CPA Firm, 80% Recurring Revenue in CA| Trademarked Brand & Niche Focus
Listing ID: AS8428
Key KPIs & Metrics
Industry: Accounting / Professional Services
Years in Business: 6
TTM Revenue: $800,000
TTM Profit (EBITDA before owner salary/distributions): $464,000
Profit Margin: 58%
Recurring Revenue: ~80% from monthly retainers
Churn/Retention: Cancellations rare (<5% annually estimated)
Employees/Contractors: 2 employees, 2 offshore contractors (staying post-sale)
Owner Hours: ~30/wk; ~50/wk during tax season (turnkey with SOPs + staff)
Online/Remote: 100% remote capable
Intellectual Property: Trademark “Pocket CPA,” domains, customer list
Turnkey: Yes, SOPs, trained staff, transferable client base
Financing: Flexible structures available (incl. seller financing consideration)
Overview
Established over 6 years, this accounting firm operates as a professional corporation with a recurring revenue subscription model. The business provides outsourced accounting and CFO services, supported by a trademarked brand and a strong reputation in both traditional and niche markets, including fitness. With a lean structure of employees and offshore contractors who remain post-sale, the business is turnkey and designed for seamless ownership transition.
Opportunities
Significant upside exists through scaling ad spend to drive higher website traffic and conversions, expanding staff capacity both onshore and offshore, and leveraging the trademarked brand to grow monthly retainers. Additional opportunities include building referral channels with payroll providers and investing in workflow software to enhance efficiency.
This business is attractive for its stability, profitability, and defensibility in a sector with rising demand. The high-margin model (profit margin 58% calculated) is underpinned by monthly recurring retainers, reducing reliance on seasonal spikes. With cancellations rare (<5% annually estimated), and fees trending higher, the buyer inherits a predictable, growing cash flow stream. Flexible deal structures make this an accessible acquisition, while AI integration and niche dominance position the firm for long-term scalability and premium valuation.
