Request More Information Contact the Seller
- RE: Fractional CFO & Bookkeeping
- Contact: Holly
Quick Facts
| Asking Price: | $185,000 | |
| Annual Revenue: | $240,000 | |
| Net Profit: | $130,000 | |
| Cash Flow: | $130,000 | |
| Total Debt: | Not Disclosed | |
| FF&E: | Not Disclosed | |
| Real Estate: | Not Disclosed | |
| Year Established: | 2019 | |
| Employees: | 1 | |
| BBN Listing #: | 1005489 | |
| Broker Reference #: | Not Disclosed |
Business Overview:
Established fractional CFO and bookkeeping practice serving small to mid-sized businesses in the greater Austin area. This turnkey operation offers comprehensive financial services, including monthly bookkeeping, financial reporting, cash flow management, and strategic CFO advisory. The business has built a loyal client base with recurring revenue streams and strong retention rates. Services are delivered remotely using cloud-based accounting platforms, allowing for flexible operations. The current owner has developed efficient systems and processes that enable high-quality service delivery with minimal overhead. Ideal opportunity for a CPA, financial professional, or entrepreneur looking to enter the growing fractional CFO market.
Contact the Seller:
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Property Features and Assets:
This is a fully remote, home-based operation requiring no physical office space. Assets included in the sale are comprehensive client files and documentation, established accounting software subscriptions and integrations, proprietary financial reporting templates, standard operating procedures, and all client contracts. The business utilizes industry-leading cloud platforms including QuickBooks Online and various financial planning tools. All systems are fully documented for seamless transition to new ownership.
Market Competition and Expansion:
Austin's thriving small business ecosystem creates strong demand for fractional financial services. The market includes traditional CPA firms and independent bookkeepers, but few offer the comprehensive fractional CFO model this business provides. Expansion opportunities include adding new clients in adjacent markets, introducing additional service tiers, developing industry specializations, or expanding geographically to serve clients in other Texas metros. The remote service model allows for scalable growth without significant overhead increases.Services: FinanAustin's thriving small business ecosystem creates strong demand for fractional financial services. The market includes traditional CPA firms and independent bookkeepers, but few offer the comprehensive fractional CFO model this business provides. Expansion opportunities include adding new clients in adjacent markets, introducing additional service tiers, developing industry specializations, or expanding geographically to serve clients in other Texas metros. The remote service model allows for scalable growth without significant overhead increases.Â
Reason for Selling:
Pursuing other ventures. Kindly ask the seller for more information.
Additional Details:
- The property is Leased.
- The owner is willing to train/assist the new owner.
- This is a homebased business opportunity.
- This is not a franchise resale opportunity
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