Profitable CPA Firm with Strong Recurring Revenue, Nationwide Client Base and Seamless Transition

An exceptional opportunity to acquire a 25-year established CPA firm with outstanding recurring revenue, loyal clients, and proven operational systems.

• Recurring Revenue Strength: Over 70% of revenue is subscription-based, generating $60,000+ in predictable monthly billings from 144 active clients. Minimal seasonality ensures steady, reliable cash flow.

• Diverse, Nationwide Client Base: Serving individuals, corporations, partnerships, estates, and startups, with particular strength in the tech and startup sectors. No single client represents more than 10% of revenue, minimizing risk.

• Streamlined Operations: Supported by both domestic and offshore staff, the firm utilizes modern platforms such as QuickBooks Online, Intuit ProConnect, ClickUp, and Truss e-signature. With most clients on auto-billing, accounts receivable are near zero and collections are immediate.

• Growth Potential: Expand subscription offerings, introduce advisory services, or leverage the firm’s national, tech-enabled model to scale further.

• Transition & Continuity: The seller is committed to ensuring client retention and is willing to remain involved post-sale, focusing on relationship continuity and business development.

This firm is a strategic acquisition for an existing CPA practice seeking scale or an entrepreneurial CPA looking for a fully operational, growth-ready practice with stable recurring cash flow and a nationwide presence.

• Next Steps: Interested buyers must sign an NDA, complete a buyer profile, and provide proof of funds.