Brannon Poe

-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

-Consistent Year-Over-Year Growth-2024 Revenue: $962,436 | 2025 Projection: $1,000,000+-Talented and collaborative client-facing staff Located in the Greater Philadelphia Area, this CPA firm has established itself as a trusted partner to a loyaland growing client base by delivering high-quality service, responsive support, and long-term relationship value. The practice serves a mix of small businesses, real estate professionals, and individuals. Operations are highly efficient, supported by cloud-based tools and an experienced, well-aligned team. The firm maintains a client-friendly approach, prioritizing responsiveness, clarity, and proactive communication. Staff enjoy a professional yet relaxed work environment, and client interactions are handled with both expertise and care.This is an excellent opportunity for a buyer seeking a well-run, profitable, and reputable firm with a strong foundation and clear avenues for ... Less

-$326,616 (2024), $360,000 (2025 Projected) ~40% Cash to Owner-Established client relationships with steady recurring revenue-Professionally renovated office space with convenient access and ample parking-Great opportunity for a first-time buyerA new owner could take this well-established firm to the next level by building on its strong foundation. The practice serves a diverse client base with a service mix anchored in individual tax preparation, supplemented by bookkeeping, business tax, accounting, and advisory services. Staff are experienced, client-facing professionals who manage a broad scope of responsibilities, allowing the owner to concentrate on high-value billable work and overall firm oversight.Ideal BuyerA consistent revenue mix and loyal client relationships make this Connecticut firm an appealing opportunity for a buyer seeking an established foothold in a strong local market. ... Less

-$819,458 (2024), $825,000 (2025 projection) ~44% Cash to Owner -Stable client base with diverse revenue streams across tax and bookkeeping services -Experienced, client-facing staff with long-term tenure -Cloud-based, secure, and efficient operational infrastructureThis well-established hybrid CPA practice operates with an experienced team, providing a blend of tax preparation, bookkeeping, and advisory services to a loyal client base. The practice uses a cloud-based technology stack, with secure hosting and industry-standard accounting and tax software. The firm has a mix of remote and local staff. While the client base is accustomed to remote interaction, there is an office space with easy accessibility and ample parking, allowing flexibility for the new owner to either maintain the current office, relocate the firm, or take this hybrid firm to a full-cloud model.Ideal Buyer:This practice is well-suited for both a ... Less

-There are over 5 CPAs on staff-Cashflow averaging $750,000 a year-Half of the staff have been with the firm for over 12 years and have extensive /highly specialized tax expertise-High Fees – Business tax (includes some advisory) is $4,700 and personal tax is $1,400. Tax services make up 74% and other, estate, bookkeeping, and compilations the remainder.-Owner is open to staying on for the right buyer situationThis well-established CPA firm enjoys a loyal, long-term staff and client base, with a particular strength in real estate clients. The real strength of this firm lies in its exceptional staff, which will provide an incoming owner with rare operational stability. This team is not only productive but deeply invested in client success and firm continuity. The team culture is one of trust, independence, and professionalism—employees are supported with flexibility, full benefits, and ongoing education. A buyer looking for a ... 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

-Cash flow exceeding $450,000-Owner hours are only 1,500 per year-Desirable client base-Located near downtown HoustonThis well-established CPA firm operates on a value-based business model, enabling higher-than-average fees and strong profitability. Strategically located in a prime area near downtown Houston, the firm serves a diverse client base across a variety of industries such as food processing, real estate, automotive, software development, and service-based businesses. With cash flow consistently exceeding $450,000 and owner hours averaging just 1,500 annually, the practice delivers an attractive balance of income and lifestyle. The current owner is committed to supporting a smooth transition and is willing to remain on board to help introduce new clients, providing stability and growth opportunities for the buyer. This is a rare chance to acquire a profitable practice in a thriving market.Ideal Buyer:The ideal buyer ... Less

