#5434 - Gulf coast of Mississippi - MISSISSIPPI

-Approximately 600 active clients with consistent revenue growth year over year -Cash flow exceeding 40% in 2025 -Monthly bookkeeping clients represent 46% of revenue, providing a strong recurring revenue base -Firm consistently receives more referral inquiries than it can accept, with no formal advertising This established, full-service CPA firm has built a strong reputation for responsive, personalized service to a loyal client base spanning contracting, restaurants, retail, and services. The firm offers tax preparation and planning, accounting, bookkeeping, payroll, and workers' compensation audits, with monthly clients receiving proactive tax planning as part of their engagement. The majority of monthly clients are billed on fixed-price agreements charged automatically, providing predictable recurring revenue. The team operates independently within a collaborative, low-drama environment, with documented SOPs on every client file. The owner is motivated for a clean handoff to a buyer who can continue the firm's growth trajectory. IDEAL BUYER: The ideal buyer is a CPA with strong tax and accounting expertise and the hands-on technical capability to lead the review process and continue developing the existing team. A local or regional buyer would be well-positioned to maintain the firm's strong community presence, though the owner is open to a buyer who would operate partially remotely. This practice suits a sole practitioner looking to step into an established operation with genuine organic demand, or a small firm looking to add a capable team and an established book of business in a growing Gulf Coast market.