#5408 - Charlotte Metro Area - NORTH CAROLINA

This CPA firm has built a solid reputation serving medical, dental, therapist, nonprofit, small business and individuals with bookkeeping, tax, and accounting services. The practice generates strong fees and operates efficiently with the owner working only 1,800 hours annually while maintaining over 40% cash flow margins ($327,447 in 2025). The firm is fully capable of remote operations with cloud-based systems and a loyal, trustworthy team, however everyone works in the office. A new owner could maintain a flexible schedule, working in-office a few days a week for clients who prefer in-person meetings and to support local referral relationships. With low owner hours, higher-than-average fees, and an established client base in a desirable location, this is a strong opportunity for a CPA looking to expand with a satellite office or establish an independent practice. Firm Highlights include: • $327,447 cash flow (over 40% margin) • Higher-than-average fees across all service lines • Remote-capable operations with cloud-based systems • 1,800 owner hours annually with flexible schedule • Affluent Southwest Charlotte location Ideal Buyer: The ideal buyer is a CPA with at least five years of public accounting experience and a solid foundation in tax and accounting services. While remote work is viable, a local or regional presence would support continuity of client relationships and referral networks. The right buyer is personable, detail-oriented, and comfortable managing both client service and team operations.