Brannon Poe

-30%+ cash flow improvement over 24 months-100% MRR-based value pricing model with predictable revenue-80% Canadian, 20% US clients with North American expansion opportunity-Deep Big 4 talent with experienced senior-level professionals-Comprehensive tech stack enabling scalable, cloud-based delivery -Additional capacity for immediate growth without overhead increasesThis full-service finance and accounting firm is a technology-forward virtual CFO platform specializing in high-level CFO and FP&A solutions for fast-growing, venture-backed, and scaling companies. Operating on 100% value-based pricing delivered through a recurring subscription framework, the majority of engagements generate predictable Monthly Recurring Revenue (MRR). Premium pricing is supported by specialized expertise in venture-backed companies, demonstrated client outcomes, and high-touch CFO-level relationships with each carefully selected client.The firm ... Less

-Fully staffed with tenured professionals-Staff has remote capabilities     -Value billing -Projections for 2025 are $1,100,000 -One partner is willing to stay on post close as an employee for the right purchaserThis reputable CPA firm is built on a mission to transform the way clients manage their businesses by offering personalized accounting solutions tailored to each unique operation. With a firm belief that no two businesses are alike, the team provides individualized attention and a full suite of services, including monthly accounting, balance sheets, payroll, bookkeeping, tax planning, and tax preparation. The true strength of this firm lies in its team of long-tenured professionals who have been with the company for many years and are deeply committed to client success. The firm employs a value billing model. All clients are billed at the time services are rendered, resulting in minimal accounts receivable and strong ... Less

This well-established, three-partner CPA firm has been a trusted financial resource in Southern Vermont and Northern Massachusetts for decades offering a comprehensive suite of services including tax compliance and strategic tax planning, audit and assurance, and specialized estate and trust expertise, it’s known for its highly experienced and professional team. The firm has built its reputation on delivering attentive, client-focused service and maintaining long-standing relationships throughout the community. The practice serves a diverse and loyal client base that includes individuals, family-owned businesses, nonprofits, and closely held entities, providing stability and broad industry exposure. Operating from two highly desirable New England communities, the firm benefits from strong regional ties and recurring business, presenting an exceptional opportunity for a buyer seeking a respected, full-service practice with ... Less

-One CPA partner willing to stay on to run daily operations-Strong local reputation-Nearly 100% paperless with efficient systems-Young, productive team with low turnover-Annual fee increases already in place This CPA firm has built a strong local reputation in bookkeeping, tax prep, and attest work, all delivered with a genuine client-first approach. The client base is diverse, including non-profits, manufacturing, and other small businesses and individuals. The office is nearly 100% paperless, and the systems are efficient and scalable. Annual fee increases are already in place, which provides predictable revenue growth. One CPA partner is willing to stay on for the right buyer and can handle day-to-day operations, allowing for flexible ownership involvement.What really stands out is the culture. The team is young, highly productive, and genuinely engaged in their work. Leadership focuses on mentorship and professional ... Less

-Exceptional team: 3 CPAs, most staff 10-37 years tenure-Cash flow exceeding 40%-60+ years of established community reputationEstablished more than 60 years ago, this well-respected CPA firm offers a rare opportunity to acquire a practice with deep community roots, exceptional client service, and long-tenured staff. Serving a diverse client base, the firm has maintained steady, sustainable growth through a disciplined and selective approach to client acquisition that preserves its strong office culture. Stability is a defining feature of the practice, with most team members having been with the firm for over a decade, contributing to consistent service delivery and institutional knowledge. The four owners each work approximately 1,600 hours annually, and the firm generates cash flow margins exceeding 40%, supported by annual fee increases and efficient operations that are now 90% paperless. For continuity and ease of ... Less

-90% cash flow to owner!-2026 projected revenue exceeding $750,000-Majority is recurring monthly revenue-High growth Medical NicheThis virtual CPA firm specializes in serving medical professionals and generates exceptional cash flow of over 90% to the owner ($640,000 in 2025). Projected revenue of $750,000+ in 2026. The practice is built on a foundation of recurring monthly bookkeeping services, with associated business and personal tax preparation creating additional revenue streams. The client base focuses primarily on medical practices including clinics and anesthesiologists, a high-growth niche with strong expansion potential. The owner strategically reviews fees annually on a client-by-client basis and has deliberately curated the client roster to maintain a proactive service model, creating capacity for growth without overextension.The firm’s client base consists primarily of young professionals at the early stages of ... Less

