-Cash flow margins of 40-60% with owner working fewer than 400 hours annually
-25%+ average annual growth driven by twice-yearly automatic fee increases and a value-billing model
-Highly independent offshore team managing the full client lifecycle with minimal owner involvement
-Service mix of business tax, bookkeeping, and tax planning with strong recurring revenue

ABOUT THIS PRACTICE:
This fully virtual CAAS firm serves marketing, e-commerce, real estate, and professional services clients nationwide, with projected revenue of approximately $1.45M in 2025. The firm operates on a value-billing model with ACH payments, twice-yearly automatic fee increases, and business tax packages averaging approximately $6,800, producing consistent and predictable cash flow.
Day-to-day operations are managed by a loyal, well-trained offshore team that handles the full client lifecycle independently. The owner works fewer than 400 hours annually and will assist with transition while continuing to generate referrals.

IDEAL BUYER:
The ideal buyer is a tech-forward CPA or established firm with deep advisory expertise and experience managing a distributed, offshore team. Strong communication and business development skills are important, as is comfort leading tax planning and value-pricing conversations. This opportunity suits a growth-oriented buyer looking to acquire a high-margin, recurring-revenue platform with meaningful upside in tax planning and advisory services.