Accounting Practices for Sale in California

Take over a well-established bookkeeping and tax services firm with a trusted reputation built over more than 40 years in business. The owner is preparing for retirement, creating an excellent opportunity for a buyer to step into a stable, relationship-driven practice with consistent, recurring demand. The business serves a loyal base of long-term clients located throughout the U.S., providing recurring bookkeeping and tax services year after year. Client retention is strong, and revenue has grown steadily through organic means. New business is generated almost entirely through word-of-mouth r

The Business is a well-established, full-service CPA firm with over 20 years of proven success serving clients nationwide from its San Luis Obispo office. Founded in 2005, the firm has built a strong reputation for exceptional client service, high-quality tax preparation, and trusted advisory work. It provides tax preparation and advising, tax planning, bookkeeping, and payroll. With annual billings of approximately $1.5 million from tax preparation, tax consulting bookkeeping and payroll services, The Business provides both stability and growth potential. The practice prepares roughly 1,100 r