-Purchase price approved by lender-Buyer could be remote-100% paperless office-Located is a great area near downtown San Antonio-Cashflow to owner is 45%Located in a sought-after area, this well-established firm provides exceptional service for complex client needs across a wide range of industries, including construction, medical, and service. Known for truly taking care of its clients, the practice continues to grow steadily through new engagements and long-standing relationships. With over 40 years of experience in both practice and teaching, the current owner has built a reputation for deep expertise and has equipped the staff with valuable knowledge and guidance. The firm is fully paperless with clear, well-documented processes, ensuring a smooth transition for a new owner.Only about 25% of clients opt for in-person visits, offering strong remote-work capability and flexibility for the buyer. This is a rare opportunity to ... Less

-Exceptional Reputation: Known for concierge-level service, rapid responsiveness, and deep client care.-Premium Fee Structure: With 82% focused on tax returns they command high fees due to premium services. Business return fee average is over $4,000 and personal is $2,000.-Operational Strength: Strong systems, remote-capable workflows, and a leadership structure that supports seamless daily operations.-High Net Worth & Stable Clients: The firm retained all clients after the retirement of a previous partner and continues to generate steady referrals.-Modernizing Infrastructure: Ongoing transition toward a fully paperless, virtual-ready environment.The owner is committed to remaining with the firm for 3–5 years, ensuring operational stability, knowledge transfer, and a seamless transition.This long-established San Fernando Valley CPA firm exemplifies concierge-level service, pairing decades of technical expertise with a deeply ... Less

-68% recurring bookkeeping revenue-Tax returns exclusively provided to bookkeeping clients, no stand alone 1040s!-Exceptional scalability with consistent year over year growth-Specialized niche in mental & behavioral health professionals-Current owner is willing to stay on for the right buyerThis fully virtual, nationwide CPA practice is a premier provider of subscription-based bookkeeping, tax compliance, and strategic advisory services exclusively to therapists, counselors, and psychologists. Generating approximately 68% of revenue from high-margin, recurring monthly bookkeeping engagements, the firm enjoys predictable cash flow, low client attrition, and strong operational efficiency. Its focused vertical specialization delivers a highly homogeneous and scalable work product that positions this firm as a rare “plug-and-play” with immediate profitability and significant runway for continued expansion.Having operated with ... Less

Key Strengths & Opportunities? Strong Financial Performance: $2.5M projected 2025 revenue with steady 10%+ annual fee increases.? Leadership Continuity: Two junior partners staying post-sale ensure smooth transition and client confidence. Over 20 employees with several CPAs and EAs. ? High-Value Client Base: Focused on real estate investors and business clients; reduced low-margin individual returns.? Scalable Team Structure: A Combination of skilled local staff and cost-effective offshore support drives profitability.? Expansion Potential: Opportunity to add financial planning, advisory, and marketing initiatives for accelerated growth.This established Los Angeles area CPA firm has achieved 24% year-over-year growth and built a strong reputation for delivering high-level technical expertise, proactive client service, and steady profitability. Operating from two offices in affluent markets, the firm is powered by a highly ... Less

-perfect for an accounting professional ready to take the next step into ownership-2024 cash flow exceeding 45%-Systems are in place for a seamless transition-Individual owner hours are less than 2,000This high-quality franchised Business Services firm offers a full range of advisory, tax planning, and business accounting solutions for small business owners. Fully turnkey and supported by established systems, this firm has comprehensive back-office operations. The new owner can step in and run the business smoothly from day one. As part of a respected national franchise network, the firm benefits from exceptional tax service support, proven operational processes, and ongoing training and resources designed to drive success. With a 2024 owner cash flow exceeding 45%, this opportunity is ideal for an entrepreneur or financial professional seeking a well-established, scalable business with a strong foundation and continued growth ... Less

? Cash flow exceeding 50%? Fantastic reputation with quality referral sources? Scalable and ready for growthFounded in 2002, this boutique-style CPA firm has built a strong reputation for personalized, high-quality service across a diverse range of industries, including social media influencers, churches, medical professionals, and real estate clients. Known for its high-touch, relationship-driven approach, the firm caters primarily to high-net-worth individuals who value trusted financial guidance and long-term partnership. With a dedicated team that meets clients where they are in life, the firm has cultivated deep loyalty and consistent referrals. Financially sound and efficiently operated, the practice boasts an impressive cash flow exceeding 50%, making it an excellent opportunity for a buyer seeking a stable, profitable firm with a sophisticated client base and room for continued growth.Ideal Buyer:The ideal buyer will ... Less

