Profitable CPA Firm With Strong Recurring Revenue, Nationwide Client Base And Seamless Transition

Name: Profitable CPA Firm with Strong Recurring Revenue, Nationwide Client Base and Seamless Transition
Address: Not Disclosed, Relocatable, FL, Not Disclosed, US
Price range: $$$$

Relocatable, FL Not Disclosed

Asking Price: $3,300,000

Annual Revenue: $910,769

Services: Financial, Accounting, Insurance

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Services: Financial, Accounting, Insurance
Profitable CPA Firm with Strong Recurring Revenue, Nationwide Client Base and Seamless Transition

Seller's Contact Information

RE: Profitable CPA Firm With Strong Recurring Revenue, Nationwide Client Base And Seamless Transition
Contact: Buyer Email List

Listing Update!

Update: Profitable CPA Firm With Strong Recurring Revenue, Nationwide Client Base And Seamless Transition is no longer available. We’ve included some similar active listings below that you may be interested in. You can also explore similar listings in the Services: Financial, Accounting, Insurance Industry.

Business Overview:

An exceptional opportunity to acquire a 25-year established CPA firm with outstanding recurring revenue, loyal clients, and proven operational systems. • Recurring Revenue Strength: Over 70% of revenue is subscription-based, generating $60,000+ in predictable monthly billings from 144 active clients. Minimal seasonality ensures steady, reliable cash flow. • Diverse, Nationwide Client Base: Serving individuals, corporations, partnerships, estates, and startups, with particular strength in the tech and startup sectors. No single client represents more than 10% of revenue, minimizing risk. • Streamlined Operations: Supported by both domestic and offshore staff, the firm utilizes modern platforms such as QuickBooks Online, Intuit ProConnect, ClickUp, and Truss e-signature. With most clients on auto-billing, accounts receivable are near zero and collections are immediate. • Growth Potential: Expand subscription offerings, introduce advisory services, or leverage the firm’s national, tech-enabled model to scale further. • Transition & Continuity: The seller is committed to ensuring client retention and is willing to remain involved post-sale, focusing on relationship continuity and business development. This firm is a strategic acquisition for an existing CPA practice seeking scale or an entrepreneurial CPA looking for a fully operational, growth-ready practice with stable recurring cash flow and a nationwide presence. • Next Steps: Interested buyers must sign an NDA, complete a buyer profile, and provide proof of funds.

Reason for Selling:

Retirement. Kindly ask the seller for more information.

Additional Details:

The property is Leased.
This is not homebased business opportunity.
This is not a franchise resale opportunity

Relevant Links:

Opportunity Update!

Exciting update: Profitable CPA Firm With Strong Recurring Revenue, Nationwide Client Base And Seamless Transition has a new owner due to high interest! More opportunities await. Explore our site for other listings or sign up here for email alerts. Find your perfect business opportunity today!

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Offer of the Year!

Pueblo, CO

Pueblo County

Tremendous Income!!Receive a phenomenal income as a partial owner or complete owner of a Cannabis Grow Center, and you can do it from the comfort of your home. We have been in the Cannabis industry for over 10 years. Obviously, we are in the top ten percent in the state of Colorado that made it through the pandemic with both dispensaries and grow centers intact. We have 18 grow center licenses and over 165 acres. We have indoor grows, outdoor grows and humidified buildings for storage. We are in the process of selling one of our grow centers. This grow center has a massive plant count to ensure a phenomenal return. The greatest feature of this offer is that we sell to our very own dispensaries, and the price is always guaranteed. Go to our website and take a look for yourself and then give us a call so you can have all of your questions answered. You will be thrilled when you actually hear the plant count, and the projected annual residual income. For as low as $65,000 you can sit on your couch and earn a massive residual income in the lighting fast growing cannabis industry. Don't delay, call today since we believe this offer will not last very long. This is truly a once in a lifetime opportunity.In business timing is everything and today your timing is perfect!We look forward to hearing from you. 800-881-1528 www.CRMFarms.com

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Well Established CPA Firm in SLO CA

