Northwest Metro CPA Firm - $900K+ Revenue. 57322

Business Overview:

The firm provides individual and business tax preparation, payroll, bookkeeping, and tax planning services to a loyal, longstanding client base. For the trailing twelve months ending May 2025, the firm generated $901,178 in revenue and $335,514 in owner cash flow. The firm's revenue is well-diversified: • Individual tax preparation comprises 40% of revenue, with an average fee of approximately $450. • Business tax returns account for 22%, averaging $1,000 per engagement. • Payroll services represent 15%, with an average client fee of $1,600. • Bookkeeping accounts for 20% of revenue, serving approximately 100 clients with average revenue of around $1,810 per client. This is an excellent opportunity for a growing firm, experienced CPA, or private equity group seeking to expand with a high-margin, loyal client base and built-in staff continuity. Sunbelt Listing ID: 57322 >>

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Reason for Selling:

Transition to Retirement. Kindly ask the seller for more information.

Additional Details:

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