Brannon Poe

-Consistent revenue growth for over 30 years-Remote team with strong tenure-Detailed policies and procedures manual -Owner planning to carve out approximately $30,000 in nonprofit, wealth management and minister clientsThis cloud-based full-service CPA firm offers tax, accounting, bookkeeping, and payroll services to a diverse client base spanning the US and internationally. The firm serves medical professionals, real estate investors and agents, construction businesses, HOA management companies, and small and medium businesses, with approximately 50% of revenue derived from business tax, bookkeeping, and payroll services. Revenue has grown consistently year over year, from $698,060 in 2023 to $793,454 in 2025, with January through May 2026 collections of $439,723 tracking solidly into the year. The firm uses value-based pricing with approximately 5% fee increases applied every two to three years, and all preparers are ... Less

-Current owners are only admin and work just 30 hours annually-Established practice with many client relationships exceeding 20 years-Diverse full-service mix spanning bookkeeping, personal tax, business tax, audits, compilations, estate, reviews, and payroll-2026 collections through May tracking approximately $70K ahead of the same period in 2025-Buyer can be located anywhere-Managers on site run the team and firm, while consistently bring on new clientsAbout this practice:This full-service CPA firm has operated as a genuinely self-sufficient practice for over 15 years under the current owners. The two owners work a combined 30 hours annually and are focused on their other CPA firms, checking in one to two hours per month while experienced managing CPAs handle all client relationships, workflow oversight, staff management, and business development. The firm has been established for several decades, and the client base ... Less

-Approximately 600 active clients with consistent revenue growth year over year, from $519K in 2023 to $576K in 2025-Cash flow to owner of $233,589 at 41% margins in 2025-Monthly bookkeeping clients represent 46% of revenue, providing a strong recurring revenue base-Stable four-person team with tenures ranging from 2 to 9 years, all with direct client contact-Firm consistently receives more referral inquiries than it can accept, with no formal advertising-Strategically located between Mobile and New Orleans, serving clients across the Gulf Coast corridorEstablished in 2016, this full-service CPA firm on the Mississippi Gulf Coast has built a strong reputation for responsive, personalized service to a loyal client base of approximately 600 active clients spanning contracting, restaurants, retail, and services. The firm offers tax preparation and planning, accounting, bookkeeping, payroll, and workers' compensation audits, with ... Less

-30+ years of referral-only growth across a diverse industry client base -Revenue stable at approximately $1.38M for three consecutive years-$548,100 cash flow at a 40% margin in 2025-Both partners willing to stay in producing roles through transitionAbout this practice:Established in 2001, this two shareholder firm has served the north Charlotte area for over 30 years, building a strong reputation through consistent, relationship-driven service and strong community presence. Originally three locations with five shareholders, this location split off at the end of 2024 in preparation for the sale. The firm serves a broad and diversified client base across construction, commercial real estate, veterinary practices, trucking, restaurants, retail, hotels, and hospitality, with many client relationships spanning 15-25 years. All growth has come through referrals, with no formal advertising, reflecting the firm's standing in one of ... Less

- ~35% cash to owner (2025), ~40% cash to owner (2026 projection)- $943,060 (2025) with projected growth to $1,075,000 (2026)- Hybrid operating model with both in-office staff and several remote CPAsThis established CPA firm serves a loyal base of individual and business clients with a balanced mix of services including tax preparation, accounting, and bookkeeping. The practice has developed a strong reputation for delivering reliable, high-quality service and maintaining long-standing client relationships.Operations are efficient and well-structured, supported by a hybrid model that includes a physical office presence alongside a team of experienced CPAs who work remotely and engage with clients virtually. The firm utilizes a proven technology stack, including QuickBooks Online, Lacerte, and Canopy, allowing for seamless remote collaboration while maintaining consistency in workflow and client service. The owner works ... Less

This well-established CPA firm in Bucks County, Pennsylvania has built a strong reputation for high-quality technical work delivered with a personal touch. The firm serves a loyal, referral-driven client base across small and mid-sized businesses, real estate, manufacturing, professional services, and individual clients connected to those businesses. The seller has been deliberate about the composition of the client book, focusing on quality of fit, pruning problem clients, and turning away poor matches to protect the firm’s standards. The result is a clean, well-curated practice with strong margins, low client concentration, and decades-long client relationships.A defining feature of the firm is its structured advisory model, developed over the past several years using a recognized national framework and standardized into a meaningful share of revenue. The advisory program now represents approximately 20% of the revenue. The ... 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, from $2,764,299 in 2023 to $3,936,186 in 2025, with a 2026 projection of $4,200,000-$1,850,678 cash flow at a 47% margin in 2025-Three-department structure (tax, bookkeeping, payroll) with 20+ staff and tenured department managers providing strong operational continuityAbout this practice:Founded in 2005, this Austin-based 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 with concentration in construction, subcontracting, and food and beverage, with additional clients in landscaping, law, consulting, and service industries. A well-established bilingual service capability serving a significant ... Less