• Young, energetic owner committed to staying 10+ years to run and grow the firm.• Selling 70–100% equity, with plans to offer key employees an ownership stake.• 3+ CPAs on staff and over 20 employees.• High-net-worth clients with strong loyalty and consistent referrals.• 78% of services tied to business clients.This firm is seeking a buyer to purchase between 70–100% equity and continue scaling in South Carolina alongside the young owner. Services are comprised of 78% business services—including tax, bookkeeping, and advisory—and 22% personal tax.The foundation is built for scale: standardized workflows, advanced cloud-based systems, and a team capable of operating with minimal supervision. Revenue is diversified across tax, compliance, and advisory engagements, with premium pricing supported by long-term client relationships and consistent referral sources. The current structure already supports 48% revenue margins in early ... 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 consistently over 60%-Owner hours are only 1,500 per year-Wait list of new clients-Amazing referral sourcesThis completely virtual firm is designed for modern, streamlined operations, with proven systems in place to support a seamless transition for a new owner. The client base is primarily young and tech-savvy, fully trained in virtual workflows, which makes remote service delivery both efficient and effective. Focused on proactive tax planning, the firm plays a key role in helping clients meet their financial goals—all while achieving an impressive cash flow of over 60% with owner hours only 1,500 per year! A contracted bookkeeper assists with overflow work and acts as a reliable referral source, adding to the firm’s organic growth. The current team has the capacity to take on more accounting work, and there's already a waiting list of potential new clients. With a strong concentration in the healthcare sector and ... 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

-Annual Gross Projections for 2025 are $800,000-Cash flow to owner is rising and year to date is already over 2024-year end -Well established in the community for over 30 years-Strong staff and loyal clients-Owner willing to stay onThis well-established hybrid CPA firm offers personalized in-person service and flexible remote work options. All but one team member have remote capabilities and the team enjoys lots of flexibility in the off season. With a loyal, steadily growing client base and a reputation for responsiveness and quality, the firm is known for its comprehensive offerings, including audits, compilations, and attestation services. The audit work could be carved out for the right purchaser or even delegated to an existing member of the team with audit experience. Annual fee increases and strong client retention contribute to reliable revenue, while the experienced, self-sufficient team thrives in a supportive, ... Less

-Cash flow is approximately 40%-Great location within the 285 in Atlanta-Trusted reputation within the community for over 50 yearsThis well-established CPA firm has been a trusted presence in its community for over 50 years, earning a reputation for reliability and exceptional client service. The firm boasts a loyal and diverse client base, with most relationships spanning over 15 years. Located in a professional, high-growth area, the firm primarily serves small businesses and has embraced modern practices. This firm’s operations are 90% paperless and all audit work is conducted remotely. Roughly 10% of clients prefer in-person meetings which allows for efficient operations and flexibility. With strong client retention, streamlined systems, and impressive cash flow at approximately 40%, this firm offers a solid foundation and significant opportunities for continued growth under new ownership.Ideal Buyer:The ideal buyer will ... 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

-CAAS services are billed on a recurring fixed fee basis with a packaged structure-50% Cashflow -Average CAAS fees are $3,500, and business tax is $1900-Several remote employees, with only 1 going into a small executive work space (this employee would prefer to be remote).-Established systems in place – this firm is a leader in technology and processesClients are startups, high-growth, or mature companies from a range of industries, including construction, manufacturing, law, real estate, etc. This is a full-service firm focused on serving business clients. Services include 32% CAAS services, 37% business tax, and 30% personal tax with 36% of personal returns related to a business return. This CAAS and tax firm features turn-key systems designed to track workflow and support a healthy work-life balance efficiently. Operations are largely streamlined, with one employee handling in-office tasks such as scanning and receiving ... Less

