This well-rounded CPA Practice for sale in Bozeman, MT generates annual gross revenues of approximately $386,000 and offers an attractive combination of strong profitability, balanced revenues, and an established team. The firm’s diversified service mix—approximately 39% bookkeeping/accounting, 54% tax, and 7% consulting—supports more consistent workflow and collections throughout the year, reducing reliance on tax-season activity. Moreover, with a strong fee structure and an efficient, semi-virtual operating model, which incorporates predominately electronic data collection and virtual client meetings, the practice generates robust cash flow to the owner exceeding 55% of gross income.

The proficient staff is actively involved in service and delivery and is likely to remain with the practice under new ownership, subject to comparable treatment and compensation. The Seller is also willing to provide transition support through one or two tax seasons under mutually agreeable terms to facilitate continuity. Located in the heart of one of the most desirable and rapidly growing communities in the Mountain West, this modern, manageably sized practice is well positioned for continued growth and presents an attractive opportunity for an experienced CPA to transition seamlessly into practice ownership. Further, the firm’s semi-virtual operating model offers an established firm the flexibility to expand its local presence by acquiring a profitable, year-round book of business and an experienced team.