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INVESTMENT OPPORTUNITY

Scale Expertise Across America

Join CPS Accounting & Tax in building the next generation of virtual professional services. Our platform enables a roll-up strategy across CPA, EA, and IT sectors with proven recurring revenue models.

Investment Thesis

Recurring Revenue Model

Monthly subscription services with 85%+ client retention rates. Predictable, scalable revenue streams across tax preparation, bookkeeping, and IT services.

Virtual Team Network

Distributed network of CPAs, EAs, and IT professionals. Zero real estate costs, 100% online delivery. Rapid scaling without geographic constraints.

Roll-Up Strategy

Consolidate fragmented professional services market. Acquire local practices, migrate to platform. Immediate margin expansion through operational efficiency.

Multi-Sector TAM

$150B+ addressable market across tax, accounting, and IT services. Cross-selling opportunities. Diversified revenue streams reduce concentration risk.

Platform Metrics

Active Clients

500+

Monthly Recurring Revenue

$85K+

Client Retention

85%+

Partner Network

40+

Competitive Advantages

AI-Powered Operations

Proprietary AI tools for tax optimization, document processing, and client communication. 40% faster service delivery.

Scalable Technology Stack

Cloud-native platform built for growth. Handles 10x client volume without infrastructure changes.

Proven Unit Economics

CAC payback < 6 months. LTV:CAC ratio > 5:1. Gross margins 65%+.

Experienced Leadership

Founded by CPA with 15+ years experience. Team includes former Big 4 and startup executives.

Ready to Explore This Opportunity?

Schedule a confidential discussion with our investment team to learn more about the platform, financials, and growth roadmap.

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