San Luis Obispo, CA

San luis obispo County

The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong reputation for exceptional client service, high-quality tax preparation, and trusted advisory work. It provides tax preparation and advising, tax planning, bookkeeping, and payroll.With annual billings of approximately $1.5 million from tax preparation, tax consulting bookkeeping and payroll services, The Business provides both stability and growth potential. The practice prepares roughly 1,100 returns annually, with a client base that spans industries including real estate, construction, law, engineering, architecture, vineyards, and professional services. This diversification minimizes sector risk and ensures steady revenue.The Central Coast market is experiencing rising demand for CPA services due to retirements in the aging CPA population, creating a unique opportunity for continued expansion. The Business’ long-standing brand, diversified client mix, and recurring revenue streams position it as a premier acquisition opportunity in California’s competitive CPA market.Key Highlights• Established Reputation: 20 years of proven success and community recognition.• Annual Billings: ~$1.5 million in annual revenue.• Recurring Revenue: $15,000/month from bookkeeping & payroll services (~$180K annually).• Client Retention & Loyalty: Longstanding relationships across business and individual sectors.• Market Demand: Rising need for CPA services due to retirements in the local CPA population.• Diversification: Client base spans multiple industries, reducing sector-specific exposure.• Work-Life Balance: Well-structured operations with stable professional staffAcquisition BenefitsThe Business offers a buyer the chance to acquire a profitable and well-established CPA firm with:• A respected 20-year brand in a desirable California market.• $1.5M in annual revenue with stable recurring revenue.• Diversification across resilient industries.• Significant growth potential due to ongoing CPA retirements in the region.• A turnkey, professionally staffed practice with immediate scalability.Growth & Market Position• Steady Growth: Driven primarily by organic client referrals and reputation.• Succession Market: Local CPA population skews older, creating strong ongoing demand.• Strategic Realignment (2023): Shifted to a predominantly business-focused client base while maintaining individual return relationships.CustomersRepresentative industries served include:• Real Estate Development & Construction• Contractors & Trade Services• Law Firms & Professional Practices• Engineering & Architecture Firms• Realtors & Brokerages• Specialty Oil Field Repair Services• Vineyards & Agriculture• Broad array of service-based businessesAccording to IBISWorld as the US economy is expected to rebound gradually from current financial challenges, GDP and disposable income are projected to grow, fostering demand for professional tax services. Yet, ongoing competition from digital solutions, coupled with potential changes in tax legislation under the new administration, could shape the industry's trajectory. Overall, revenue for tax preparation service businesses in the US is forecast to creep upward at a CAGR of 1.1% in the next five years, reaching $15.3 billion in 2030.

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Winston Salem, NC

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$6.7M Allstate Agency in Naples, FL (H)

Naples, FL

Collier County

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Insurance Agency for Sale - Billings, MT

Billings, MT

Yellowstone County

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Saint Helens, OR

Columbia County

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Portland, OR

Multnomah County

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Meridian, ID

Ada County

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Corvallis, OR

Benton County

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Coeur D Alene, ID

Kootenai County

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Coos Bay, OR

Coos County

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Cash Flow Not Disclosed

Revenue $3,600,000

$ Owner Financing Available

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Hayden, ID

Kootenai County

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Meridian, ID

Ada County

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Cash Flow Not Disclosed

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Caldwell, ID

Canyon County

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Cash Flow Not Disclosed

Revenue $7,500,000

$ Owner Financing Available

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$4.5M Allstate Agency in Hilton Head, SC(H)

Hilton Head Island, SC

Beaufort County

Established turn-key ELITE agency is rooted in one of the Southeast’s fastest-growing coastal markets. Hilton Head draws year-round residents, retirees, and high-net-worth individuals — creating a steady demand for insurance services. As the island continues to thrive with new development and a strong economy, your business grows right alongside it. It has over $3.3M in earned premium that consists of a preferred auto/homeowner customer base, plus a brokered book over $1.2M in premium! Excellent opportunity for growth in cross sales as well as life/financial services. The current owner is available to assist with transition and guidance. This is a wonderful opportunity to acquire an established turnkey operation with excellent cash flow. This won’t last long on the market!