-Cash Flow is close to over 650,000 in 2024 and projected around 800,000. -Owner hours are 400!-Proven Growth: 27% annual average growth and consistent fee increase twice yearly.-Exceptional Team: Loyal, well-trained offshore staff manage all client operations independently.-High fees: Business tax packages around $6,800.This long-established, fully virtual CAAS firm projects $1.45M in 2025 revenue and an exceptional cash flow between 40-60% to the owner, with minimal owner hours (<400 per year). The firm's services include 53% business tax, 36% bookkeeping, and 12% tax planning (which has increasing demand). Serving marketing, e-commerce, real estate, and professional-services clients nationwide, the firm enjoys an average annual growth rate of 25%. The team is highly independent—largely offshore, loyal, and expertly trained—managing the full client lifecycle through seamless systems. The firm’s twice-yearly automatic fee ... Less

-Projected revenue of $1,700,000 for 2025-Well-established real estate niche-Fantastic location between Los Angeles and San DiegoThis 2-partner boutique firm specializes in serving high-net-worth clients and has a well-established niche in real estate. Strategically scaled down to provide personalized, high-quality service, this firm allows its partners to focus on growth opportunities rather than the administrative demands of managing a large team. Located in a prime area in Orange County, the firm benefits from a desirable client base and strong market presence. The firm has demonstrated steady year-over-year growth and is projecting revenue of approximately $1,700,000 for 2025, making it an exceptional opportunity for a buyer seeking a refined, profitable, and well-positioned Southern California practice.Ideal Buyer:The ideal buyer will be a CPA who takes a hands-on approach to client relationships and is dedicated to ... Less

- purchase price pre-approved by lender-2024 cash flow $665,000-Strong projections-Owner is willing to stay on -Located in Tampa/Orlando areaThis well-established firm located in the Tampa/Orlando area, is known for its outstanding reputation, long-term client relationships, and exceptional service quality. The practice serves a diverse range of industries while maintaining a selective approach to onboarding, resulting in a strong base of high-net-worth clients. With cash flow exceeding 45% ($665,000 in 2024) and the current owner wanting to remain employed, the firm offers both stability and growth potential in a thriving market.The ideal candidate will have 5–10 years of tax experience and a strong track record of maintaining high-quality client service. They should understand and respect the firm’s established culture and foundation while bringing the vision and experience to grow it. They should ideally have prior ... Less

-Owner hours less than 2,000-Strong niche in TV and film production-Fully staffed leaving the owner to focus on growthThis fully virtual accounting firm has established a strong niche serving clients in the rapidly evolving TV and film production industry while expanding into the growing world of content creators, podcasters, and YouTubers. Designed for scalability, the firm is supported by a network of highly skilled CFO-level contractors ready to provide fractional CFO services, along with a full team in place to seamlessly manage client work. This frees the owner to focus on business development and growth. With streamlined systems, a pool of experienced production accountants, and deep industry connections, the firm is well-positioned to expand its reach. Serving clients and employing staff nationwide, the practice operates with a forward-thinking, innovative culture that prioritizes continuous improvement in client ... Less

-Cash flow to owners at $396,000-2025 projected at $1.1 million-both partners willing to stay on after closing-Fully staffedLocated in a highly desirable area of the West Denver Metro, this well-established two-partner firm serves a loyal client base that spans a variety of industries, including high-net-worth individuals. Renowned for its deep expertise in tax, the firm has cultivated long-term client relationships built on trust, flexibility, and personalized service. Many clients continue to value in-person interactions and traditional document drop-offs, reflecting the firm’s approachable and accommodating style. With 2024 cash flow exceeding 40% ($396,000), the practice offers both profitability and stability, presenting a projected 2025 revenue at $1.1 million! With both partners willing to stay on after closing, this firm is an excellent opportunity for a buyer seeking to acquire a respected, community-rooted firm with ... Less

