Professional CPA Practice || Pittsburgh, Pennsylvania Gross Revenue: $1,400,300 || Strong Cash Flow: $514,100 Asking Price: $2,000,000 Revenue Breakdown (December 2024 – November 2025): • Individual & Trust Returns: 489 returns at $860 average fee = $420,800 • Business Returns: 266 returns at $2,310 average fee = $614,400 • Accounting & Bookkeeping: Monthly/quarterly retainers and projects = $216,600 • Tax Planning Services: $67,100 • Additional Tax Services: Notices, etc. = $54,600 Team - 8-Member Team (Scalable Structure): • 3 CPAs (1 part-time) • 1 Enrolled Agent • 1 Staff Accountant (part-time) • 3 Administrative Staff Three of these team members work remotely, in a fully paperless environment - which demonstrates operational flexibility and geographic reach. Technology & Systems Fully modernized and paperless: • Tax & Compliance: CCH ProSystem fx, CCH Fixed Assets • Accounting: QuickBooks Desktop & Online • Financial Analysis: TValue software • Canopy Practice Management Software Key Strengths ✓ Diversified revenue across individual, business, and accounting services ✓ Strong average fees - $860 individual returns, $2,310 business returns ✓ Recurring revenue base with monthly/quarterly accounting clients ✓ Credentialed team with multiple CPAs and an EA provides technical depth ✓ Modern infrastructure - paperless, remote-capable, cloud-based systems ✓ Established reputation - 20+ years serving the community ✓ Stable location with long-term lease (expires 2031) already secured
#5329 - Pittsburgh - PENNSYLVANIA
| ref | state | location | annual gross $ | status | private sale / broker |
|---|---|---|---|---|---|
| 5329 | PA | Pittsburgh | $1,400,301 | new | Phase Two Consultants LLC |
