REMOTE-CAPABLE CAS FIRM SERVING HIGH-NET-WORTH CLIENTS IN LOUISIANA
Louisiana CAS Accounting Firm Serving High-Net-Worth Clients
On NextCompany since September 14, 2026 (31 days)
LA area
Business overview
This Louisiana CAS accounting practice provides tax preparation, bookkeeping, and advisory services to high-net-worth individuals, including physicians and entrepreneurs. The practice generates annual gross revenue of $1,025,000. It carries an asking price of $2,100,000.
The practice runs through a self-sufficient team led by an operations manager. It delegates client communications, service delivery, and systems to its operations team. The firm attracts nearly all new business through referrals, particularly from the medical community.
Who is a good fit for this business
- CPAs comfortable delegating service delivery to an autonomous team could operate this practice remotely.
- Accounting firms with high-net-worth client experience could expand services that existing clients already request.
Details
- Reason for selling
- Career Change
Frequently Asked Questions
The practice supports remote ownership through fully remote-capable staff and a delegated operating model. It maintains a team that values some in-office connection, making occasional in-person time helpful for continuity.
The practice has staff capacity to take on 20% more work. It also has opportunities to formalize marketing and expand into adjacent services that existing clients request.
The practice has a new referral partnership that remains in its early stages. It expects additional revenue as the partnership matures.