-Cash flow last year was over $550,000, and 2025 is projected to hit over $650,000-Value billing-Located in a high-growth area-Audit average fees are $40,000-2024 was $1,020,958 and 2025 Projection is $1,200,000This established CPA firm has built a strong reputation in the community for over 30 years and is strategically located in a fast-growing area with minimal competition. New client inquiries arrive daily, fueling a diverse and expanding client base across various industries, including manufacturing, medical management, and non-profit organizations. Service offerings are well-balanced, with 40% audit, 38% tax, 18% bookkeeping & payroll, and 4% other services. With an impressive 60% cash flow margin, the firm combines operational efficiency with outstanding profitability. This is a rare opportunity to acquire a highly respected practice in a booming market, offering immediate stability and significant potential for ... Less

-Owner hours less than 2,000-Cash flow approximately 50%-Staff has capacity for new workThis well-established firm is built on long-term client relationships and a highly personalized, concierge-style approach to service. The client base is diverse, spanning industries such as construction, real estate, and restaurants. Clients value the open-door policy of this firm, often choosing to drop off and pick up documents at the office. The experienced staff is capable, client-facing, and has the capacity to support additional work. With the owner working fewer than 2,000 hours annually and cash flow around 40%, the practice delivers both operational efficiency and consistent profitability. This makes it an excellent opportunity for a buyer looking to step into a trusted, well-run firm.Ideal Buyer:This CPA firm offers strong growth potential for a buyer ready to invest in strategic marketing and community engagement. With a solid ... Less

More than $140,000 in new client work secured 2026 cash flow projected to exceed 35% Phenomenal staffEstablished in 2016, this fast-growing, fully virtual CPA firm specializes in serving owner-managed companies and has achieved over 35% annual revenue growth. With more than $140,000 in new client work already in the pipeline, cash flow for 2026 is projected to exceed 35%. Over 90% of revenue comes from recurring bookkeeping and compilation services, ensuring stability and predictability.There is a ready-made team in place to support future growth. The firm has been strategically hiring to expand capacity, ensuring there is bandwidth to onboard and service new clients without operational strain. Operating entirely in the cloud with top-tier software and proven systems, this turnkey, scalable practice is a rare opportunity to acquire a profitable, modern firm perfectly positioned for continued success.Ideal Buyer:The ideal buyer ... Less

-Owner hours less than 2,000-Cash flow approximately 50%-Staff has capacity for new workThis well-established firm is built on long-term client relationships and a highly personalized, concierge-style approach to service. The client base is diverse, spanning industries such as construction, real estate, and restaurants. Clients value the open-door policy of this firm, often choosing to drop off and pick up documents at the office. The experienced staff is capable, client-facing, and has the capacity to support additional work. With the owner working fewer than 2,000 hours annually and cash flow around 40%, the practice delivers both operational efficiency and consistent profitability. This makes it an excellent opportunity for a buyer looking to step into a trusted, well-run firm.Ideal Buyer:This CPA firm offers strong growth potential for a buyer ready to invest in strategic marketing and community engagement. With a solid ... Less

-Owner is open to a consulting role or exiting. Owner is open to keeping equity with the right buyer.-All Value Billing, with billing taken upfront. No AR!-This firm is known for its fantastic quality of work in the audit sector and among pre-IPO platforms.-Cashflow for 2025 is projected to exceed $500,000.-Owner hours are only 1,200This fully virtual firm offers a rare opportunity with low owner hours—averaging just 1,200 per year—and outstanding cash flow exceeding 50%! The firm benefits from strong, reliable referral partners who consistently bring in new clients. It offers specialized niche tax, audit, and review services with very little competition, providing a strong market position and continued demand. This firm is mostly focused on small to medium-sized businesses, many of which are pre-IPO, across a range of industries. There is approximately 20% capacity for new clients, allowing room for growth, and the firm ... Less

-This firm offers a healthy mix of services with phenomenal average fees of $3,722 for personal tax returns and $7,500 for business returns. -This firm is well-staffed with over 7+ employees and 3 CPAs -Cash flow can be improved with simple price increasesEstablished for over 30 years, this CPA firm boasts a loyal client base. Many clients have been with the practice for decades, drawn by the high-quality work and strong client service. The firm has deep expertise in tax compliance, including about 25% of clients with foreign ties (EX: ownership interest in foreign businesses and/or foreign assets and income). The highly credentialed and experienced staff are the jewel of this firm! The tenured staff genuinely enjoy their work and thrive in the firm’s family-like environment. This positive culture contributes to high retention and a motivated team committed to delivering excellent service.Clients come from a variety of ... Less

