● Cash flow was $656,000 in 2024 ● Experienced leadership team and highly skilled staff ● 20% additional capacity available (CAS and Tax) with the current team for easy growth ● Premium pricing model—Bookkeeping average fee of $17,932 ● Strong client retention with a carefully curated client base ● CAS services at 66% and tax services at 23% and 11% other Established for over 15 years, this CAS and CPA firm is supported by a dedicated, long-term staff known for their reliability and deep industry expertise. This firm maintains strong cash flow, with services that include 66% bookkeeping, 23% tax, and 11% other. A key strength is its highly automated workflow system, which drives efficiency, ensures thorough documentation, and reflects a core philosophy of streamlining every process! The client portfolio has been strategically refined to maximize revenue, ensure strong client relationships, and foster an enjoyable, rewarding work-life environment for staff. With staff capacity for additional work, there’s room for continued growth.
The diverse client base spans multiple industries, including real estate, blue-collar trades, professional services, and auto repair. The firm is highly efficient and has a tech-forward model that emphasizes automation, strong staff accountability, and consistent profitability. Owner hours are only 1,800 per year. With 2024 revenue of $1.14M and 2025 projected revenue of $1.3M, the firm operates at a high cash flow of $656,000—offering extraordinary income potential with low overhead and a scalable structure. Ideal Buyer: Expertise in partnership real estate law is essential, as key clients rely on specialized support in this area. The ideal buyer will bring strong leadership, business acumen, and experience managing a high-performing team. With the firm’s emphasis on automation, the Buyer should have an ongoing interest in tech-based solutions to keep the practice on the cutting edge of internal efficiency and external value. The ability to delegate effectively while maintaining exceptional client service is key to sustaining growth and preserving trusted relationships. This is a well-built, high-growth practice with an abundance of future growth opportunities ahead.
