Virtual CPA Firm (Kentucky / Ohio Region)

This virtual, paperless accounting and tax practice serves a loyal, diverse client base spanning Kentucky, Ohio, and Indiana. The practice’s location-independent model means a buyer can operate it from virtually anywhere, offering the kind of lean overhead and flexibility that’s hard to find in a traditional brick-and-mortar firm.

Services include income tax preparation, tax consulting, bookkeeping, and sales tax preparation, supported by a fully cloud-based technology stack (ProConnect, QuickBooks Online, QuickBooks Time, and Onvio for document management and client portals). Most work is billed on a flat-fee basis, with bookkeeping billed monthly and current financial statements maintained throughout the year.

Owner hours are notably light outside of tax season, making this an attractive lifestyle opportunity as well as a sound acquisition. The seller is open to seller financing and will provide a reasonable transition period to support continuity for the existing client base.