-Cash flow exceeding 90%-Owner hours approx. 1,500 per year-Premium average feesThis well-curated book of business presents a rare opportunity for a buyer seeking exceptional profitability and a seamless transition. The client base has been carefully selected to align with the firm’s culture. It is comprised of appreciative, long-term clients who value individualized attention and are willing to pay a premium for high-quality service. The firm serves a diverse range of industries, including construction, manufacturing, distribution, and service-based businesses. With outstanding cash flow exceeding 90% and low owner hours at approximately 1,500 per year, this practice offers both flexibility and unmatched financial performance. Ideal for a buyer looking to step into a streamlined, high-return operation.Ideal Buyer:The ideal buyer will be responsive and easygoing, maintaining the approachable, supportive atmosphere that clients ... Less

• $828,120 revenue (2025) with $266,000 cash flow to owner • 30+ years serving the community • High-net-worth client base with strong retention • Qualified, self-motivated team in place • Owner willing to stay part-time for transition support • Consistent annual fee increases driving reliable revenue growthThis established hybrid CPA firm serves a diverse and growing base of high-net-worth clients through personalized, in-person service. The firm's commitment to responsiveness and client satisfaction has built long-term relationships and an outstanding reputation in the community. Services include bookkeeping, tax preparation, and select audit engagements, delivered by a qualified and self-motivated team.The practice has achieved consistent annual fee increases, reflecting strong client loyalty and solid market positioning. These systematic increases, combined with exceptional client retention, contribute to reliable revenue ... Less

-Cash flow was $656,000 in 2024-Experienced leadership team and highly skilled staff-20% additional capacity available (CAS and Tax) with the current team for easy growth-Premium pricing model—Bookkeeping average fee of $17,932-Strong client retention with a carefully curated client base-CAS services at 66% and tax services at 23% and 11% otherEstablished for over 15 years, this CAS and CPA firm is supported by a dedicated, long-term staff known for their reliability and deep industry expertise. This firm maintains strong cash flow, with services that include 66% bookkeeping, 23% tax, and 11% other. A key strength is its highly automated workflow system, which drives efficiency, ensures thorough documentation, and reflects a core philosophy of streamlining every process! The client portfolio has been strategically refined to maximize revenue, ensure strong client relationships, and foster an enjoyable, rewarding work-life ... Less

-2025 Projection is on track for $1,000,000-VAT Management services average around $13,000-30% of clients are over $20M in revenue and another 30% are over $10M. Several are multibillion dollar companies!-Solid 30 year reputation within the industry -Extensive network in EU and amazing referral sourcesThis is one stop Value Added Tax (VAT) shop that helps small to large Fortune 500 companies with the VAT issues they sometimes have when trading within the EU, UK, the rest of Europe, Australian and Japan. Many of the clients work with the Big Four accounting firms for tax & audit services but work with this firm since they are the expert in this niche. This well-established firm specializes in VAT services and has been a trusted name in the industry for over 30 years, known for its reliability and deep expertise VAT services, where it distinguishes itself from competitors. Although all clients are based in the U.S. or Canada, ... Less

-Owner hours less than 1,800-Cash flow averaging $500,000-Deep institutional knowledge is held by a thoughtfully selected and tenured team. Many staff members have been with the firm for over 20 years and are in their early 50s. Several CPAs and EAs-Revenue growth of 13% from 2023-2024-High fees with corporate returns averaging $2,800This is a great opportunity to acquire a CPA firm with nearly five decades of experience and community presence in the thriving Charlotte Metro Area. Specializing in business clients, the firm’s revenue mix is 69% business returns with an average fee of $2,800and 30% personal returns; the majority of which are tied to a business. This is a highly successful firm with an incredible foundation of excellent client service, strong team dynamics, and a focus on work-life balance. It is known for its deeply personal approach to client service, exceptional staff tenure, and consistent ... Less

• Price reduced, motivated seller!• Owner hours only 1,800!• Fee increases will add $60,000 in 2026.• Signed Engagement Agreements.• Seller willing to stay on part time.• Room to onboard new clients. Price reduced, and motivated seller for this well-established CPA firm for sale just outside Fayetteville, North Carolina. The firm features a loyal client base and a team of experienced, independent professionals known for their reliability and dedication. Located in a high-growth area, the firm has demonstrated steady year-over-year revenue growth, backed by a reputation for consistent, high-quality service. Recent fee increases will add $30,000 to cash flow in 2025. Staffed by long-tenured employees who excel in all areas of accounting and tax, the firm maintains high client satisfaction and has room to onboard new clients. The current owner works just 1,800 hours per year!Ideal Buyer:The ideal buyer would be a CPA with ... Less

