Stephanie Smith

-Fully staffed with tenured professionals-Staff has remote capabilities     -Value billing -Projections for 2025 are $1,100,000 -One partner is willing to stay on post close as an employee for the right purchaserThis reputable CPA firm is built on a mission to transform the way clients manage their businesses by offering personalized accounting solutions tailored to each unique operation. With a firm belief that no two businesses are alike, the team provides individualized attention and a full suite of services, including monthly accounting, balance sheets, payroll, bookkeeping, tax planning, and tax preparation. The true strength of this firm lies in its team of long-tenured professionals who have been with the company for many years and are deeply committed to client success. The firm employs a value billing model. All clients are billed at the time services are rendered, resulting in minimal accounts receivable and strong ... Less

This well-established, three-partner CPA firm has been a trusted financial resource in Southern Vermont and Northern Massachusetts for decades offering a comprehensive suite of services including tax compliance and strategic tax planning, audit and assurance, and specialized estate and trust expertise, it’s known for its highly experienced and professional team. The firm has built its reputation on delivering attentive, client-focused service and maintaining long-standing relationships throughout the community. The practice serves a diverse and loyal client base that includes individuals, family-owned businesses, nonprofits, and closely held entities, providing stability and broad industry exposure. Operating from two highly desirable New England communities, the firm benefits from strong regional ties and recurring business, presenting an exceptional opportunity for a buyer seeking a respected, full-service practice with ... Less

-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

-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

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 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