Cash Flow Not Disclosed

Revenue Not Disclosed

$ Owner Financing Available

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$5.3M Allstate Agency in Cary, NC(H)

Cary, NC

Wake County

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Cash Flow Not Disclosed

Revenue Not Disclosed

$ Owner Financing Available

Asking Price: $556,000

$2.6M Allstate Agency in Pinehurst, NC(H)

Pinehurst, NC

Moore County

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Cash Flow Not Disclosed

Revenue Not Disclosed

$ Owner Financing Available

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$3.4mm Allstate Agency in Boone, NC(H)

Boone, NC

Watauga County

Established award winning $3.4M agency is nestled in the heart of the Blue Ridge Mountains. Boone, NC blends small-town charm with vibrant energy. With its walkable downtown, thriving arts scene, and welcoming community, Boone offers the perfect mix of relaxation and adventure This turnkey PRO agency is located in a busy retail area and has great signage and visibility. The agency consists of a preferred auto and homeowner customer base with excellent opportunity for growth in cross sales as well as life/financial services. Potential to increase revenues through new and renewal commissions and bonus. Agency owner is well connected in the community and has developed solid customer loyalty. Take advantage of this rare opportunity!

Cash Flow Not Disclosed

Revenue Not Disclosed

$ Owner Financing Available

Asking Price: $799,000

$4.2M Allstate Agency in Beaverton, WA(H)

Beaverton, OR

Washington County

Established $4.2 million agency in Beaverton, OR which is located in the Portland metropolitan area, about 7 miles west of downtown Portland. The city is the second-largest incorporated city in Washington County and is known for its high-tech industry, with around 300 companies located there, earning it the nickname "Silicon Forest." The agency consists of a preferred auto and homeowner customer base with excellent opportunity for growth in cross sales as well as life/financial services. This agency is a turnkey operation with staff making the transition.

Cash Flow Not Disclosed

Revenue Not Disclosed

$ Owner Financing Available

Asking Price: $1,250,000

$4.8M Allstate Agency in West Columbia, SC(H)

West Columbia, SC

Lexington County

This well-managed turnkey ELITE Allstate agency is located in the West Columbia area of South Carolina. This agency offering has approximately $4.8 Million in combined earned premium plus brokered, that consists of a preferred auto/homeowner customer base with excellent opportunity for growth in cross sales as well as life/financial services. The agency has a low loss ratio and customer loyalty has created excellent retention in the book. This is a wonderful opportunity to acquire an established 26 year old turnkey operation with excellent cash flow and a good-sized earned premium amount that will support and encourage continued growth. This won’t last long on the market!