-Specialized EBP audit niche with 30+ years of referral-only growth from financial advisors, TPAs, and CPA firms-Fixed-fee billing collected in advance, resulting in virtually zero accounts receivable and WIP at year end-$392,010 cash flow at a 36% margin in 2025-Four long-tenured staff (13 to 25 years) operating with full autonomy, with 10 to 15% growth capacity under the current teamAbout this practice:Established over 30 years ago, this fully virtual employee benefit plan (EBP) audit firm has built a strong referral network and loyal client base through decades of consistent, technically precise work. The firm specializes in EBP audits, a highly regulated service area under ERISA, serving plan sponsors ranging from small companies to sophisticated organizations with seasoned CFOs and HR directors. All new business has come through introductions from financial advisors, third-party administrators, and CPA firms, with three ... Less

-$327,447 cash flow (over 40% margin)-Higher-than-average fees across all service lines-Remote-capable operations with cloud-based systems-1,800 owner hours annually with flexible schedule-Affluent Southwest Charlotte locationThis CPA firm has built a solid reputation serving medical, dental, therapist, nonprofit, small business and individuals with bookkeeping, tax, and accounting services. The practice generates strong fees and operates efficiently with the owner working only 1,800 hours annually while maintaining over 40% cash flow margins ($327,447 in 2025).The firm is fully capable of remote operations with cloud-based systems and a loyal, trustworthy team, however everyone works in the office. A new owner could maintain a flexible schedule, working in-office a few days a week for clients who prefer in-person meetings and to support local referral relationships. With low owner hours, higher-than-average fees, and an ... Less

-Established niche in PEO industry -Revenue grown 53% in two years, from $1,097,000 in 2023 to $1,682,415 in 2025, with a 2026 projection of $1,800,000-YTD billings through April 2026 running 38% ahead of the same period in 2025-Owner hours fewer than 1,200 hours annually-Current ambitious staff have 20-30% additional capacity-Team of 8, including 3 CPAs, with capacity for approximately 30% additional workload without additional hires-Fixed-fee billing model with average audit fees of $9,000 to $10,000 per engagement and minimal AR-Owner willing to stay up to two years to support transitionEstablished for over 15 years, this audit and assurance firm has built a recognized niche in the Professional Employer Organization (PEO) industry, nonprofit audits, 401(k) plan audits, and CPA peer reviews. The firm has grown entirely through word-of-mouth and a deliberately selective client strategy, with revenue increasing ... Less

-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

-Owner works approximately 260 hours annually with a strong leadership team managing operations-Value-based subscription model with 3% annual fee increases built in-97% recurring revenue; no tax work-Modern tech stack with documented systems and standardized workflows-Referral-driven new business with strong reputation in the Nashville market-Philippines-based contractor network provides scalability and margin improvement potentialEstablished in 2011, this virtual Client Advisory Services firm has built a profitable, scalable platform serving 26 high-growth companies across SaaS, healthcare, and professional services industries. Three years ago, the owner made a strategic decision to restructure the firm around profitability, culling clients that did not fit the model and buying out a previous partner in early 2025. The result is a leaner, higher-margin operation: 2025 net cash flow of $252,941 on $1.47M revenue, with 2026 on ... 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

-30%+ cash flow improvement over 24 months-100% MRR-based value pricing model with predictable revenue-80% Canadian, 20% US clients with North American expansion opportunity-Deep Big 4 talent with experienced senior-level professionals-Comprehensive tech stack enabling scalable, cloud-based delivery -Additional capacity for immediate growth without overhead increasesThis full-service finance and accounting firm is a technology-forward virtual CFO platform specializing in high-level CFO and FP&A solutions for fast-growing, venture-backed, and scaling companies. Operating on 100% value-based pricing delivered through a recurring subscription framework, the majority of engagements generate predictable Monthly Recurring Revenue (MRR). Premium pricing is supported by specialized expertise in venture-backed companies, demonstrated client outcomes, and high-touch CFO-level relationships with each carefully selected client.The firm ... 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

