Online accounting firm for a niche

Small business owners in your niche anywhere in the country who prefer working by video call and secure portal.

Fixed monthly packages by service level, plus add-ons like payroll, catch-up cleanup projects and annual tax filing. You can add staff or contractors as client numbers grow.

• Strong accounting and tax knowledge for your niche
• Online marketing and networking
• Managing deadlines across many clients
• Clear written communication

• If you serve clients in other states, check each state's rules on licensing, tax filings and who may perform attest or CPA-only work
• Professional liability (errors and omissions) insurance
• Tax preparers generally need a PTIN, and rules on representing clients before the IRS vary, so check current IRS guidance
• Data security and privacy duties for storing clients' financial information
• Pricing too low at the start, since monthly clients take time to onboard and manage

Startup costs are typically estimated at around $1,500 to $7,000, depending on your software, website, marketing, insurance and secure client portal. Costs vary with how much you invest in reaching your chosen niche.

Estimated monthly revenue is typically around $1,500 to $7,500, depending on how many monthly clients you take on, your package pricing and your hours. The estimate assumes at least about 15 hours a week.

Check each state's rules on licensing, tax filings and who may do attest or CPA-only work. Also check current IRS guidance on PTINs and representing clients, professional liability insurance, and your data security and privacy duties.