Virtual EA Firm

NEW

This boutique firm is a fully virtual, full service firm providing CAS and tax preparation services to cannabis clients nationwide. With strong systems and standards in place, the firm is stable and ready to be transferred to a new owner. Most clients have been converted to flat-rate billing, providing consistent revenues. The seller only works part-time in the firm and is seeking a buyer to focus on other business interests. The seller and current staff are willing to assist with a smooth transition to a new team.

Asking Price

$595,000

Annual Gross

$500,000

Revenue Breakdown:

75% Bookkeeping and payroll

3% Income tax preparation services for individuals

18% Income tax preparation services for business clients

4% Non-tax consulting, 1099s, state taxes, excise taxes, misc.

I Want to Know More About this Listing!

How to Buy with Confidence

Our experience in the industry makes the transaction simple.

Icon of person with options surrounding them

Phase 1:

Locating a Firm to Purchase

Start by analyzing your strengths to determine the ideal firm size and client mix for you. Assemble your team of advisors, get pre-approved for financing, and begin identifying acquisitions that are the right cultural and professional fit.

Phase 2:

Negotiations and Due Diligence

Bring a fair offer to the table that addresses price, terms, and any employment contract for the seller. After executing an offer or LOI, conduct a thorough review of tax returns, financials, and client demographics to confirm the firm's value.

Phase 3:

Closing and Transition

Finalize your closing documents, fund the purchase, and begin building relationships with clients and staff. A clear transition plan — often with the seller staying on briefly to assist with client retention and a smooth handoff.

Don't See What You're Looking For?

Be among the first to know when new listings become available in your area.