-68% recurring bookkeeping revenue
-Tax returns exclusively provided to bookkeeping clients, no stand alone 1040s!
-Exceptional scalability with consistent year over year growth
-Specialized niche in mental & behavioral health professionals
-Current owner is willing to stay on for the right buyer

This fully virtual, nationwide CPA practice is a premier provider of subscription-based bookkeeping, tax compliance, and strategic advisory services exclusively to therapists, counselors, and psychologists. Generating approximately 68% of revenue from high-margin, recurring monthly bookkeeping engagements, the firm enjoys predictable cash flow, low client attrition, and strong operational efficiency. Its focused vertical specialization delivers a highly homogeneous and scalable work product that positions this firm as a rare “plug-and-play” with immediate profitability and significant runway for continued expansion.

Having operated with virtually zero marketing spend since its inception, the practice has achieved consistent double-digit revenue growth entirely through client and colleague referrals within the tight-knit mental health community. The combination of predictable recurring revenue, a strong client base, documented systems, and substantial untapped national demand position this as a unique, turnkey opportunity for the right buyer.

Ideal Buyer:
The ideal buyer is a CPA firm or individual who values a high-retention, referral-driven client base of mental-health professionals and sees the opportunity — whether through geographic expansion, enhanced marketing, or broadened service offerings — to continue or accelerate the practice’s growth. They should have strong interpersonal and communication skills and be eager to become the trusted “go-to” resource for therapists and counselors. Strong technical expertise, including experience managing client engagements and reviewing or signing off on work is also paramount. Above all, the buyer should be someone who can step in and maintain the practice’s excellent reputation and commitment to service quality.

For more information please visit the website entitled PoeGroupAdvisors