Award Winning Fractional CFO & Accounting Firm

Business Overview:

WebsiteClosers® presents an award-winning Financial Consulting Firm that has become a trusted partner to businesses nationwide for over two decades. Specializing in Fractional CFO, Controller, and Bookkeeping Services, this highly respected consultancy business blends elite financial expertise with proprietary Accounting IQ Software to deliver scalable, data-driven solutions to companies across a wide range of industries.

Operating on a fully remote model since inception, the firm has built an efficient, tech-enabled infrastructure that supports approximately 100 active client relationships, each generating an average of $2,409 in monthly recurring revenue. This results in stable, predictable cash flow exceeding $3.2 million in annual recurring revenue, with gross margins consistently climbing - up from 56% to 60% in the last three years. A remarkable 94% utilization rate and long average client tenure of four years underscore the company’s deep-rooted client loyalty and operational excellence.

At its core, this firm serves as a financial command center for its clients, eliminating inefficiencies in internal finance teams while empowering business owners with real-time visibility and strategic financial insights. The integration of AI-powered automation, cloud-based tools, and custom-built financial dashboards sets this company apart in the marketplace, enabling it to deliver Fortune 500-level Fin-Tech intelligence to small and mid-sized companies at a fraction of the cost.

Key Valuation Points
• 24 Years in Operation
• 100+ Active Client Accounts
• $2,409 Average Monthly Revenue per Client
• $265,000 Monthly Recurring Revenue (MRR)
• $3.2 Million Annual Recurring Revenue (ARR)
• 60% Gross Margin (Up from 56% Over 3 Years)
• 94% Utilization Rate
• 4-Year Average Client Tenure
• Proprietary Accounting IQ Software Platform
• 100% Remote Operating Model
• 100% U.S.-Based Team of Financial Professionals
• 6,500+ Executive Contacts in CRM for Marketing
• Recognized Multiple Times as a Best Workplace
• Strong Presence in National Executive Networks
• Expansion Ready for Legal, eCommerce, and Non-Profit Sectors

While the firm’s reputation and client referrals drive the majority of new business, its professional visibility is supported by consistent LinkedIn thought leadership, monthly campaigns to a proprietary list of 6,500+ executive contacts, and a strong presence within national business networks. The company is especially well-positioned to expand into high-opportunity verticals such as eCommerce, Legal, and Non-Profit sectors—markets with increasing demand for agile, outsourced financial leadership. Additionally, licensing or scaling the proprietary accounting platform opens a pathway for SaaS-driven recurring revenue.

An acquirer will inherit a battle-tested team of U.S.-based professionals, exceptional internal systems, and a sterling brand built on trust, transparency, and performance. With multiple Best Workplace accolades and an emphasis on employee engagement, this firm is not only built to scale—but built to last.

This is a rare opportunity to acquire a modern finance platform with recurring revenue, proprietary IP, and strong long-term retention—making it an exceptional asset for a large array of strategic buyers, private equity groups and peers in the Fractional CFO and Accounting ecosystems that are looking to expand in the B2B services or FinTech space.

Contact WebsiteClosers® to learn more.

WC 3746 >>

Contact the Seller:

To request more information regarding this listing, simply check the ADD TO REQUEST INFO BASKET button (above Quick Facts) and when you are done searching and have made all your selections, simply click on the REQUEST FREE INFO button at the bottom of this page.

Reason for Selling:

Additional Details:

Relevant Links:

• View more Florida businesses for sale
• View more Businesses For Sale in the same industry
• Sell a business online
• Find a business broker