This cloud-based accounting practice provides a broad range of financial, compliance, and advisory services to small enterprises throughout the United States. The firm has developed deep expertise working with restaurant operators, professional practices, nonprofit organizations, and real estate-related businesses, many of which have been long-standing clients for more than ten years. Dining-related businesses generate about 36% of total receipts, and the largest engagement—an owner of multiple restaurant locations—accounts for roughly 22% of firm-wide revenue.

The organization operates on a fully virtual model, supported by a remote team located in the U.S. and abroad, including three professionals based overseas. Internal coordination, reporting, and client deliverables are structured around modern cloud platforms such as QuickBooks Online and Jirav. Workflows are designed to be anticipatory and efficiency-focused, with a preference for recurring monthly pricing and annual renewals of client service agreements.

Firm income is spread across several service categories, with core accounting work contributing approximately 56%, tax-related engagements representing about 34%, and the remaining 10% derived from advisory and consulting activities. The founder remains involved in day-to-day operations; however, a skilled CPA owner could gradually absorb leadership duties and optimize the current structure. An acquirer who brings strong interpersonal abilities and a forward-looking approach could broaden advisory offerings, introduce AI-enabled processes, and support future growth.

The current owner intends to reduce involvement due to health considerations and lifestyle goals and is dedicated to a well-managed transition. The seller is willing to provide up to a year of post-closing assistance, including part-time advisory support and direct client handoffs, to promote continuity and client retention.