Award-Winning Fractional CFO & Accounting Firm in Tampa, FL

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Financial Details

Asking Price:
$5,600,000
Annual Revenue:
$4,261,483
Cash Flow / SDE:
$1,114,002
Valuation Multiple:
5.0x
Location:
Tampa, FL, US
Source:
Date:
July 02, 2025

Key Highlights

- Award-winning financial consulting firm with $3.2M+ annual recurring revenue.
- Specializes in Fractional CFO, Controller, and Bookkeeping services with a fully remote model.
- Features high client utilization, long client tenure, and proprietary Accounting IQ Software.

Description

This is an analysis of an award-winning financial consulting firm specializing in Fractional CFO, Controller, and Bookkeeping Services. The firm operates on a fully remote model with approximately 100 active client relationships, generating over $3.2 million in annual recurring revenue. Key strengths include a high utilization rate, long client tenure, and a proprietary Accounting IQ Software platform. The firm is well-positioned for expansion into eCommerce, Legal, and Non-Profit sectors.

Industry Information

Industry Description:
Accounting and Tax Practices
Classification:
Financial Services

Listing Details

Listing ID:
d0d0028d-d3d0-4de1-a573-f17b5b91e0c1
Deal Status:
For Sale
Date Posted:
June 30, 2025
Last Updated:
July 02, 2025
Currency:
USD

Features & Tags

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