$460K EBITDA Outsourced CFO & Controller Services in Roseville

A boutique, U.S.-based advisory firm providing outsourced controller, accounting and CFO services to venture-backed SaaS, biotech and life-science companies. The company operates a 100% remote, cloud-based practice with a proprietary practice-management system and a team of U.S. professionals (CPAs and controllers). Revenue grew from ~$183K in 2023 to over $1.0M in 2024 with strong adjusted EBITDA margins, driven primarily by high-value controller/CFO engagements. The business differentiates on quality (no offshore bookkeeping) and deep vertical expertise serving startups. (PLEASE DO NOT REQUEST AN NDA ON THIS PLATFORM, WE RARELY CHECK IT. EMAIL IF INTERESTED.) Email David Chua: redacted for more info.