-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.

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 depth and strong relationship skills. A buyer who combines solid tax knowledge with a genuine advisory instinct will be well positioned to maintain and grow the client relationships that drive this firm's reputation. The practice suits a sole practitioner looking to step into an established and growing operation, a small regional firm seeking a Raleigh presence, or a buyer looking to consolidate a second location given the firm's virtual infrastructure and documented workflows.