Virtual CPA Firm With 45%+ Cash Flow Margins And Industry Niches
Virtual CPA Firm in Maryland With Recurring Advisory Revenue
On NextCompany since October 4, 2026 (11 days)
MD area
Business overview
This virtual CPA firm operates from Maryland and serves small and mid-sized businesses in growth-oriented industry niches. More than 90% of fee revenue comes from recurring, fixed-fee engagements paid monthly by ACH. Its client advisory services model bundles scheduled services into annual agreements. Annual gross totals $625,000, and the asking price is $1,250,000.
Owner cash flow has exceeded 45% of revenue over the past three years. Long-tenured staff maintain direct client relationships, supported by digital processes and an advanced tech stack. Regional business contacts generate a consistent stream of prospects. The managing partner plans to remain after the sale to support staff and client continuity.
Who is a good fit for this business
- Established CPA firms with available staff capacity seeking to expand a small and mid-sized business client base.
- Entrepreneurial groups equipped to manage recurring client advisory engagements through a fully virtual firm.
Details
- Reason for selling
- Retirement
Frequently Asked Questions
The firm serves small and mid-sized businesses in growth-oriented industry niches. It bundles scheduled services into recurring client advisory engagements.
The practice earns more than 90% of fee revenue through recurring, fixed-fee engagements. Clients pay monthly by ACH under 12-month agreements.
The firm reports $625,000 in annual gross and an asking price of $1,250,000. Owner cash flow has exceeded 45% of revenue over the past three years.
Long-tenured staff maintain direct relationships with clients. The firm uses digital processes and an advanced tech stack to support its virtual operations.
The managing partner plans to remain involved for a period after the sale. That involvement aims to support continuity for staff and clients.