experience in both public accounting and corporate financial leadership, the firm has expanded organically through steady referrals and strong traction on the QuickBooks ProAdvisor network. The owner currently leads client relationships and business development and is willing to remain involved after a sale—either on a consulting basis or via commission-driven growth support.
Although fully operational from anywhere, the company also leases a compact office suite in a desirable location. The real estate is owned separately and may be available to a buyer who prefers to maintain a physical presence. With no history of paid advertising, there is meaningful opportunity for new ownership to scale the practice through marketing efforts or by adding complementary service offerings.