Homebased Trusted Accounting Partner for Professional Service Firms

Idaho
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Asking Price:$1,000,000
Gross Revenue:$843,599
Established Year:2007
Cash Flow:$303,096
EBITDA:$138,659
BUSINESS DESCRIPTION

- 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.


DETAILED INFORMATION
Location
Idaho
Inventory
Not Included in asking price
Employees
6
Facilities
Remote operations set up with robust cloud-based systems for seamless client engagement.
Competition
While other firms offer general bookkeeping services, this business’s exclusive focus on the professional services industry and its in-depth client relationships distinguish it as a leader within its niche.
Growth & Expansion
- Broaden Service Offerings: Adding more high-value services, such as strategic advisory roles, enhanced Fractional CFO services and controllership roles for established clients can boost revenue and client engagement. - Geographic Expansion: The firm’s remote model allows for effortless scaling beyond the Pacific Northwest. Targeted advertising campaigns in key markets and SEO and digital marketing can attract new clients nationwide and broaden brand visibility. These are just a few ways for growth.
Support & Training
Owner is open to a training period of 90 days, with additional support on a consulting basis if needed.
Reason for Selling
New adventure
Home-Based
This business is Home-Based
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Lee Levinson
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Lee Levinson