-One CPA partner willing to stay on to run daily operations-Strong local reputation-Nearly 100% paperless with efficient systems-Young, productive team with low turnover-Annual fee increases already in place This CPA firm has built a strong local reputation in bookkeeping, tax prep, and attest work, all delivered with a genuine client-first approach. The client base is diverse, including non-profits, manufacturing, and other small businesses and individuals. The office is nearly 100% paperless, and the systems are efficient and scalable. Annual fee increases are already in place, which provides predictable revenue growth. One CPA partner is willing to stay on for the right buyer and can handle day-to-day operations, allowing for flexible ownership involvement.What really stands out is the culture. The team is young, highly productive, and genuinely engaged in their work. Leadership focuses on mentorship and professional ... Less

-Exceptional team: 3 CPAs, most staff 10-37 years tenure-Cash flow exceeding 40%-60+ years of established community reputationEstablished more than 60 years ago, this well-respected CPA firm offers a rare opportunity to acquire a practice with deep community roots, exceptional client service, and long-tenured staff. Serving a diverse client base, the firm has maintained steady, sustainable growth through a disciplined and selective approach to client acquisition that preserves its strong office culture. Stability is a defining feature of the practice, with most team members having been with the firm for over a decade, contributing to consistent service delivery and institutional knowledge. The four owners each work approximately 1,600 hours annually, and the firm generates cash flow margins exceeding 40%, supported by annual fee increases and efficient operations that are now 90% paperless. For continuity and ease of ... Less

-Purchase price approved by lender-Buyer could be remote-100% paperless office-Located is a great area near downtown San Antonio-Cashflow to owner is 45%Located in a sought-after area, this well-established firm provides exceptional service for complex client needs across a wide range of industries, including construction, medical, and service. Known for truly taking care of its clients, the practice continues to grow steadily through new engagements and long-standing relationships. With over 40 years of experience in both practice and teaching, the current owner has built a reputation for deep expertise and has equipped the staff with valuable knowledge and guidance. The firm is fully paperless with clear, well-documented processes, ensuring a smooth transition for a new owner.Only about 25% of clients opt for in-person visits, offering strong remote-work capability and flexibility for the buyer. This is a rare opportunity to ... Less

-Exceptional Reputation: Known for concierge-level service, rapid responsiveness, and deep client care.-Premium Fee Structure: With 82% focused on tax returns they command high fees due to premium services. Business return fee average is over $4,000 and personal is $2,000.-Operational Strength: Strong systems, remote-capable workflows, and a leadership structure that supports seamless daily operations.-High Net Worth & Stable Clients: The firm retained all clients after the retirement of a previous partner and continues to generate steady referrals.-Modernizing Infrastructure: Ongoing transition toward a fully paperless, virtual-ready environment.The owner is committed to remaining with the firm for 3–5 years, ensuring operational stability, knowledge transfer, and a seamless transition.This long-established San Fernando Valley CPA firm exemplifies concierge-level service, pairing decades of technical expertise with a deeply ... 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

-Cash Flow is close to over 650,000 in 2024 and projected around 800,000. -Owner hours are 400!-Proven Growth: 27% annual average growth and consistent fee increase twice yearly.-Exceptional Team: Loyal, well-trained offshore staff manage all client operations independently.-High fees: Business tax packages around $6,800.This long-established, fully virtual CAAS firm projects $1.45M in 2025 revenue and an exceptional cash flow between 40-60% to the owner, with minimal owner hours (<400 per year). The firm's services include 53% business tax, 36% bookkeeping, and 12% tax planning (which has increasing demand). Serving marketing, e-commerce, real estate, and professional-services clients nationwide, the firm enjoys an average annual growth rate of 25%. The team is highly independent—largely offshore, loyal, and expertly trained—managing the full client lifecycle through seamless systems. The firm’s twice-yearly automatic fee ... 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

- purchase price pre-approved by lender-2024 cash flow $665,000-Strong projections-Owner is willing to stay on -Located in Tampa/Orlando areaThis well-established firm located in the Tampa/Orlando area, is known for its outstanding reputation, long-term client relationships, and exceptional service quality. The practice serves a diverse range of industries while maintaining a selective approach to onboarding, resulting in a strong base of high-net-worth clients. With cash flow exceeding 45% ($665,000 in 2024) and the current owner wanting to remain employed, the firm offers both stability and growth potential in a thriving market.The ideal candidate will have 5–10 years of tax experience and a strong track record of maintaining high-quality client service. They should understand and respect the firm’s established culture and foundation while bringing the vision and experience to grow it. They should ideally have prior ... Less

