Sharon Wood

- ~35% cash to owner (2025), ~40% cash to owner (2026 projection)- $943,060 (2025) with projected growth to $1,075,000 (2026)- Hybrid operating model with both in-office staff and several remote CPAsThis established CPA firm serves a loyal base of individual and business clients with a balanced mix of services including tax preparation, accounting, and bookkeeping. The practice has developed a strong reputation for delivering reliable, high-quality service and maintaining long-standing client relationships.Operations are efficient and well-structured, supported by a hybrid model that includes a physical office presence alongside a team of experienced CPAs who work remotely and engage with clients virtually. The firm utilizes a proven technology stack, including QuickBooks Online, Lacerte, and Canopy, allowing for seamless remote collaboration while maintaining consistency in workflow and client service. The owner works ... Less

This well-established CPA firm in Bucks County, Pennsylvania has built a strong reputation for high-quality technical work delivered with a personal touch. The firm serves a loyal, referral-driven client base across small and mid-sized businesses, real estate, manufacturing, professional services, and individual clients connected to those businesses. The seller has been deliberate about the composition of the client book, focusing on quality of fit, pruning problem clients, and turning away poor matches to protect the firm’s standards. The result is a clean, well-curated practice with strong margins, low client concentration, and decades-long client relationships.A defining feature of the firm is its structured advisory model, developed over the past several years using a recognized national framework and standardized into a meaningful share of revenue. The advisory program now represents approximately 20% of the revenue. The ... Less