More than $140,000 in new client work secured
2026 cash flow projected to exceed 35%
Phenomenal staff

Established 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 will be a seasoned accounting professional with proven technical expertise, strong client relationship skills, and advanced financial management capabilities. They should be committed to delivering accurate, timely work while fostering trust-based relationships that keep clients loyal and engaged. Responsiveness, proactive communication, and a genuine investment in clients’ success are essential to upholding the firm’s reputation for excellence. An entrepreneurial mindset is equally important—someone ready to lead a growing practice, develop and inspire the team, and build upon the firm’s strong foundation to drive future success.

For more information please visit the website entitled PoeGroupAdvisors