-Revenue holding steady at approximately $720,000, with consistent year-over-year stability
-Cash flow to owner exceeding 50% margin
-Consistent annual fee increases, most recently 6%, with new minimum fees introduced for incoming clients
-Owner willing to remain through a full transition period, including an additional tax season

About this practice:
This full-service CPA firm offers individual and business tax preparation along with monthly bookkeeping and payroll services to a diversified base of small business and individual clients. A substantial share of clients has remained with the firm for many years, reflecting strong retention, and revenue has held steady at approximately $713,000 to $720,000. Fee increases are implemented annually, most recently 6%, with new minimum fees being introduced for incoming clients. Cash flow to the owner over 50%.

The firm transitioned to a largely remote operating model, significantly reducing office overhead while maintaining a small space for occasional client drop-offs. The current owner is willing to remain through a transition period, including an additional tax season if needed, to support a smooth handoff.

Ideal Buyer:
Buyer can be remote.

The ideal buyer has existing staff capacity to absorb client work during the transition, or is a lean, hands-on operator prepared to step directly into day-to-day client service. Because the owner is willing to support a phased handoff over an extended transition period, this opportunity suits a buyer comfortable with a gradual, low-risk integration. Given the practice's demonstrated ability to operate remotely, a buyer does not need to be based locally to run the firm successfully.

About the Area:
For a more specific location, please see the full profile.