Established Tax and Accounting Firm With Cash Flow Above 50% in Denver, CO
Tax and Accounting Practice in Colorado
On NextCompany since September 14, 2026 (31 days)
CO area
Business overview
This Colorado accounting practice provides personal and business tax preparation alongside monthly bookkeeping for small business clients. The practice generates annual gross revenue of $1,600,000. It carries an asking price of $3,000,000. It projects cash flow to owner around $800,000 for 2026.
The practice bundles client fees into annual or monthly packages. It implements systematic annual fee increases. Its nearly paperless operations use documented workflows to support independent staff coverage. Its transition options accommodate local ownership or remote ownership with an owner continuing to run office operations.
Who is a good fit for this business
- Established CPA firms seeking monthly bookkeeping and tax services for a diversified small business clientele.
- Private equity platforms pursuing growth alongside an owner who plans to remain active.
- Entrepreneurial individuals with strong communication and operational skills who can assume a local, client-facing role.
Details
- Reason for selling
- Retirement
Frequently Asked Questions
The practice's transition plans include an owner who wants to continue running the team for 3 years. Its other owner remains open to a 1 year transition.
The practice has gained new clients entirely through referrals throughout its history. It maintains relationships with outside professionals that continue to generate new engagements.
The practice derives 60% of revenue from monthly recurring bookkeeping services. It packages client fees into predictable annual or monthly arrangements.