Stephanie Smith

-Approximately 600 active clients with consistent revenue growth year over year-Cash flow exceeding 40% in 2025-Monthly bookkeeping clients represent 46% of revenue, providing a strong recurring revenue base-Firm consistently receives more referral inquiries than it can accept, with no formal advertisingThis established, full-service CPA firm has built a strong reputation for responsive, personalized service to a loyal client base spanning contracting, restaurants, retail, and services. The firm offers tax preparation and planning, accounting, bookkeeping, payroll, and workers' compensation audits, with monthly clients receiving proactive tax planning as part of their engagement.The majority of monthly clients are billed on fixed-price agreements charged automatically, providing predictable recurring revenue. The team operates independently within a collaborative, low-drama environment, with documented SOPs on every client ... Less

-Bilingual (English/Spanish) full-service firm with a differentiated community presence in one of the fastest-growing markets in the country-Revenue grew 47% over two years with a 2026 projection of $4,200,000-Over $1.8M cash flow at a 47% margin in 2025-Exceptional Staff doing tax, bookkeeping and payroll-Tenured department managers providing strong operational continuityAbout This PracticeThis full-service firm has built a loyal and growing client base through personalized, education-first service to small and mid-size businesses and individuals. The practice serves a diverse mix of clients. A well-established bilingual service capability serving a significant Spanish-speaking client population has created a distinctively positioned practice in a large and expanding market, supported by strong community recognition and consistent organic referral growth.Revenue has grown consistently with a 47% increase over two years and a ... Less

-Revenue grown 32% over two years, reaching approximately $1M in 2025 with a 2026 projection of $1.1M-Cash flow exceeding 43% in 2025-Monthly business advisory clients driving recurring, predictable revenue-Personal tax returns averaging over $1,000 with annual fee increases of 3-5%ABOUT THIS PRACTICE:Established within the last several years, this full-service CPA 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 a meaningful share of total revenue, with billings tracking ahead of the prior year pace into 2026.The owner is transitioning to retirement and is looking to exit after a brief transition period.IDEAL BUYER:The ideal buyer is an experienced CPA with at least 10 to 15 years in public accounting who brings both technical ... Less

-Established commercial real estate niche driving consistent, organic growth-Revenue grown year-over-year, reaching approximately $2.5M in 2025-Annual fee increases of approximately 5% implemented consistently-Two minority partners willing to remain post-sale to support continuityABOUT THIS PRACTICE:This well-established North Carolina CPA firm has built a strong reputation around commercial real estate expertise, serving a loyal and stable client base that has grown entirely through referrals and long-term relationships. Revenue has increased year-over-year, supported by a disciplined approach to annual fee adjustments.The firm is supported by a tenured team of experienced professionals, including multiple CPAs, operating within a collaborative, high-performing culture. One partner is transitioning to retirement, while two minority partners are open to remaining with the firm to ensure a smooth handoff for clients and ... Less

-Fixed-fee and retainer billing model with minimal accounts receivable and year-round stable cash flow-Cash flow margins of 39% on approximately $2.3M in 2025 revenue-Combined owner hours of approximately 1,300 annually, with day-to-day operations led by senior staff-Tenured team with existing capacity to absorb additional client volume without additional hiresABOUT THIS PRACTICE:Established for over a decade, 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 operates on standardized workflows and comprehensive process documentation, with two owners working a combined 1,300 hours annually and 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 drives ... Less

-Fully staffed with long-tenured professionals deeply committed to client success-Value billing model with fees collected at time of service and minimal accounts receivable-Revenue projected at approximately $1.1M for 2025-One partner willing to stay on post-close for the right buyerABOUT THIS PRACTICE: This reputable CPA firm has built a strong community reputation through personalized accounting solutions and enduring client relationships. The practice offers a full suite of services including monthly accounting, bookkeeping, payroll, tax planning, and tax preparation, with each engagement tailored to the individual client.The firm's long-tenured team is its greatest asset, with experienced professionals who are deeply committed to client success and capable of remote operations. Value billing with fees collected at the time of service results in minimal accounts receivable and strong, predictable cash flow.IDEAL BUYER: The ... Less

