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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.
Monthly subscription services with 85%+ client retention rates. Predictable, scalable revenue streams across tax preparation, bookkeeping, and IT services.
Distributed network of CPAs, EAs, and IT professionals. Zero real estate costs, 100% online delivery. Rapid scaling without geographic constraints.
Consolidate fragmented professional services market. Acquire local practices, migrate to platform. Immediate margin expansion through operational efficiency.
$150B+ addressable market across tax, accounting, and IT services. Cross-selling opportunities. Diversified revenue streams reduce concentration risk.
Active Clients
500+
Monthly Recurring Revenue
$85K+
Client Retention
85%+
Partner Network
40+
Proprietary AI tools for tax optimization, document processing, and client communication. 40% faster service delivery.
Cloud-native platform built for growth. Handles 10x client volume without infrastructure changes.
CAC payback < 6 months. LTV:CAC ratio > 5:1. Gross margins 65%+.
Founded by CPA with 15+ years experience. Team includes former Big 4 and startup executives.
Schedule a confidential discussion with our investment team to learn more about the platform, financials, and growth roadmap.
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