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Business Services · California

Virtual Tax and Advisory Firm in California

Main Street

$1,875,000

Asking price
$1.88M

93% above median ($973K)

EBITDA
—
Revenue
$1.25M

16% below median ($1.49M)

Multiple
—
Margin
—

About this business

This California-based virtual tax and advisory firm offers comprehensive services for small and closely held businesses, focusing heavily on Xero. The firm's stable revenue stream is bolstered by a significant portion of recurring fees, ensuring predictable income.

  • 62% of revenue is from recurring monthly fees
  • Projected growth of 10% in 2026
  • Strong referral partnership with Xero
  • Owner works around 1,900 hours annually

Business details

Category
Business Services
Business type
Main Street
Location
California
Reason for selling
Other
Listing ID
CP2044

Listing history

  1. Listed · Nov 3, 2026

    Asking $1,875,000

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