Homebased Trusted Accounting Partner for Professional Service Firms
Asking Price: | $1,000,000 |
Gross Revenue: | $843,599 |
Established Year: | 2007 |
Cash Flow: | $303,096 |
EBITDA: | $138,659 |
- Highly Specialized Services: Provides essential bookkeeping, project-based compliance, consulting on A&E-specific software, and Fractional CFO services exclusively for professional service firms, ensuring targeted solutions for this niche market.
- Deep Industry Expertise: Founded in 2007 as part of an engineering company, the firm has honed its focus on the professional services industry since becoming fully independent in 2015, establishing itself as a leader in financial management in the Pacific Northwest.
- Proven Remote Operations: Operating fully remotely since 2015, the firm utilizes cloud-based systems, enabling seamless service delivery to clients across the U.S., reducing overhead and enhancing flexibility.
- Strategic Client Acquisition: Grows its client base through a strong referral network, collaboration with a Seattle CPA, and targeted SEO and Google Ads campaigns—attracting clients from as far as Austin, TX, and Washington, DC.
- Experienced and Dedicated Team: Supported by six skilled professionals and a proprietary system, the team provides customized financial reports and insights, ensuring clients receive consistent, high-quality support.
- Specialized Software Expertise: Equipped to manage industry-specific tools like MS Dynamics and QuickBooks, adding value through comprehensive software consulting services tailored to client needs.
- Strong Client Loyalty: High client retention with a significant percentage of repeat business, supported by a reputation for reliability, accuracy, and deep knowledge.