About This Practice
This is a reputable CPA firm with a strong base of loyal, long-term clients and a committed staff that enjoys a relaxed, family-friendly culture. The current owner only puts in 600 hours a year, and the team as a whole has an excellent work-life balance. Even during tax season staff enjoy a 36-hour work week.
The firm’s excellent reputation in the community comes from its responsiveness, thoroughness, and ability to provide each client with tailored feedback.
This practice is well-positioned to make the transition to a fully virtual firm due to its excellent systems and processes. The firm currently sees 90% of clients virtually and the firm owner believes the few remaining traditional clients can be easily transitioned. All staff have remote work capability. With $200,000 in projected revenue for 2024, this is a great chance for someone wishing to launch their own business or grow their current clientele!
Highlights:
- Owner hours only 600 per year
- Excellent staff wanting to stay
- Excellent and loyal client base
- 90% virtual clients
Ideal Buyer:
The ideal buyer is someone who is approachable and understands the importance of building and maintaining strong client relationships. A commitment to engaging directly with clients is crucial to preserving the trust established over the years. This is a fantastic opportunity for an existing firm seeking to expand. The buyer should have 7-10 years of small business experience. A CPA Alberta certification is required.
Request Full Profile
Sort by: