Over the past 21+ years, our client has built a fully virtual firm offering a broad range of CFO and accounting services. As of March 2026, the Practice serves approximately 37 active clients. Estimated 2025 revenue by service line was comprised of 96% Client Advisory Services, and 4% Other. In 2025, the Practice brought in $1,423,934 in gross top-line revenue, an increase of 29% from 2024. The Practice’s continued success is driven by its commitment to delivering high-quality service, thoughtful guidance, and deep expertise in complex financial matters, all while maintaining a personalized approach. Including the Owner, the team consists of 14 staff members, including three offshore team members engaged through an agency headquartered in India. To support a successful handoff, the Owner is willing to provide transition assistance for an agreed-upon period, including support with goodwill transfer, business development, and mentoring functions to help position the new owner for long-term success. This opportunity is well-suited for a buyer with business management experience or someone with the drive, aptitude, and commitment to build and lead a successful accounting practice, particularly one who understands the value of business development and marketing.
1257 – Virtual Outsourced CFO and Accounting Firm
1257 – Virtual Outsourced CFO and Accounting Firm
Over the past 21+ years, our client has built a fully virtual firm offering a broad range of CFO and accounting services. As of March 2026, the Practice serves approximately 37 active clients. Estimated 2025 revenue by service line was comprised of 96% Client Advisory Services, and 4% Other. In 2025, the Practice brought in $1,423,934 in gross top-line revenue, an increase of 29% from 2024. The Practice’s continued success is driven by its commitment to delivering high-quality service, thoughtful guidance, and deep expertise in complex financial matters, all while maintaining a personalized approach. Including the Owner, the team consists of 14 staff members, including three offshore team members engaged through an agency headquartered in India. To support a successful handoff, the Owner is willing to provide transition assistance for an agreed-upon period, including support with goodwill transfer, business development, and mentoring functions to help position the new owner for long-term success. This opportunity is well-suited for a buyer with business management experience or someone with the drive, aptitude, and commitment to build and lead a successful accounting practice, particularly one who understands the value of business development and marketing.
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