Raleigh Metro CPA Firm With 55%+ Cash Flow Margins And Client Waiting List
Raleigh Metro Tax and Accounting Practice
On NextCompany since October 27, 2026 (1 day)
NC area
Business overview
This Raleigh metro accounting practice serves individuals and small businesses through tax preparation, bookkeeping, and payroll. It has served the area for more than 20 years. The practice reports $900,000 in annual gross and carries a $1,300,000 asking price. Referrals built its client base without advertising for more than 15 years. Limited team capacity has left approximately 100 prospective clients on a waiting list. The owner expects to help during tax season as a successor takes over.
Who is a good fit for this business
- Younger CPAs prepared to review individual returns, prepare business returns, and advise tax clients.
- Established accounting firms able to add staff and serve clients on the practice's waiting list.
- Accounting professionals seeking a referral-driven practice and planning to modernize document intake and client portals.
Details
- Reason for selling
- Retirement
Frequently Asked Questions
The practice prepares tax returns for individuals and small businesses. It also provides monthly bookkeeping and payroll services, and most tax clients return each year.
Owner cash flow reached 56% in 2025 and 60% year to date in 2026. Revenue grew 6% in 2025.
The current team has limited new client intake despite a waiting list. Additional staff could serve those prospects, while automated document intake and an expanded client portal could support the work.
A successor would review all individual returns and prepare all business returns. The role also includes tax advisory work and maintaining the responsiveness clients expect.
The owner plans to retire. They expect to remain involved during tax season for a period to support the transition.