1265 – Established CAS Practice with Strong Growth
With more than 30 years in business, this established Practice offers accounting, advisory, and consulting services to approximately 75 active clients as of September 2026. Its focus on monthly client accounting services (CAS) provides recurring revenue and an attractive foundation for continued growth. The Practice also has a scalable operating model that supports increased revenue without a corresponding increase in labor or overhead. The estimated 2025 service mix consisted of 95% Monthly CAS, 3% Stand-Alone Tax, and 2% Other Services. Gross receipts reached $959,663 in 2025 – a 32% increase over 2024, and $1,051,101 for the trailing twelve months ending August 2026. A team of eight (8) professionals, including the Owner, support the Practice. The Owner is committed to a smooth transition and is willing to assist with the transfer of goodwill, business development, and ongoing mentorship for a mutually agreed-upon period.
1265 – Established CAS Practice with Strong Growth
1265 – Established CAS Practice with Strong Growth
With more than 30 years in business, this established Practice offers accounting, advisory, and consulting services to approximately 75 active clients as of September 2026. Its focus on monthly client accounting services (CAS) provides recurring revenue and an attractive foundation for continued growth. The Practice also has a scalable operating model that supports increased revenue without a corresponding increase in labor or overhead. The estimated 2025 service mix consisted of 95% Monthly CAS, 3% Stand-Alone Tax, and 2% Other Services. Gross receipts reached $959,663 in 2025 – a 32% increase over 2024, and $1,051,101 for the trailing twelve months ending August 2026. A team of eight (8) professionals, including the Owner, support the Practice. The Owner is committed to a smooth transition and is willing to assist with the transfer of goodwill, business development, and ongoing mentorship for a mutually agreed-upon period.
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