OVERVIEW
Over decades of practice, this CPA firm has become the trusted tax and accounting resource for individuals and small businesses across its Western North Carolina community. As one of the few CPA firms serving its county and the growing town next door, the practice enjoys deep client loyalty, with roughly 98% of revenue returning year after year.
HISTORICAL REVENUE & CASH FLOW
- Asking Price: $171,000
- 2025 Revenue: $171,069
- 2025 Cash Flow: $82,463
- 2024 Revenue: $130,295
- 2024 Cash Flow: $53,647
- 2023 Revenue: $136,034
- 2023 Cash Flow: $64,051
BUSINESS HIGHLIGHTS
- Highly seasonal workload: about 85% of returns are completed between February and mid-April, and the owner averages roughly 20 hours a week through the summer months.
- Approximately 98% of revenue comes from returning clients, with the three largest clients accounting for only about 8% of revenue.
- One of very few CPA practices serving its home county and a fast-growing neighboring town, where the only other CPA is not accepting new clients.
- Demand exceeds capacity: the practice turns away 30 to 50 prospective clients every filing season.
- Fees remain well below metro-area pricing, leaving clear room for increases without adding clients.
- Growth available through fee increases, added capacity, a satellite presence in the neighboring growth corridor, and expansion into bookkeeping, payroll, and advisory services.
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