Start with the owner.
Understand what matters to you: your timeline, your team, your clients, and the role you want in the next chapter.
INDEPENDENT SPONSORS. SHARED CONVICTION.
Built to last.
Ready for
what’s next.
We acquire and grow CPA, tax, accounting, and bookkeeping firms. Bringing financial discipline and a practical operating perspective to the next chapter of what you’ve built.
A partnership built around your firm.
01 / OUR FOCUS
One focus.
A thoughtful next chapter.
We focus exclusively on CPA, tax, accounting, and bookkeeping firms built on trusted client relationships and recurring service needs.
RELATIONSHIPS WORTH PRESERVINGYour clients trust you.
Your clients trust you.
That should carry forward.
We’re interested in CPA and accounting firms built on enduring client relationships. Our focus is a thoughtful transition that supports your people, maintains service quality, and creates room to grow.
Discuss your firmWHAT DRAWS US TO A BUSINESS
01
Recurring client relationshipsOngoing accounting, tax, bookkeeping, and advisory needs.
02
A team and reputation to build onPeople who care about their work and the clients they serve.
03
A clear next chapterOwners considering succession, a transition, or a growth partner.
THE ORIGINAL RECURRING REVENUE MODELAnnual tax work.
Annual tax work.
Relationships that last.
Tax needs return every year. We’re interested in tax preparation and tax advisory firms with clients who return for trusted guidance, year after year. We see opportunity in preserving those relationships and supporting the team behind them.
Discuss your tax firmWHAT DRAWS US TO A TAX FIRM
01
Returning annual clientsEstablished individual and business tax relationships built over multiple tax seasons.
02
Trusted preparation and adviceReliable service, knowledgeable people, and a reputation clients return to.
03
A path beyond tax seasonOpportunities for ongoing tax planning, advisory, and complementary accounting services.
SERVICE WORTH BUILDING ONReliable books. Trusted people.
Reliable books. Trusted people.
A foundation for what’s next.
We’re interested in bookkeeping firms that help business owners stay on top of their finances. We look for ongoing client relationships and opportunities to support your team, strengthen workflows, and grow recurring services.
Discuss your bookkeeping firmWHAT DRAWS US TO A BUSINESS
01
Recurring client engagementsMonthly bookkeeping, reconciliations, payroll support, and financial reporting.
02
Consistent, dependable serviceEstablished routines, clear processes, and clients who value your team.
03
Room to support more clientsOpportunities to strengthen staffing, workflows, and service delivery.
Every firm is different. We start with fit, your goals, and a conversation.
02 / OUR APPROACH
Respect what’s been built.
Invest in what comes next.
As independent sponsors, we evaluate each acquisition individually and work to bring together the right ownership structure, operating plan, and capital partners for the firm.
Understand the firm.
Bring financial rigor and a practical operating perspective to the numbers, the services, and the client relationships behind them.
Build with intention.
Develop a transition and growth plan around the firm, with thoughtful investment in people, systems, and client service.
OUR POINT OF VIEW
The best next chapter builds on what already makes a firm valuable.
03 / THE PARTNERS
Different backgrounds.
Shared purpose.
Accounting experience meets an operating perspective. Together we focus on preserving client relationships, supporting teams, and building strong firms.
ACCOUNTING
& ACQUISITIONS
& ACQUISITIONS
FOUNDING PARTNER
Mubarak Shah, CPA
A CPA, entrepreneur, and M&A advisor, Mubarak brings experience in accounting, quality of earnings, and transaction advisory. As the founder of ACE CPAs, he understands the people, client relationships, and financial discipline behind an accounting business.
Connect with MubarakACQUISITIONS
& SYSTEMS
& SYSTEMS
FOUNDING PARTNER
Jay Jami
Jay brings experience in M&A, product, and AI, with work at DealOrb focused on simplifying the acquisition process. At Rune, that perspective supports thoughtful acquisitions and practical improvements to systems and workflows within CPA, tax, accounting, and bookkeeping firms.
Connect with JayLET’S EXPLORE WHAT’S POSSIBLE
Every next chapter
starts with a
conversation.
Thinking about your firm’s next chapter? Representing a CPA, tax, accounting, or bookkeeping firm? Interested in partnering on an acquisition? Book a confidential call and let’s talk it through.
Email MubarakBook a call.
Pick a time that works for you for an introductory call with Mubarak.
Can’t find a time? Open the calendar in a new tab or email admin@acecpas.com.