1.1Industry

Accounting, Tax & Audit

CPA firms, tax advisors, and audit practices providing financial reporting, compliance, and tax planning services to businesses and high-net-worth individuals.

7
Segments
36
Verticals

Overview

Accounting, Tax & Audit covers the firms that keep companies compliant and financially legible — CPA practices, tax preparers and advisors, payroll processors, and outsourced finance-and-accounting providers. The work splits into four economic engines: assurance (independent audits and reviews), tax (compliance plus higher-value advisory), payroll, and day-to-day bookkeeping and F&A outsourcing.

The industry is overwhelmingly a profession of small partnerships and independent shops, with a thin layer of national brands and the Big Four at the top of the audit market. Revenue blends recurring annual cycles (tax season, audit engagements, monthly close) with project advisory, which makes books predictable but tightly bound to professional labor and partner capacity.

Market snapshot

Market size
~$209B
Growth
~6.5%CAGR (2017–22, nominal)
Companies
~120,223 firms
Firms by employee count

95.1% of firms have fewer than 20 employees: 114,350 micro-businesses, below most mandates.

The investable universe5,873 firms with 20+ employees
20–99
4,43976%
100–499
89015%
500+
5449%

The category is a barbell: ~95% of firms have fewer than 20 employees, while 544 exceed 500. Payroll processing is the only consolidated segment — audit, bookkeeping and tax preparation are all highly fragmented, and in the latter two more than 80% of businesses have no employees at all.

NAICS 541211, 541213, 541214, 541219. U.S. Census Bureau — 2022 Statistics of U.S. Businesses; U.S. Census Bureau — 2022 Economic Census.

Business model & economics

Revenue model

Fee-for-service plus recurring compliance and retainer work

Key economics

Revenue per firm
$1,737,169
Revenue per employee
$159,011
Employees per firm
10.2
Recurring revenue
Moderate–High

annual tax and audit cycles, monthly bookkeeping and payroll

EBITDA margin
15–30% (owner-comp adjusted)
Capex intensity
Low

Characteristics

  • Balanced cost base — payroll is 41% of revenue, leaving room to scale margin without cutting staff
  • Owner-operator dominated — 77% of businesses have no employees but take only 6% of revenue
  • Deep strategic-buyer pool — 544 firms exceed 500 employees, so a scaled asset has trade buyers
  • People-driven economics — capacity and margin track billable professional headcount.
  • Recurring compliance work anchors retention; advisory carries the premium pricing.
  • Licensure, peer review, and regulatory barriers limit who can sign opinions.

NAICS 541211, 541213, 541214, 541219. U.S. Census Bureau — 2022 Statistics of U.S. Businesses; U.S. Census Bureau — 2022 Economic Census; U.S. Census Bureau — 2022 Nonemployer Statistics.

M&A deal context

Deal activityHigh

Who’s acquiring

  • PE-backed accounting platforms
  • Regional firm roll-ups
  • Payroll & fintech strategics

What’s driving deals

  • Private equity entering CPA firms in force since 2021 via alternative practice structures.
  • Partner succession and a shrinking CPA pipeline forcing sales and mergers.
  • Automation and offshoring shifting mix from commodity compliance to advisory.
  • Platforms cross-selling tax, audit, payroll, and F&A across an acquired client base.

Segments in this industry

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