About this opportunity

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