-Year-over-year revenue growth with a 2026 projection of approximately $3.2M-15+ tenured and loyal staff with deep institutional knowledge-Full-service practice: tax compliance, audit and assurance, and estate and trust work-Loyal client base spanning individuals, family-owned businesses, nonprofits, and closely held entitiesABOUT THIS PRACTICE:Established for several decades, this three-partner CPA firm has been a trusted financial resource across two New England communities, serving a diverse and loyal client base. The firm is known for attentive, relationship-driven service and has maintained long-standing client relationships built on consistent, high-quality work.The practice benefits from strong regional ties, recurring revenue, and a tenured team with deep institutional knowledge. All three partners are open to supporting a transition to ensure continuity for staff and clients.IDEAL BUYER:The ideal buyer is an ... Less

-Cash flow exceeding 50% on a lean, efficiently operated practice-Loyal, high-net-worth client base built entirely through referrals-Diverse industry mix including medical professionals, real estate clients, and entrepreneursABOUT THIS PRACTICE:Established for over two decades, this boutique CPA firm has built a strong reputation for personalized, high-quality service across a diverse range of industries. The firm caters primarily to high-net-worth individuals who value trusted financial guidance and long-term partnership, with deep client loyalty and consistent referrals driving organic growth.The practice is financially sound, efficiently operated, and well-positioned for a buyer looking to step into a stable, profitable firm with a sophisticated client base and room for continued growth.IDEAL BUYER:The ideal buyer is an experienced CPA with strong technical expertise in tax strategy and financial advisory services and a ... Less

-Well-established real estate niche with a loyal, high-net-worth client base-Projected revenue of approximately $1.7M for 2025-Personalized, high-touch service model with strong market presence-Steady year-over-year growth driven by referralsABOUT THIS PRACTICE: This boutique CPA firm has built a strong reputation serving high-net-worth individuals and businesses with a well-established niche in real estate. The practice operates with a personalized service model focused on quality over volume, supporting steady year-over-year growth and a loyal, long-tenured client base.Revenue is projected at approximately $1.7M for 2025, reflecting consistent demand and a strong market position in one of Southern California's most desirable submarkets. The firm is well-positioned for a buyer seeking a refined, profitable practice with room for continued growth.IDEAL BUYER: The ideal buyer is a CPA who takes a hands-on approach to client ... Less

-Over 35% annual revenue growth with strong new client pipeline already secured for 2026-90%+ of revenue from recurring bookkeeping and compilation services-2026 cash flow projected to exceed 35%-Tenured team with capacity in place to onboard additional clients without operational strainABOUT THIS PRACTICE:This fully virtual CPA firm serves owner-managed companies and has achieved consistent, rapid revenue growth entirely through referrals and organic channels. The recurring revenue base provides strong stability and predictability, with the majority of work delivered through cloud-based systems and proven workflows.The firm has been strategically building team capacity to support continued growth, making this a turnkey operation well-positioned for a buyer looking to step into a modern, scalable practice with momentum already in place.IDEAL BUYER:The ideal buyer is a seasoned accounting professional with strong technical ... Less

-Cash flow exceeding 50% with owner working approximately 1,050 hours annually-Loyal client base with many relationships spanning decades-Strong real estate niche serving high-net-worth professionals-Paperless operation with remote capabilities and consistent year-over-year revenue growthABOUT THIS PRACTICE: This well-established CPA firm has built a loyal, long-term client base through a commitment to personalized service and in-depth accounting and advisory work. The practice serves a high-net-worth client base with a strong focus on real estate, delivering customized guidance and expert service that has produced exceptional client retention over many years.The firm operates efficiently with the owner working approximately 1,050 hours annually, remote capabilities for staff and ownership, and a paperless workflow. Revenue has grown consistently year over year with cash flow margins exceeding 50%, and no formal marketing in ... Less

-Cash flow exceeding 60% from a loyal, referral-driven client base-Consistent revenue growth with current capacity to onboard additional clients-Dedicated team operating within a cooperative, client-centric environment-Established reputation for estate tax services and prompt, responsive client communicationABOUT THIS PRACTICE:Established for over three decades, this two-partner tax practice has built a strong reputation for consistent, high-quality work delivered in a timely manner. The majority of growth has come through client referrals and community relationships, reflecting deep trust and long-standing loyalty. The current owners have been selective in accepting new clients, leaving meaningful capacity available for a growth-oriented buyer.The practice operates with a collaborative team focused on meeting client needs and maintaining strong retention. Both partners are transitioning to retirement and are motivated to find ... Less