-Cash flow to owners at $396,000-2025 projected at $1.1 million-both partners willing to stay on after closing-Fully staffedLocated in a highly desirable area of the West Denver Metro, this well-established two-partner firm serves a loyal client base that spans a variety of industries, including high-net-worth individuals. Renowned for its deep expertise in tax, the firm has cultivated long-term client relationships built on trust, flexibility, and personalized service. Many clients continue to value in-person interactions and traditional document drop-offs, reflecting the firm’s approachable and accommodating style. With 2024 cash flow exceeding 40% ($396,000), the practice offers both profitability and stability, presenting a projected 2025 revenue at $1.1 million! With both partners willing to stay on after closing, this firm is an excellent opportunity for a buyer seeking to acquire a respected, community-rooted firm with ... Less

-Cash flow last year was over $550,000, and 2025 is projected to hit over $650,000-Value billing-Located in a high-growth area-Audit average fees are $40,000-2024 was $1,020,958 and 2025 Projection is $1,200,000This established CPA firm has built a strong reputation in the community for over 30 years and is strategically located in a fast-growing area with minimal competition. New client inquiries arrive daily, fueling a diverse and expanding client base across various industries, including manufacturing, medical management, and non-profit organizations. Service offerings are well-balanced, with 40% audit, 38% tax, 18% bookkeeping & payroll, and 4% other services. With an impressive 60% cash flow margin, the firm combines operational efficiency with outstanding profitability. This is a rare opportunity to acquire a highly respected practice in a booming market, offering immediate stability and significant potential for ... Less

-40% cash flow to owner -<1,600 owner hours annually with flexible schedule -Experienced staff with capacity for growth -Creston, BC location - 90 minutes from Sandpoint, Idaho -Diverse client base across construction, real estate, restaurants -Immediate upside - US tax referrals, marketing opportunity -Owner motivated for transition by June 2026Located in Creston, BC (90 minutes from Sandpoint, Idaho), this well-established CPA firm has built a loyal client base through personalized, relationship-driven service. The practice serves diverse industries including construction, real estate, restaurants, and small businesses throughout the Kootenay region. With an open-door policy and concierge-style approach, clients value the personal attention and accessibility this firm provides.The practice generates strong cash flow (40% margin on ~$400K revenue) while the owner works fewer than 1,600 hours annually, demonstrating ... 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

-40% cash flow to owner -<1,600 owner hours annually with flexible schedule -Experienced staff with capacity for growth -Creston, BC location - 90 minutes from Sandpoint, Idaho -Diverse client base across construction, real estate, restaurants -Immediate upside - US tax referrals, marketing opportunity -Owner motivated for transition by June 2026Located in Creston, BC (90 minutes from Sandpoint, Idaho), this well-established CPA firm has built a loyal client base through personalized, relationship-driven service. The practice serves diverse industries including construction, real estate, restaurants, and small businesses throughout the Kootenay region. With an open-door policy and concierge-style approach, clients value the personal attention and accessibility this firm provides.The practice generates strong cash flow (40% margin on ~$400K revenue) while the owner works fewer than 1,600 hours annually, demonstrating ... Less

-Owner is open to a consulting role or exiting. Owner is open to keeping equity with the right buyer.-All Value Billing, with billing taken upfront. No AR!-This firm is known for its fantastic quality of work in the audit sector and among pre-IPO platforms.-Cashflow for 2025 is projected to exceed $500,000.-Owner hours are only 1,200This fully virtual firm offers a rare opportunity with low owner hours—averaging just 1,200 per year—and outstanding cash flow exceeding 50%! The firm benefits from strong, reliable referral partners who consistently bring in new clients. It offers specialized niche tax, audit, and review services with very little competition, providing a strong market position and continued demand. This firm is mostly focused on small to medium-sized businesses, many of which are pre-IPO, across a range of industries. There is approximately 20% capacity for new clients, allowing room for growth, and the firm ... Less

• $828,120 revenue (2025) with $266,000 cash flow to owner • 30+ years serving the community • High-net-worth client base with strong retention • Qualified, self-motivated team in place • Owner willing to stay part-time for transition support • Consistent annual fee increases driving reliable revenue growthThis established hybrid CPA firm serves a diverse and growing base of high-net-worth clients through personalized, in-person service. The firm's commitment to responsiveness and client satisfaction has built long-term relationships and an outstanding reputation in the community. Services include bookkeeping, tax preparation, and select audit engagements, delivered by a qualified and self-motivated team.The practice has achieved consistent annual fee increases, reflecting strong client loyalty and solid market positioning. These systematic increases, combined with exceptional client retention, contribute to reliable revenue ... Less

