Stephanie Smith

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

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

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

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