-Cash flow at 65%-Owner hours 650 per year-Remote capabilities This well-established firm combines high-quality, cost-effective services with a personal touch, earning the trust and loyalty of long-term clients and staff alike. With minimal turnover and a collaborative culture, the team operates efficiently and independently. Cash flow to owner is an impressive 65% and owner hours are only 650 per year! Annual fee increases support steady revenue, and the firm offers flexibility with remote operations while maintaining a fun, balanced work environment. This firm is based out of a home office where staff and some clients still meet in person but could be transitioned fully to the cloud! With a list price approximately 2x cashflow to owner, this is a firm not to be missed. Ideal Buyer:The ideal buyer will bring expertise in multi-state taxation and possess strong tax return preparation and review skills. They should have the ... Less

• Cash flow to owner 50%• Owner hours less than 2,000• Recession proof nicheThis virtual, two-partner CPA firm offers an exceptional opportunity for growth and profitability. Renowned for its outstanding reputation and client-first service, the firm serves businesses in over 30 states and has carved out a strong, recession-resistant niche within the healthcare sector. With highly efficient, turn-key systems in place, the firm operates smoothly and delivers consistent performance year after year. It boasts fantastic cash flow exceeding 50% and benefits from annual fee increases. Despite its strong financials, each partner works fewer than 2,000 hours annually, making it an ideal acquisition for a buyer seeking scalability, operational strength, and true work-life balance.Ideal Buyer:The ideal buyer will bring experience in the medical industry and share the firm’s core values: Service with Purpose, Excellence and Integrity, ... Less

-Owner hours only 1,300!-95% paperless-20% revenue increaseThis nearly 20-year-old bookkeeping firm presents an excellent opportunity for a buyer seeking a turnkey operation with a trusted reputation, a dedicated team, and a strong growth trajectory. With consistent revenue and a projected 20% increase for 2025, the firm delivers high-quality, easy-to-understand service that clients value. The experienced staff are collaborative, independent, and capable of managing day-to-day operations, allowing the owner to work 1,300 hours per year! This firm is ~95% paperless and equipped for remote work which creates a flexible, modern work environment. With additional capacity to grow, strong client relationships, and a streamlined digital workflow, this firm is poised for continued success.Ideal Buyer:The ideal buyer is either based locally or can travel to the office several times a week and brings a strong vision for the firm’s next ... Less

-Over 7 dedicated and intelligent staff-Each owner works less than 2,000 hours annually-Located less than an hour to Jacksonville, FL!This well-established 2-partner CPA firm has been a trusted name for over 30 years in a rapidly growing area, earning a strong reputation for delivering respected, knowledgeable, and insightful service. With a loyal team of 7+ experienced professionals—most of whom have been with the firm for over a decade—the business operates with minimal oversight, empowering staff to focus on the areas they enjoy and perform best in.Revenue has shown impressive year-over-year growth, accompanied by strong cash flow consistently exceeding 40%! With each partner averaging around 2,000 work hours annually, this is an outstanding opportunity for buyers seeking a stable and profitable practice with a reputation for excellence!Ideal Buyer:The ideal buyer is a firm or individual with the capacity to maintain and ... 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

? Over $300,000 cash flow ? High Fees: Average personal returns - $1,200, business returns - $5,500 & Estate/trust average - $2,401? Loyal, Long-Term Client Base: Trusted advisor for multiple generations? Clear Growth Potential: Immediate opportunities to expand into business services, bookkeeping, and payroll for increased revenue? Excellent reputation and dedicated employee. ? Owner has established referral relationships with attorneys for Estate and Trust servicesThis is a great opportunity to acquire a boutique CPA firm that specializes in individual, corporate, estate and trust preparation. This firm is 64% personal tax, 14% business tax, and 22% estate and trust tax. The firm has built a reputation as a trusted family financial advisor and has an established, long-standing referral from attorneys. With an average of 50%+ cash flow margin, $738K in projected 2025 revenue, and consistent year-over-year growth, this ... Less

