This modern, fully virtual/remotely operated accounting, tax and advisory practice for sale in Utah generates approximately $413,000 in annual gross revenue. The firm has been rapidly growing since inception and has cultivated a diverse and loyal client base composed primarily of mid-sized businesses across a variety of industries, including construction, real estate, wellness, manufacturing, cannabis, professional services, and hospitality, located across multiple states. It provides a comprehensive range of services, including accounting and bookkeeping, payroll, tax preparation, business advisory, and fractional CFO services. Being fully virtual and cloud-based since inception, the cost structure is lean and attractive, providing exceptional profit rates with no lease and related expenses. The virtual set-up also provides a buyer and staff the invaluable freedom to work from anywhere.

The revenue is highly recurring, with a substantial portion derived from fixed monthly billings, along with supplemental annual tax and project-based work. The firm utilizes an automated, value-based fixed monthly fee model, bundling services tailored to each client's specific needs and auto-drafting payments monthly to provide consistent and highly predictable year-round cash flow with substantially reduced risk. This model allows the focus solely on providing value-added client services, rather than administrative time on billings and collections. Growth opportunities abound from raving client referrals, existing clients requesting expanded advisory services, and normal price increases, supporting the demonstrated high-growth trajectory.

Day-to-day operations are managed by a capable team, ensuring continuity and scalability. The owners are committed to supporting a smooth transition and are available to assist with ongoing growth through consulting and new business development. Other team members are also committed to remaining with the firm if desired by the buyer. The practice represents a highly attractive opportunity for an accounting professional or firm to both expand with a quality book of business and acquire a profitable, scalable, and modern platform for continued growth.