Stephanie Smith

-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

-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

-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

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

• 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

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

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