HS Listing ID-70668

Executive Summary

A highly profitable, fully remote accounting and bookkeeping firm with a 17-year operating history. The Company provides recurring accounting and advisory services to a diversified base of approximately 50+ small to mid-sized business clients across the United States.

The business has been built primarily through referrals and long-standing client relationships, resulting in strong retention and predictable recurring revenue. The Company operates with a lean and efficient team structure, including both domestic and offshore support, enabling strong margins and scalability.

With a high percentage of recurring revenue, minimal client concentration, and consistent profitability, the Company represents a premium acquisition opportunity for strategic buyers and operators seeking a scalable, cash-flow-generating platform.

Transaction Summary

Asking Price: $1,200,000

Revenue: ~$550K – $600K

Normalized SDE: ~$300K – $320K

Monthly Recurring Revenue: ~$30K – $35K

Clients: ~50+

Business Model: Fully Remote

Service Offering

The Company provides a range of core services, including:

Monthly bookkeeping and financial reporting

Account reconciliation and financial management

Tax preparation support

Advisory and financial organization services

The majority of revenue is generated through recurring monthly and quarterly engagements, providing strong visibility into future performance.

Financial Performance Overview

Q1 2026 Performance (Unaudited)

Total Revenue: $138,126

Net Income: $62,403

Monthly Recurring Revenue (MRR): ~$30K–$35K

The first quarter reflects the Company’s typical seasonal ramp, with March generating significantly higher profitability due to tax-related activity.

Normalized Earnings Analysis

Reported earnings include discretionary and non-recurring expenditures that are not expected to continue at the same level under new ownership.

Key Add-Back

Professional Development: ~$18,800 in Q1

Non-recurring and discretionary

Adjusted for normalized earnings

Adjusted Q1 Earnings

Reported Net Income: ~$62K

Adjusted Net Income: ~$80K

Annualized Run-Rate

Based on normalized Q1 performance:

Estimated Annual Revenue: ~$550K – $600K

Estimated Annual SDE: ~$300K – $320K

Profitability Profile

High gross margins driven by:

Lean staffing structure

Offshore support integration

Low fixed overhead

Strong cash flow conversion:

Minimal capital expenditures

Scalable cost structure

Efficient service delivery

Key Investment Highlights

1. Strong Recurring Revenue Base

~$30K+ in monthly recurring revenue

Long-standing client relationships

Predictable and stable cash flow

2. High Margin Earnings Profile

~$300K+ normalized SDE

~50%+ margin business

Significant operating leverage

3. Diversified Client Base

~50+ active clients

No material client concentration

Broad industry exposure

4. Fully Remote & Scalable Model

100% remote operations

Established systems and workflows

Easily scalable without proportional overhead

5. Growth Opportunities

Pricing optimization across existing clients

Expansion into advisory and CFO services

Increased monetization of tax services

Strategic integration into larger accounting platforms

6. Established and Proven Platform

17 years in operation

Strong reputation and client retention

Consistent performance across economic cycles

Broker Name: Steinberg RE Holdings, Inc.
License Number: #SL3650514

A SIGNED CONFIDENTIALITY AGREEMENT IS REQUIRED FOR THE EXACT LOCATION