Business Description

Located in North Phoenix, Arizona, this successful CPA firm generates $821,000 in recurring revenue, with Seller Discretionary Earnings of $420,000. The firm specializes in serving business clients, who make up over 60% of its revenue. These businesses are typically owned by the 1040 clients who also work with the firm. The firm's monthly bookkeeping and accounting services contribute significantly to its annual production, with around 25 clients in this category. With a strong cash flow margin of 53%, this CPA firm is well-positioned for bank financing. The opportunity includes a diverse client base, ranging from mid-sized companies to small businesses, providing ample room for growth. The current principal is open to staying on post-acquisition, either in a production capacity or in a management role for fair compensation until 2027. Notably, there is no audit or attest work involved in this acquisition, streamlining the transition process for prospective buyers.