Under Contract
Well Established CPA Firm in SLO CA
CPA Firm in San Luis Obispo, CA, Under Contract
On NextCompany since September 14, 2026 (31 days)
San Luis Obispo, CAEstablished 2005
Business overview
This full-service CPA firm serves clients nationwide from San Luis Obispo, CA. The business has operated since 2005 and currently remains under contract. It prepares roughly 1,100 tax returns annually alongside advising, planning, bookkeeping, and payroll services. Bookkeeping and payroll generate $15,000/month in recurring revenue.
The firm shifted toward business clients in 2023 but continues serving individuals. Its clients span construction, real estate, law, engineering, architecture, and vineyards. The listing carries a $2,200,000 asking price, $1,500,000 gross revenue, and $710,000 cash flow SDE. The owner plans to retire.
Who is a good fit for this business
- Accounting practice owners seeking expansion through a predominantly business-focused client base.
- Acquirers seeking recurring bookkeeping and payroll revenue alongside tax services.
Details
- Reason for selling
- Retirement
Frequently Asked Questions
The firm provides tax preparation, advising, planning, bookkeeping, and payroll services nationwide. It prepares roughly 1,100 tax returns annually. Its business clients span construction, real estate, law, engineering, architecture, and vineyards. It also retains individual clients.
The listing reports a $2,200,000 asking price, $1,500,000 gross revenue, and $710,000 cash flow SDE. The firm generates $15,000/month in recurring revenue from bookkeeping and payroll.
The firm maintains structured operations with stable professional staff. The listing identifies referrals and regional CPA retirements as avenues for growth.
The CPA firm currently remains under contract. The owner cites retirement as the reason for selling.