-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 clients

This 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 assigned to specific clients, building the long-term relationships that drive retention and referrals.

The six-person team is fully remote, self-directed, and deeply familiar with their assigned client bases. The Office Manager maintains a detailed policies and procedures manual that reduces key-person dependency and supports an organized transition. New clients come through referrals and organic channels.

Ideal Buyer:
The ideal buyer is a CPA or experienced tax professional who values relationship-based client service and is comfortable managing a fully remote team. Geographic proximity to Raleigh is helpful but not required, as clients are spread across the US, making this accessible to a buyer in virtually any location. Familiarity with real estate investors, construction businesses, medical professionals, and the nuances of 1031 exchange transactions would ease the transition. This practice is well-suited for a solo practitioner seeking to grow through acquisition or a small firm looking to add a capable remote team with an established book of business. The buyer should be prepared to assume full operational responsibility at closing and plan to retain the existing team with minimal disruption to client relationships. The seller plans to keep providing wealth management services after the sale.