Cash Flow Not Disclosed

Revenue Not Disclosed

$ Owner Financing Available

Asking Price: Not Disclosed

Complex Digital Asset Reconciliation and Reporting

Not Disclosed, NY

Not disclosed

This is a blockchain reporting company that transforms raw digital asset data into clear financial records. This fully remote SaaS business has a platform built for financial professionals who need to understand complex activities, such as yield generation and decentralized trading, which often involve fragmented and opaque on-chain behavior. Some of the investment highlights include:Proprietary Technology: The company's advantage lies in its reconciliation engine, which produces audit-ready sub-ledgers with provable accuracy.Core Product: The core product goes beyond simple tax calculation to create a verifiable, end-to-end audit trail. The platform's scalable, modular architecture is designed for quick adaptation to new blockchains and regulatory changes.API: The company has also developed an API that allows its proprietary data to be seamlessly integrated into other accounting platforms, such as SoftLedger. Outputs include ERP-mapped sub-ledgers and Reconciliation Worksheets that provide line-item provenance for every unit, suitable for regulators and auditors. Competitive Differentiation: The company transforms blockchain data into reconciled, compliance-ready financial outputs. Unlike tools that scrape transactions and apply generic labels, the company maintains a wallet-by-wallet cost basis with a proprietary lot manager and models native on-chain activity, such as stake accounts, PDAs, commissions, fees, and MEV. A rules-driven reconciliation engine matches inflows and outflows, assigns a cost basis, and flags exceptions, producing sub-ledger reports that can be mapped to ERP and GL systems. Every figure is independently verifiable down to each transaction component.Customer Base: The company’s customer base comprises sophisticated clients for whom precision and regulatory compliance are non-negotiable.Core Product: Clientele includes white-label clients, who integrate the company's API into their own offerings; large firms, including major accounting firms and institutional partners; and high-net-worth individuals and family offices that rely on the platform to manage complex, multi-wallet portfolios and withstand regulatory scrutiny. This customer base validates the technology's ability to grow and adapt quickly, proving the platform is indispensable for a wide range of critical financial needs in the institutional digital asset market.Custom Builds: Some clients, like high-frequency trading clients, require custom reporting solutions. These are typically higher-value engagements that involve tailored gain/loss calculations and wallet-level analysis.Acquiring this company will expand your capabilities. The platform converts opaque on-chain and exchange activity into audit-ready sub-ledgers, enabling premium service lines and accelerating product adoption across high-value accounts. Every figure ties to a deterministic chain of custody, which reduces audit exposure and shortens close cycles. The demand for reliable, institution-grade reporting is accelerating, and this company is uniquely positioned to meet this need with a proven platform, deep domain expertise, and scalable infrastructure built for high-volume environments.NEXT STEPS: If you’re interested in this business, please fill out the contact form, and we will email you an NDA to e-sign. Please look for an email with the subject “Complex Digital Asset Reconciliation and Reporting Software Company (NFA-204)”. You can access more information on this business after e-signing our NDA.

Cash Flow Not Disclosed

Revenue Not Disclosed

Asking Price: $3,000,000

Authoritative Tax Information & Services Website

Tampa, FL

Hillsborough County

WebsiteClosers® presents an elite digital asset and authoritative content platform operating in the U.S. Tax Services and Information sector. Built on one of the most recognizable domain names on the internet, this business serves as a trusted destination for millions of Americans seeking up-to-date guidance on tax preparation, e-filing, IRS deadlines, tax refunds, deductions, and personal finance topics.The site functions as a high-traffic content hub optimized for seasonal surges and evergreen interest in tax-related topics. From tax brackets and refund schedules to IRS contact resources, filing tips, and affiliate e-filing promotions, this business provides a seamless blend of informative content and monetized pathways that drive strong annual revenue at ~90% profit margins. The business capitalizes on direct navigation, longtail SEO, and trending search demand surrounding tax season and federal policy changes.With rankings on thousands of keywords such as “how to file taxes online,” “IRS refund schedule,” “tax brackets 2024,” “IRS phone number,” and “efile taxes,” this business benefits from strong organic visibility and substantial direct traffic due to the trust built into the brand name. It’s monetized primarily through Google AdSense, Ezoic, and affiliate partnerships with tax software platforms. The advertising model is completely automated, requiring no sales staff, no client relationships, and no active marketing. The business runs with no employees, though a small offshore team is available and trained in content updates, reporting, and compliance.Operationally, the business is simple and highly passive. The current owner invests approximately one hour per week overseeing ad performance and occasional content tweaks. All hosting, content, and monetization systems are fully in place. There are no product SKUs, no customer service queues, and no technical complexities — making this an ideal acquisition for investors, portfolio operators, or content marketing specialists seeking recurring revenue with minimal touch.Key Valuation Points• Memorable Domain with High Direct Traffic.• Average Monthly Revenue of $39,332.• 88% Direct and 12% Organic Traffic.• Minimal Owner Involvement - 1 Hour Weekly.• Revenue Streams: 2/3 Affiliates, 1/3 Advertising• Growth Potential with SEO and Content Expansion.• Stable Revenue with Prepay and Net 15-30 Terms.Growth opportunities are substantial. A new owner could dramatically expand earnings through newsletter creation, sponsored content, Spanish-language expansion, a downloadable tax filing guide, or syndication of content through Google News and social platforms. With near-limitless SEO headroom and rising consumer demand for independent, trustworthy tax guidance, this business is a powerhouse brand that has only scratched the surface of growth.This is a rare opportunity to acquire an iconic piece of internet real estate that also happens to be a lean, profitable, and fully operational business in the evergreen tax and financial literacy sector.Contact WebsiteClosers® today to unlock the full potential of this once-in-a-generation digital asset.WC 3846