Highlights:• Cash flow over 70%!• Owner hours low at 1,250 per year!• 2 CPAs on staffThis top-performing virtual Accounting Firm uses a boutique, concierge-style approach to provide outstanding, relationship-driven service. Serving a small number of devoted customers, this firm provides all-inclusive accounting services that foster long-term relationships and trust. The firm combines strong technical capabilities with a client-first approach, supported by a committed and talented team that includes two CPA-certified contract employees. Owner hours average about 1,250 per year and cash flow to the owner exceeding 70%. This turnkey practice is a unique opportunity for buyers looking for excellent profits, low overhead, and a flexible, lifestyle-friendly operation because it has potential to develop and a scalable model currently in place.Ideal Buyer:The ideal buyer will have prior experience working for marketing communications ... 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

For high-net-worth businesses and clientele, this top CPA firm specializes in advanced tax strategy and complete tax planning services. The firm is committed to increasing financial growth and tax efficiency for its affluent clientele, and it has a solid reputation for providing knowledgeable advice and individualized solutions. Strong profitability and a streamlined structure are demonstrated by this highly efficient practice, which operates with an astonishing 70% cash flow margin. The firm’s high level of competence and premium service are reflected in its typical personal tax return price of $3,000.The firm guarantees excellent service and painstaking attention to detail. The practice maintains its profitability and leanness without hiring more employees, making it a rare opportunity for a buyer looking for a reputable, high-margin tax advice firm with a devoted, affluent clientele.Highlights:-Cash flow of 70%-High ... 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

*purchase price pre-approved by lender*-Owner hours less than 1,800-Cash flow exceeding 60%-Revenue growth of 13% from 2023-2024This is a rare opportunity to own a highly successful and well-established CPA firm with an incredible foundation of excellent client service, strong team dynamics, and a focus on work-life balance. This two-partner firm has been carefully cultivated to require less than 1,800 owner hours per year while boasting a strong cash flow—exceeding 60%! Despite operating locally, the firm has adopted a paperless workflow and is completely capable of working remotely. Clients come from a wide range of industries, including engineering, logging, and construction. The firm boasts great client retention and referrals due to its solid reputation for professionalism and dependability. This is an ideal chance for a buyer to acquire a well-oiled firm with strong cash flow, devoted clientele, and an outstanding ... Less

Highlights:-Less than 2,000 owner hours!-Over 60% cash flow-Fantastic client and staff tenure-Flexible scheduleThis reputable CPA practice is well-known for its unrelenting dedication to resolving customer issues and putting their best interests first. By offering individualized, customized services, the company has built trust and enduring connections with its devoted clientele. This firm continues to be extremely productive and provides expert-level services while enjoying a laid-back office atmosphere. While the off-season permits the freedom of remote work, staff works on-site throughout tax season to guarantee seamless client interactions. The owner enjoys a flexible schedule that allows for a good work-life balance, which includes time for leisure activities such as a game of golf!This firm has amazing potential to continue growing and is well-positioned to do so. With owner hours less than 2,000 per year and exceptional ... Less

-Cashflow is over $650,000 and continues to grow annually-Owner hours are only 1,900-Annual revenue growth is between $130,000 and $250,000-Less than 5% of clients meet in office-Very strong fees with average return over $3,300-45% is in the attestation services and 45% in tax preparation with 10% in business advisory. There is a large opportunity to grow the advisory services.-Incredible staff many have been with the firm over 5 years and several are CPAsThis reputable CPA firm for sale in Dallas, /Fort Worth, provides a wide range of services, including tax, attestation, and business advising, to business clients and their owners. With revenue consistently growing between $130,000 and $250,000 annually, this practice has established a strong, specialized clientele that guarantees sustainable income and ongoing growth. Their special niche has continued to expand each year and will be an incredible opportunity for additional ... Less

