$456K SDE, Full-Service Remote Accounting & Tax Firm

Company Overview: This is a full-service accounting and tax practice established in###-###-#### The firm serves small and mid-sized businesses and their owners across the U.S., with a core base in a Midwestern region. Growth has been steady over several years, driven by reputation, platform visibility, and direct referrals rather than paid advertising. Product & Customer Base: Services include monthly and quarterly bookkeeping, financial statements, budgeting, forecasting, tax preparation, tax planning, audit assistance, and accounting software migrations. The firm supports roughly 65–70 recurring accounting clients and completes about 200 annual tax returns for business and individual filers. Revenue is diversified across industries, and the top five clients account for less than one-fifth of revenue. Client churn is very low, with departures mainly due to client business closures rather than dissatisfaction. Operations & Team: The business runs on well-defined monthly and quarterly closes, with standardized reporting and fixed-fee billing. Recurring accounting fees are collected by automated ACH on the first of each month, eliminating receivables chase and bad-debt write-offs. The practice operates mostly remote, with one onsite office manager present a couple of days per week and the remainder of the team working virtually. The owner oversees day-to-day operations, receivables, scheduling, lead intake, and client onboarding, and maintains clear communication boundaries while responding within business hours. Training uses established online curricula for accounting software, owner-led instruction, and peer training for new hires. Engagement letters carry 30–60 day termination notice, and pricing is reviewed annually on a set cadence. Growth: The firm demonstrates stable, recurring revenue with strong retention and consistent collections, supported by a majority of revenue from ongoing accounting services and a meaningful annual tax cycle. Margins benefit from disciplined billing practices and the decision to avoid card processing fees. Future growth can come from formal marketing and networking, building a stronger professional presence, expanding advisory and tax planning services, increasing software migration projects, and converting more seasonal tax clients into recurring monthly accounting relationships. The model is scalable within a remote framework and does not depend on a fixed location. Transition: The owner is selling to pursue other priorities and relocate, and believes the business can continue to grow under a hands-on operator. The seller will provide an extended transition, supporting up to two years, starting full-time and tapering to part-time within the first year if desired. Support will include training on systems and workflows, introductions to clients, and optional ongoing business development assistance on a commission basis. 📍 Fort Wayne, IN 💰 Asking Price: $2,100,000 📊 Revenue: — 💵 SDE: N/A ? SBA Eligibility: SBA Eligible 🤝 Seller Financing: Yes 🏷️ Industry: N/A