Brannon Poe

-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

• Modernized, higher-value practice: Personal return average over $1,000. Business returns average $1,600.• Excellent financial controls: A/R reduced from 60% to under 5% through ACH billing, deposits, and consistent policies. Financial controls are well documented.• Remote-ready systems: Firm is 85% paperless, with staff primarily operating remotely, except 1, and the owner is fully remote.• Strong culture and staffing: Team embraces “extreme ownership,” technical accuracy, and transparent communication; staff are enthusiastic about the firm’s new direction. The remote model allows you to have solid staff despite the shortage of local accountants. • Expand services with existing: Opportunity to expand accounting services, add payroll services, and offer more advisory offerings that current clients desire. • New clients: There is a gap in the local market. There business owners in the city looking for firms that provide ... 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

Highlights:? 2 partners willing to stay past transition ? Average personal tax return exceeding $1,400? Annual fee increases of 5%This long-standing CPA firm, trusted for over 30 years, is renowned for delivering exceptional service and maintaining lasting client relationships across diverse industries. Supported by a loyal team and steady annual fee growth averaging 5%, the firm offers strong profitability and room for expansion. Clients value quality and are willing to pay premium fees, with the average personal return exceeding $1,400. The fully paperless, modern office ensures efficient operations while accommodating client preferences. Transition support is already in place as one partner will remain for an additional tax season in a reduced role, while the others plan to stay on for several more years. This will provide flexibility and continuity for a smooth handover. This is an excellent opportunity to acquire a ... 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

Key Strengths & Opportunities--High Average Fees – Controller + Bookkeeping average fee is over $60,000 and Bookkeeping is over $18,000 annually--High-Quality Team: Experienced, credentialed staff led by a Big-4-trained Director of Operations; all employees under non-competes.--Recurring Revenue Model: 95%+ predictable monthly income with automated billing and zero accounts receivable.--Turnkey Systems: Fully documented workflows, advanced cloud tools (QBO, Keeper, FinOptimal, Ignition), and seamless remote operations.--Expansion Potential: Ideal bolt-on for firms offering tax or financial services seeking to add CFO/advisory capabilities.This fully virtual, cloud-based CFO advisory firm has combined operational excellence, a highly autonomous team, and strong recurring revenue. With projected $1.2M in 2025 revenue and 33–45% cash flow to owner, the firm delivers outsourced CFO and controller services to businesses with ... Less

-Established CPA firm generating over $1.9M in annual revenue-Strong focus on audits, reviews, and tax services-Experienced, long-tenured staff with low turnoverLocated north of Boston, Massachusetts, this niche CPA practice specializes in non-profit audit and review engagements with a minor focus on HUD elderly housing projects. The hybrid work model allows experienced professionals to operate efficiently from home while maintaining seamless collaboration across the team. Quote from the Seller - “Our firm has built its reputation on trusted client relationships, advanced audit and accounting services, and consistent year-over-year growth. This acquisition presents an outstanding opportunity for a larger firm seeking to expand its footprint in the Massachusetts market or a practitioner looking to join an experienced team with a loyal, high-quality client base. We are committed to ensuring a smooth transition, complete client ... Less

? Strong Financials: $2.1M projected 2025 revenue; 3-year average growth of 18% per year; cash flow to owner 45-50%.? Real-Estate Niche: Deep relationships with developers, contractors, and investors; demand for ongoing tax strategy and financial-advisory support.? Elite Team & Culture: Credentialed, client-facing staff with long tenure, profit-linked bonuses (~1/3 of managed revenue), and EOS-based collaboration.? Operational Excellence: Engagement letter model, value pricing, and ACH billing eliminate A/R and maintain strong margins.? Scalable Platform: Modern tech stack, streamlined workflows, and leadership structure ideal for integration into a larger firm or investor platform.This is a rare opportunity to acquire 70–100% equity in a firm with institutional-level systems and untapped growth potential. The owner is seeking a larger platform or strategic partner to continue scaling. This practice is ideal for a family ... Less

Key Highlights:-Solid Profitability at 47%-Flexible Seller – willing to stay on in some capacity for the right buyer-No audits, no reviews and no compilations-Work/life balance is embedded in their culture with plenty of time off for family time, vacations, and holidays-Client industries served are real estate, distribution, small business, and moreThis CPA firm has earned a strong reputation for reliable partnership and corporate tax work. They deliver above and beyond service quality to high-net worth business owners who rely on their experienced but approachable staff.Staff are client-facing, professional, and confident in their roles. This is a financially healthy, well-organized practice with efficient systems and loyal clients—an ideal opportunity for a buyer to step into a stable, well-run operation with strong business clients already in place.Ideal Buyer:This firm’s strong team, established systems, and loyal business ... 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 exceeding $200,000-Located in a fast-growing area-Wait list of new clientsThis thriving hybrid CPA firm presents an exceptional opportunity for a buyer seeking both profitability and growth. Serving a diverse client base across industries nationwide, the practice offers a wide range of services that position it as a trusted advisor. Most clients prefer virtual interactions, appreciating the firm’s ability to relieve financial stress while providing high-quality, personalized service. With a strong reputation, steady referrals, and even a waiting list of new clients, demand is consistently on the rise. Strategically located in a fast-growing area and supported by capable, tech-savvy staff, the firm runs efficiently with cash flow exceeding $200,000. Combining flexibility, stability, and capacity for expansion, this opportunity is perfectly suited for a growth-minded buyer.Ideal Buyer:The ideal buyer will be a CPA ... 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

-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 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 September year-to-date is $319,000-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. Annual fee increases and strong client retention contribute to reliable revenue, while the experienced, self-sufficient team thrives in a supportive, family-friendly environment. The owner is open to remaining involved post-sale, providing continuity and easing the transition for a new owner ready to build on ... 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

-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

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 $300,000-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 with a focus on work-life balance. This two-partner firm has been carefully cultivated to require less than 1,800 owner hours per year for each partner, while boasting a strong cash flow of 60% (exceeding $300,000)! 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 ... Less

Highlights:-Less than 2,000 owner hours!-Over $297,000 cash flow-Fantastic client and staff tenure-CPA staff wants to remain with new owner-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 ... 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

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