This well-known, full-service CPA firm for sale in Alberta has two partners and provides a variety of financial services, including bookkeeping, tax planning and preparation, audits, reviews and compilations, and payroll administration. Known for offering individualized, customized solutions, the company develops close bonds with clients in order to ensure an extensive understanding of their unique needs and objectives.With a strong focus on client success and service, the business is a terrific place to work and cultivates a culture that values flexibility and work-life balance. Employees benefit from flexible work schedules and continual learning and training opportunities, which promote both professional and personal development. This CPA firm is in a strong position to expand and has more room to take on new clients. This is a unique chance to acquire a successful CPA practice with a supportive and upbeat work ... Less

Founded in the mid-1980s, this CPA practice has built a devoted clientele and a reliable reputation. The company is loved for its welcoming, family-like environment, which makes both clients and staff feel important and respected. Numerous clients have remained with the firm for more than 20 years, solidifying this firm’s reputation and commitment to excellence. High-quality tax and tax planning services for clients in a variety of industries account for more than 60% of the firm’s mix.With a staff of extremely talented and driven individuals, the company takes great satisfaction in producing outstanding results. Thanks to their competitive pay, extensive benefits, and strong 401(k) plan, employees are well-compensated, which boosts morale and retention. Because of the collaborative environment inside the firm, jobs may be tackled with flexibility, which promotes employee happiness and operational efficiency.Year-over-year ... Less

This is a well-established and profitable (70%) full-service CAS and tax firm that works with both small and medium-sized businesses. This is a highly professional CPA practice with excellent staff who operate in a collaborative, professional environment with minimal supervision. Cloud platforms, along with practice management software, provide the owner critical insights into the practice while also providing clients with excellent value and a great client experience. This firm provides a full range of accounting and tax services, including bookkeeping, tax planning, payroll and consulting. The practice has earned a strong reputation as the ‘go-to’ firm for accounting and tax services along with consulting work. The client portfolio is demographically solid and secure with most clients having been with the practice for 3-10 years. The seasoned staff are recognized for their innovative, out-of-the-box solutions, ensuring they ... Less

Discover a top-tier CPA firm renowned for its excellence in accounting, tax preparation, tax planning, and payroll services. Notably, this firm does not engage in audits or reviews. Their primary focus is centered on delivering unparalleled client satisfaction, consistently addressing their financial challenges and objectives. This dedication is reflected in the enduring client relationships, sustained annual revenue growth, and an impressive cash flow consistently exceeding 55%. This firm has been in operation for over twenty years and has a client base of small businesses and individuals who are loyal to the firm.While the revenue increase in 2022 and 2023 was largely attributed to ERTC-related work, please note that this particular revenue stream may not recur. Additionally, the seller intends to retain approximately $25,000 worth of work completed for family members. The gross revenue being offered for sale amounts to ... 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

Firm Highlights:-Seller is open to seller financing -Majority are business clients, with growing accounting and tax needs-Consistent revenue growth and 70% cashflow to owner!-Dedicated staff that all want to stay on with a new buyer-The firm has great fees with average personal return is over $1,000 and business return is $2,100!For almost 40 years, this personable CPA firm has experienced exceptional revenue growth and offers outstanding cash flow to owner, at 70%! The firm consistently produces excellent work in a timely manner with personal care. The owner takes the time to talk and explain a client’s financials. The practice has a client-centric strategy that makes each client feel important.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 trusted financial ... 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

*Purchase price approved by lender*-Cashflow to owner consistently over 40%-Remote capability-All work papers scanned, pdfs-Consistent revenue growth-Recent billing rate increase of 10%This is a traditional firm with remote capabilities that has established a solid base for growth, as seen by a recent 10% billing rate increase that highlights its impressive revenue trend. Cashflow to owner is over 40%! This firm currently scans all workpapers, saves tax returns as pdfs, and has the capability to work remote.The team members are loyal and dedicated to providing the utmost quality service to their clients. The current owner has an open management style where staff are comfortable asking questions or for help but are not micromanaged day to day.At present, this firm is turning away potential work in order to stay focused on current clients. There is plenty of potential to grow this practice with excess capacity.Ideal Buyer:The ... Less