Cloud-Based Accounting & CFO Services Firm for Sale

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Financial Details

Asking Price:
$3,829,342
Annual Revenue:
$1,740,610
Location:
US
Source:
Date:
June 27, 2025

Key Highlights

- Technology-enabled accounting and advisory firm.
- Offers cloud-based bookkeeping, accounting, tax, and virtual CFO solutions.
- Provides real-time financial visibility and strategic support to small and mid-sized businesses.

Description

This is a well-established, technology-enabled accounting and advisory firm offering cloud-based bookkeeping, accounting, tax, and virtual CFO solutions. The firm leverages software platforms such as QuickBooks Online and other integrated fintech tools to deliver real-time financial visibility and strategic support to its clients. The firm has developed a strong reputation for delivering high-value, advisory-driven services to a loyal portfolio of small to mid-sized businesses.

Industry Information

Industry Description:
Accounting
Classification:
Financial Services

Listing Details

Listing ID:
dfa13c4c-ece1-4f86-aff1-83ab5680139f
Deal Status:
For Sale
Date Posted:
June 27, 2025
Last Updated:
June 27, 2025
Currency:
USD

Features & Tags

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