Virtual CPA Firm Steady Monthly Recurring Revenue

This virtual CPA firm specializes in serving medical professionals and generates exceptional cash flow of over 90% to the owner ($640,000 in 2025). Projected revenue of $750,000+ in 2026. The practice is built on a foundation of recurring monthly bookkeeping services, with associated business and personal tax preparation creating additional revenue streams. The client base focuses primarily on medical practices including clinics and anesthesiologists, a high-growth niche with strong expansion potential. The owner strategically reviews fees annually on a client-by-client basis and has deliberately curated the client roster to maintain a proactive service model, creating capacity for growth without overextension.
The firm’s client base consists primarily of young professionals at the early stages of their careers or launching their own businesses. Many of these clients have expressed interest in expanded services such as payroll, wealth management, deeper tax planning, and more comprehensive bookkeeping, creating clear opportunities to increase revenue per client.
Currently the owner handles all work, but owner hours are flexible and manageable. Someone with a team or even admin staff could help this firm scale even more!
Highlights:
● 90% cash flow to owner!
● 2026 projected revenue exceeding $750,000
● Majority is recurring monthly revenue
● High growth Medical Niche

Ideal Buyer:
The ideal buyer could be a larger firm with more to offer this niche client base, or an individual looking for an established virtual firm. Although a CPA is not required, it would be beneficial.