CAS & CAAS Practices for Sale

Client accounting and advisory practices delivering outsourced accounting, monthly close, reporting, and advisory on recurring engagements.

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What buyers typically evaluate

General considerations for cas / caas — client accounting & advisory services. This is plain-English background, not legal, tax, CPA, or valuation advice.

• Engagement scope and degree of standardization across clients
• Recurring revenue percentage and average monthly fee
• Technology stack and team structure
• Upsell into advisory or fractional CFO work

CPA Firms Tax Practices Bookkeeping Firms EA Practices Payroll Practices Fractional CFO & Advisory Audit / Review / Compilation Virtual Practices Fractional Controller Outsourced Accounting Department Multi-Service Accounting Firms

CPA Acquire is a listing directory only

CPA Acquire is a listing directory only. We do not broker, negotiate, value, advise on, escrow, or close any transaction. Buyers and sellers handle diligence, compliance, documents, and closing independently.