-Cash flow to owner is projected around $800,000 for 2026
-Nearly paperless operations with well-documented workflows supporting independent staff coverage
-Revenue approaching $1.6M, with systematic annual fee increases already in place
-One owner wants to stay on for 3 years continuing to run the team and the other owner is open to a 1 year transition
-A buyer can be remote with the owner staying on to run in office operations or a local buyer
-60% is Monthly recurring bookkeeping services with fees averaging over $5,200

About this practice:
This two-partner tax and accounting practice has served its client base continuously for more than three decades, offering personal and business tax preparation along with monthly bookkeeping to a diversified set of small business clients. Revenue has remained steady at approximately $1.5M to $1.6M, with cash flow to owner exceeding 50% and a recent shift to a leaner staffing structure expected to meaningfully increase net profit going forward.

Client fees are bundled into predictable annual or monthly packages, and operations are nearly entirely paperless, with well-documented workflows that support consistent service delivery. New clients have come entirely through referrals throughout the firm's history, including established relationships with outside professionals that continue to generate new engagements.

Ideal Buyer:
The ideal buyer is an established CPA firm, private equity platform, or entrepreneurial individual with strong communication and operational skills. The owners are open to two paths: a local buyer who steps into the client-facing role as one owner retires, or a growth partner who helps scale the firm alongside the owner who plans to remain active. Documented systems, long term clients, and a self-sufficient team make integration seamless and simple to continue scaling.