Cash Flow $399,155

Revenue $429,852

$ Owner Financing Available

Asking Price: $996,137

Insurance Agency Specializing in Travel Health

Not Disclosed, IN

Not disclosed

Started in 2011, this Insurance Agency focuses on selling travel health insurance to students and scholars traveling to the United States. They have become a widely recognized leader in the travel health insurance and travel insurance markets serving citizens in 78 countries in 2024. Efficient team and support model has successfully accomplished growth, expansion and distribution of high-quality products. Well-built, user-friendly website brings in nearly 85% of production. Strong earnings business model reaching Adj. EBIDTA of 22%. Unparalleled growth opportunities lie in the duplication and expansion of the current platform, well beyond historic production of nearly $8 million.

Cash Flow $215,399

Revenue Not Disclosed

Asking Price: $802,694

Profitable Financial Services Business, Turnkey

Houston, TX

Harris County

This well-established tax and financial services firm in Houston has already generated $695,148 in revenue for 2025, and serves a loyal base of over 487 clients. Founded and grown by a veteran, minority, and woman owner, the business has built a strong reputation for trust and service. With several larger accounts in the pipeline, the firm is positioned for significant growth. This is a turnkey opportunity with transition support available to ensure continued success under new ownership.

Cash Flow $585,197

Revenue $695,148

Asking Price: $125,000

Money Transfer & Retail Business with Steady Daily

Not Disclosed, AZ

Maricopa County

An excellent opportunity for a buyer seeking a profitable, easy-to-run business built around steady daily cash flow from money transfer services. With 15–30 transfers per day, this operation attracts loyal, repeat customers who also purchase groceries, accessories, and essentials during each visit. Supported by experienced staff and located in a high-traffic Phoenix area, the business offers multiple income streams and clear paths for growth through additional financial services and marketing.INVESTMENT HIGHLIGHTS: 15–30 daily money transfers generating consistent, repeat revenueStrong add-on sales from groceries, accessories, and convenience itemsPrime Phoenix location with dependable neighborhood trafficReliable, cross-trained staff handling daily operationsScalable model with potential to add check-cashing and bill-pay servicesTurnkey, low-overhead business ideal for an owner-operator or investorDon’t miss the chance to own a proven, cash-flowing business with steady daily income and built-in growth potential. Contact Transworld Business Advisors Phoenix today to learn more and schedule a confidential discussion about this opportunity.

Cash Flow $80,722

Revenue $91,553

Asking Price: $1,650,000

Established Investor & Trader Community

San Juan, PR

San juan County

For sale is a Discord-based fast-growing online community dedicated to trading education, market analysis, and real-time discussions across stocks, crypto, forex, and options. With a highly engaged member base, the server provides a collaborative environment where traders of all levels exchange insights, strategies, and signals. Its combination of community-driven knowledge, structured learning channels, and interactive features positions it as a valuable hub within the retail trading and investing ecosystem.For a buyer, this acquisition presents an opportunity to take ownership of a thriving community with built-in engagement and monetization potential. Discord’s interactive format lends itself to tiered memberships, premium signal groups, educational courses, affiliate partnerships with brokerages, and advertising opportunities. This platform already benefits from strong brand recognition and organic growth, which can be scaled through targeted marketing, influencer collaborations, and content repurposing across platforms such as YouTube, TikTok, and X (formerly Twitter).Looking ahead, the buyer can significantly expand revenue streams by professionalizing the server’s offerings—such as launching structured mentorship programs, proprietary trading tools, or subscription-based premium rooms. With the surge in retail investing and demand for community-driven insights, this recurring membership-based platform is positioned as both a high-value digital asset and a scalable model for long-term growth in the financial education and trading services sector.

