Virtual CAAS firm with 60% margin - Business for Sale

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Virtual CAAS Firm Serving Nationwide Clients

US
Added 7 months ago
Virtual CAAS (Client Accounting and Advisory Services) Firm
RemoteAbsentee / Semi-Absentee

This fully virtual client accounting and advisory services (CAAS) firm based in the US provides business tax, bookkeeping, and tax planning services to clients nationwide across marketing, e-commerce, real estate, and professional services sectors.

Key Information

Asking

$3.3M

Revenue

$1.4M

Earnings

$600K

Multiple

5.5x

Key Highlights

  • Business operates fully virtually and is relocatable
  • Owner works less than 400 hours per year
  • Service mix: 53% business tax, 36% bookkeeping, 12% tax planning
  • Average annual growth rate is 25%
  • Team is largely offshore and manages the full client lifecycle

Contact Info

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