Virtual Bookkeeping Business For Sale

Confidential Information Memorandum
Executive Summary -- Stable Bookkeeping Income PLUS additional Other Income (tax, consulting and CFO)
PV23 Bookkeeping (PV) is a well-established virtual bookkeeping company that has recently undergone a strategic shift to focus on Tax Services and Consultations. With a strong foundation, the company is positioned for growth and continued success.

Our mission is to provide exceptional financial services, with a vision of becoming a trusted partner in our clients' financial success.

Products and Services
PV specializes in providing top-notch Accounting (Bookkeeping) services to clients nationwide. With a client base of approaching 30, PV has not only maintained their customer relationships through exceptional service but has also garnered numerous referrals, a testament to their commitment to client satisfaction and quality.

Financial Information
Below are the financials.

2024 Financials

Account 2024

Income
Bookkeeping Services 121,868.00
Total Income 121,868.00


Total Cost of Goods Sold 19,607

Gross Profit 102,261

Operating Expenses
Bank Service Charges 1,231
Interest Expense 0.00
Practice Development 0.00

Net Income 101,030
Employee Information
The bookkeeping division comprises a team of 3 dedicated professionals, including 1p/t Accounts Manager and 2 skilled p/t Bookkeepers.

Facilities and Equipment
PV operates on a fully remote basis, utilizing state-of-the-art tools and software to streamline operations:

● Xero Accounting
● QuickBooks Online
● Liscio
● ClickUp
● A2X Accounting

Asset
PV will sell >$90,000 in total quality client “trailing” revenue. The price is 1.5 times multiple so $135,000usd. All clients are virtual.

Valuation & Rationale
An extensive review of comparable listings in major markets—Denver, WA D.C., Los Angeles, Houston, Miami, and Seattle—indicates that similar businesses trade at a revenue multiple of approximately 1.73×.

Hurry-- contact us today for details.