Cash Flow Not Disclosed

Revenue $374,480

Asking Price: $1,200,000

Accounting/ Tax Practice - Book of Business

Fort Myers, FL

Lee County

Located in the heart of Fort Myers, Florida, the firm has been a trusted provider of tax, audit and attestation services for over 10 years. They specialize in delivering accurate, timely, and compliant financial reporting solutions to businesses and individuals across Southwest Florida. Over the past three years the firm has experienced above-average growth—driven by commitment to excellence, personalized client service, and deep understanding of evolving regulatory standards. The team of seasoned professionals brings a wealth of experience in audit procedures, financial statement attestation, and tax compliance, ensuring that clients are well-prepared and protected in an increasingly complex financial landscape.Why Choose this firm• 10 years of proven expertise• Exceptional client retention and satisfaction• Above-market growth fueled by referrals and results• Local knowledge with national-level standardsNow is the time to act and make this firm a part of your already existing business or branch out on your own.SBA Lender Pre-Qualified. Terms are approximate.

Cash Flow $432,085

Revenue $815,503

Asking Price: $799,000

Profitable Licensed Professional Tax / Firm

Not Disclosed, OR

Not disclosed

A Rare Opportunity: Acquire a Profitable & Established Financial Services FirmInvest in a legacy of trust and growth. The long-time owner of this premier local tax preparation, bookkeeping, and payroll company is seeking to retire, presenting a unique chance for a motivated licensed individual or firm to acquire a highly profitable and rapidly growing business.The Business & Its StrengthsThis is a full-service operation built on decades of excellence, ready for its next chapter of success.Established and Trusted: Boasting 20 years of service and strong relationships built on decades of trust and good will within the community.Comprehensive Service Offering: The company handles essential financial needs, including full-service tax preparation for personal and business returns, complete bookkeeping needs, and reliable payroll services for businesses.Financial Stability & Growth: The company has demonstrated consistent financial health, showing growth year over year in revenue and profitability.Guaranteed Revenue: A strong foundation of recurring revenues is secured through contractual agreements and secured with a business relationship commitment to excellent client service.Operational Excellence: The business is well-managed and poised for a smooth transition, currently led by an experienced manager who helps ensure continuity and quality service.Real-estate opportunity: To top it off, the real estate is available for purchase with business acquisition.This is a great opportunity for a licensed tax preparer or CPA to act on and I encourage you to reach out to compete the required NDA and learn more.

Cash Flow $312,919

Revenue $685,611

Asking Price: $60,000

Small ACA Insurance Book of Business For Sale

Boca Raton, FL

Palm beach County

Fully ACA-focused portfolio with 696 active members generating $433K in premium and $60K in annual commissions. Ambetter represents ~70% of total volume, with top-producing states including TX, FL, MI, OH, AZ, and TN.Buyers gain immediate bonus potential — even at one-third retention, estimated one-time bonuses total $23K , and at 50% retention approximately $35K. The portfolio also delivers steady $20 PMPM recurring cash flow with retention upside.This is a Book of Business-only sale (no employees or assets). Verified client data, carrier-approved transfers, and up to 60 days of transition support included.Strong upside for groups looking to expand ACA market share and recurring revenue.NDA is required to secure comprehensive Confidential Information Memorandum (CIM) crafted by ProNova Partners.5

Cash Flow $45,000

Revenue $60,000

$ Owner Financing Available

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Profitable CPA Firm With Strong Recurring Revenue, Nationwide Client Base And Seamless Transition

Relocatable, FL Not Disclosed

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Profitable CPA Firm With Strong Recurring Revenue, Nationwide Client Base And Seamless Transition

Relocatable, FL Not Disclosed

Business Overview:

Reason for Selling:

Additional Details:

Relevant Links:

Offer of the Year!

Well Established CPA Firm in SLO CA

Acquisition Opportunity of a M&A Boutique Firm

$4.9M Allstate Agency in Winston Salem, NC(H)

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$4.5M Allstate Agency in Hilton Head, SC(H)

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$4.8M Allstate Agency in West Columbia, SC(H)

Complex Digital Asset Reconciliation and Reporting

Authoritative Tax Information & Services Website

Insurance Agency Specializing in Travel Health

Profitable Financial Services Business, Turnkey

Money Transfer & Retail Business with Steady Daily

Established Investor & Trader Community

Accounting/ Tax Practice - Book of Business

Profitable Licensed Professional Tax / Firm

Small ACA Insurance Book of Business For Sale

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