-Cash flow was $656,000 in 2024-Experienced leadership team and highly skilled staff-20% additional capacity available (CAS and Tax) with the current team for easy growth-Premium pricing model—Bookkeeping average fee of $17,932-Strong client retention with a carefully curated client base-CAS services at 66% and tax services at 23% and 11% otherEstablished for over 15 years, this CAS and CPA firm is supported by a dedicated, long-term staff known for their reliability and deep industry expertise. This firm maintains strong cash flow, with services that include 66% bookkeeping, 23% tax, and 11% other. A key strength is its highly automated workflow system, which drives efficiency, ensures thorough documentation, and reflects a core philosophy of streamlining every process! The client portfolio has been strategically refined to maximize revenue, ensure strong client relationships, and foster an enjoyable, rewarding work-life ... Less

-2025 Projection is on track for $1,000,000-VAT Management services average around $13,000-30% of clients are over $20M in revenue and another 30% are over $10M. Several are multibillion dollar companies!-Solid 30 year reputation within the industry -Extensive network in EU and amazing referral sourcesThis is one stop Value Added Tax (VAT) shop that helps small to large Fortune 500 companies with the VAT issues they sometimes have when trading within the EU, UK, the rest of Europe, Australian and Japan. Many of the clients work with the Big Four accounting firms for tax & audit services but work with this firm since they are the expert in this niche. This well-established firm specializes in VAT services and has been a trusted name in the industry for over 30 years, known for its reliability and deep expertise VAT services, where it distinguishes itself from competitors. Although all clients are based in the U.S. or Canada, ... Less

• Price reduced, motivated seller!• Owner hours only 1,800!• Fee increases will add $60,000 in 2026.• Signed Engagement Agreements.• Seller willing to stay on part time.• Room to onboard new clients. Price reduced, and motivated seller for this well-established CPA firm for sale just outside Fayetteville, North Carolina. The firm features a loyal client base and a team of experienced, independent professionals known for their reliability and dedication. Located in a high-growth area, the firm has demonstrated steady year-over-year revenue growth, backed by a reputation for consistent, high-quality service. Recent fee increases will add $30,000 to cash flow in 2025. Staffed by long-tenured employees who excel in all areas of accounting and tax, the firm maintains high client satisfaction and has room to onboard new clients. The current owner works just 1,800 hours per year!Ideal Buyer:The ideal buyer would be a CPA with ... Less

This well-established book of business is now available! Although these clients come from a variety of industries, there are concentrations in contract labor, financial holdings, and agriculture. Requiring no audit work, the book of business offers a wide range of services, including business tax, personal tax and some estate planning. Clients are especially devoted to this firm because they value the seller’s extensive knowledge of estate matters and tax services pertaining to agriculture. This is a unique chance to purchase a very successful and loyal book of business, with an impressive cash flow to the owner of over 55%.Highlights:-Cash flow over 55%-No audit work-Consistent revenue from loyal clientsIdeal Buyer:The ideal buyer will be attentive, client-focused, and dedicated to offering outstanding service. Someone who appreciates developing sincere relationships with clients and is committed to comprehending and ... Less

Highlights:-Purchase price pre-approved by lender-$275,000+ cash flow with fewer than 2,000 owner hours annually -57% of clients with the firm 13+ years - exceptional retention -Loyal CPA contractor of 26 years wants to remain with new owner -Flexible schedule with remote work in the off-seasonEstablished in 1990, this Greensboro CPA firm has built its reputation the old-fashioned way: by genuinely looking out for clients and taking the time to understand their needs. The practice is known for personalized service and strong relationships, with 57% of clients having been with the firm for 10 years or more. The client base is well-diversified across real estate, construction, retail, food service, and health industries, with a strong niche in real estate that a knowledgeable buyer can leverage and grow.The practice runs efficiently with the owner working fewer than 2,000 hours annually and generating $275,000 in cash flow. A ... Less

With over 40 years of dedicated service in the community, this 2-partner CPA firm has built a strong reputation for being highly responsive to clients' needs. Each owner has their own clients but all expenses, employees and office space are shared. Services are well rounded. Revenue consists of 41 % business and personal tax, 24% bookkeeping, 18% audits (both owners are also willing to continue the audit work), remainder is a mix of reviews, estate work, payroll and compilations. Clients appreciate the time and care this firm takes to inform them of new tax changes that can provide significant financial benefits. Offering a wide range of services, this firm is a comprehensive support for businesses and individuals alike. Both owners are willing to continue working especially to continue to provide exceptional audit services. Cash flow to owner averages to 47%. The staff have excellent tenure and wish to stay to help ensure ... 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