TEXAS

This is a rare opportunity to acquire a high-performing, premium-priced CPA firm with a seasoned leadership team, top-tier staff, and a highly curated client base. Unlike traditional CPA firms, this business operates independently of the owner, with all client relationships owned by the firm rather than any individual employee—ensuring continuity and scalability.

With 95%+ of new business driven by top-ranking Google SEO and a strong digital marketing strategy, this firm has eliminated reliance on referrals and built a predictable, high-quality client acquisition system. Since 2020, the client portfolio has been strategically refined to maximize revenue, ensure strong client relationships, and foster an enjoyable, rewarding work-life environment for staff.

A high-performing, self-sufficient team of 17 full-time employees (all under non-compete agreements) drives the firm’s CAS, tax preparation, and advisory services. The firm is 80%+ female-led (including management), with an average team age of 35, fostering a modern and growth-oriented culture. The team is intentionally operating at 70% capacity, as the firm hires top talent ahead of anticipated growth—allowing for immediate revenue expansion without additional hires.

Firm Highlights:
• Low Owner hours - 1600
• 95%+ of new business from Google SEO & digital marketing—not reliant on referrals
• Experienced leadership team and highly skilled staff
• 30% additional capacity available (CAS and Tax) with the current team for easy growth
• Premium pricing model—average business tax return fee of $2,900
• Strong client retention with a carefully curated client base
• CAS services at 49% and tax services at 51%
• Wealth & insurance services—a buyer could immediately unlock a six-figure revenue opportunity
• Average 45% cash flow to owner

Ideal Buyer:
This firm is perfect for a high-caliber buyer seeking a turnkey, scalable CPA firm with a premium reputation and built-in growth potential. With no heavy owner involvement, this is an Accu-Hire dream opportunity for a firm or investor looking to acquire young top-tier tax, CAS, and advisory talent while avoiding the challenges of recruitment.

The ideal buyer should have:
• A strong leadership mindset to capitalize on the firm’s highly skilled and growth-ready team.
• A vision for scaling premium, high-value services, such as advisory, virtual CFO, and wealth management offerings.
• Experience with tech-driven CPA operations—leveraging the firm’s established digital marketing and streamlined processes.
With a self-sufficient team, highly engaged clients, and an untapped six-figure revenue opportunity, this firm is positioned for continued growth and profitability under the right buyer.