This well-established book of business is now available! Although these clients come from a variety of industries, there are concentrations in contract labor, financial holdings, and agriculture. Requiring no audit work, the book of business offers a wide range of services, including business tax, personal tax and some estate planning. Clients are especially devoted to this firm because they value the seller’s extensive knowledge of estate matters and tax services pertaining to agriculture. This is a unique chance to purchase a very successful and loyal book of business, with an impressive cash flow to the owner of over 55%.Highlights:-Cash flow over 55%-No audit work-Consistent revenue from loyal clientsIdeal Buyer:The ideal buyer will be attentive, client-focused, and dedicated to offering outstanding service. Someone who appreciates developing sincere relationships with clients and is committed to comprehending and ... Less

This CPA firm is dedicated to providing clients with the highest level of service, ensuring clients receive personalized attention tailored to their unique needs. The team, consisting of both licensed and non-licensed professionals, is equipped to handle all accounting needs under one roof. They take pride in delivering comprehensive, customized solutions that help clients navigate their financial needs with confidence and ease.This is a CPA firm specializing in both government and non-profit audits. The firm is recognized for its comprehensive offerings, which allow it to serve a diverse client base with a wide range of accounting and advisory needs.The majority of new business is generated through strong client referrals and recommendations from other professionals, reflecting the firm’s stellar reputation. In addition to organic growth, the firm does formal marketing in the community.Currently 2 of the partners are willing ... Less

Highlights:-Purchase price pre-approved by lender-$275,000+ cash flow with fewer than 2,000 owner hours annually -57% of clients with the firm 13+ years - exceptional retention -Loyal CPA contractor of 26 years wants to remain with new owner -Flexible schedule with remote work in the off-seasonEstablished in 1990, this Greensboro CPA firm has built its reputation the old-fashioned way: by genuinely looking out for clients and taking the time to understand their needs. The practice is known for personalized service and strong relationships, with 57% of clients having been with the firm for 10 years or more. The client base is well-diversified across real estate, construction, retail, food service, and health industries, with a strong niche in real estate that a knowledgeable buyer can leverage and grow.The practice runs efficiently with the owner working fewer than 2,000 hours annually and generating $275,000 in cash flow. A ... Less

With over 40 years of dedicated service in the community, this 2-partner CPA firm has built a strong reputation for being highly responsive to clients’ needs. Each owner has their own clients but all expenses, employees and office space are shared. Services are well rounded. Revenue consists of mostly of business and personal tax and bookkeeping. Clients appreciate the time and care this firm takes to inform them of new tax changes that can provide significant financial benefits. Offering a wide range of services, this firm is a comprehensive support for businesses and individuals alike. Both owners are willing to continue working especially to continue to provide exceptional audit services. Cash flow to owner averages to 47%. The staff have excellent tenure and wish to stay to help ensure continuity and stability for the clients. The relaxed atmosphere and hybrid schedule allows staff to enjoy a work life balance while still ... Less

This established CPA firm in the Denver area boasts a remarkable 50%+ cash flow and a well-balanced workload, with the current owner working just 1,050 hours annually. The firm has fostered long-term, loyal relationships with clients and has seen steady revenue growth year after year. With an average fee of $3,000 per 1040, this firm is highly profitable and known for its expert service.The firm sets the gold standard for in-depth accounting advice, strategic business consulting, and lasting client relationships, particularly within the Denver area. Though modern and efficient, the business requires in-person management. Staff and the owner have remote work capabilities. Clients are primarily high-end professionals, especially in real estate, who appreciate the firm’s personalized, expert financial guidance. Many clients have trusted the firm for decades.Currently, the firm does not engage in any formal marketing, presenting a ... Less

This two-partner tax practice is well known for consistently producing excellent work in a timely manner. The practice has a client-centric strategy that makes each client feel important. The majority of the firm’s growth comes from happy clients and community referrals. There is currently capacity to take on new clients. Cash flow to owner is superb at over 60%!The firm has created a cooperative work environment where the dedicated employees can work together to ensure all client needs are met and retention is solid. This firm has made a name for itself by providing outstanding estate tax services and for their dedication to prompt, courteous client communications!New clients are calling this firm daily. The current owners have been selective in taking new clients due to capacity constraints and a desire to maintain current owner hours. The current firm owners are able to take extended vacations in the off season. This time ... Less