#5353 - Charlotte Metro - SOUTH CAROLINA

This CPA firm has built a strong local reputation in bookkeeping, tax prep, and attest work, all delivered with a genuine client-first approach. The client base is diverse, including non-profits, manufacturing, and other small businesses and individuals. The office is nearly 100% paperless, and the systems are efficient and scalable. Annual fee increases are already in place, which provides predictable revenue growth. One CPA partner is willing to stay on for the right buyer and can handle day-to-day operations, allowing for flexible ownership involvement. What really stands out is the culture. The team is young, highly productive, and genuinely engaged in their work. Leadership focuses on mentorship and professional development, everyone works with clients directly, and the atmosphere is energetic and supportive. The "family-first" philosophy is evident in practice: flexible schedules, Fridays off when work is completed on time, and gym memberships are perks that foster loyalty and satisfaction. It's created a team that's committed to the firm and invested in building their careers here. Highlights: ● One CPA partner willing to stay on to run daily operations ● Strong local reputation ● Nearly 100% paperless with efficient systems ● Young, productive team with low turnover ● Annual fee increases already in place The ideal buyer is a CPA who is comfortable operating a small practice while effectively managing administrative tasks. They should be able to maintain a strong focus on client service and team development. It is essential that they comply with the South Carolina State Board rules regarding ownership of a CPA firm that performs attest work. Experience with nonprofit clients is a plus. A local presence is preferred, as regular time spent in the office helps nurture the collaborative culture and maintain the strong client relationships that the firm has established.