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The Holmes Group |
Toll-Free: 800-397-0249 |
This Semi-Virtual CPA practice for sale is based in North Dallas, TX and has annual gross revenue of approximately $1,750,000. The practice serves a high-quality client base consisting primarily of businesses and business owners. It caters to a niche market, which accounts for approximately 44% of total revenue and has proven to be a consistent referral source and is positioned well for continued growth within that vertical.
The firm uses an advantageous monthly fee model whereby 60% of the income is derived from recurring monthly fixed-fee services, thus generating dependable, year-round cash flow. Revenue is nicely balanced between 60% accounting/bookkeeping services and 40% tax work with notably over 85% of total revenue generated from business clients. Additionally, the operations are fully managed by a seasoned and knowledgeable team, allowing the practice to run independently. With streamlined processes and standardized workflows, the practice delivers a highly efficient operation generating solid profits to the owners exceeding 40% of gross revenue.
This is an exceptional, turnkey opportunity for an experienced CPA to step into a thriving, well-run practice with scalable infrastructure, a desirable client base, and a highly capable team in place to ensure a smooth transition and continued success.