Stephanie Smith

-Revenue has grown 32% in two years, from $779K in 2023 to over $1M in 2025, with a 2026 projection of $1,100,000-Cash flow to owner of $444,802 in 2025 (~43%)-Monthly business advisory clients driving recurring, predictable revenue-Personal tax returns average over $1,000 with annual fee increases of 3-5%Established in 2021, this full-service CPA firm is located in the northwest corridor of Raleigh, North Carolina, 15 minutes from downtown and Cary. The firm serves a diverse base of business and individual clients, with a deliberate focus on business advisory and monthly client services that has driven rapid, organic revenue growth. An expanding monthly bookkeeping and advisory segment now represents 21% of total revenue across 25 subscription clients at an average of $8,800 annually per client. January through March 2026 billings are already tracking ahead of the same period in 2025, reflecting continued growth into 2026.  ... Less

-Strong niche in commercial real estate-Increased revenue reaching $2.56M in 2025-8 experienced CPAs on staff-5% annual fee increasesThis respected CPA firm has built a longstanding reputation for delivering consistently high-quality service to a loyal and stable client base. The practice has developed a strong niche in commercial real estate, providing specialized expertise and long-term value that has driven steady, organic growth over the years. Revenue has increased year-over-year, reaching $2.56M in 2025, up from $2.36M in 2024, fueled entirely by client relationships, referrals, and annual fee increases of approximately 5%. The firm is supported by a talented team of over 15 professionals, including 8 experienced CPAs, who are deeply committed to client success and contribute to a collaborative, high-performing culture. Of the three partners, one is seeking retirement, while the two minority partners are open to ... Less

-Combined owner hours approximately 1,300 annually-Fixed-fee and a recurring revenue model with minimal accounts receivable -10+ tenured staff with many located offshore -Scalable model with existing capacity in bookkeeping and accountingEstablished in 2015, this fully virtual bookkeeping and accounting firm serves a remote-friendly client base of service, consulting, technology, and e-commerce businesses across Canada. The firm blends a collaborative, people-focused culture with a highly scalable operating model built on standardized workflows and comprehensive process documentation. Two owners work a combined 1,300 hours annually, with day-to-day operations managed by a Senior Production Manager and Senior Client Manager.A disciplined billing strategy centered on fixed fees, monthly retainers, and upfront-collected advisory engagements ensures strong gross margins and minimal accounts receivable. Client year-ends are ... Less

-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

? 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 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