Well-established Tax, Accounting, and Bookkeeping firm available in the south Ottawa area

About This Practice

This is a rare opportunity to acquire a very-well established firm that’s ready to be taken to the next level.

This longstanding tax, accounting, and bookkeeping firm has an exceptional reputation that has helped create steady growth and a very substantial and solid client base. Client engagements include compilations, personal tax with some tax advisory, bookkeeping, and minor estate work. A diverse mix of client industries maintains a stable client portfolio. Client demographics are favourable in terms of client age, business size, etc.  Steady client and industry referrals speak to the quality work the firm is known for. Capable staff follow established procedures to produce accurate and timely results for appreciative clients. Workflow is collaboratively managed by experienced staff. Owner hours are very reasonable at ~2,000/year, spent primarily on higher level client and staff support as needed, along with business development. A casual but professional atmosphere, flexible scheduling, and autonomous management style create a desirable culture for team members. A people-first approach combined with unmatched integrity have fostered the reputation and steady growth of this firm.

This firm has an excellent client base with a desirable industry mix including service, consulting, construction, real estate, farming, retail, professionals, healthcare, manufacturing, etc. The firm is very well known for providing caring, personalized accounting and tax services and building lasting client relationships.

Staff are hard-working, capable, and follow defined workflow procedures to produce accurate and timely results for clients. A buyer looking to come into a well-established team will want to consider this opportunity.

Located in the rapidly growing south Ottawa area, this recognized firm offers many opportunities for a buyer who is ready to take it to the next level.

Ideal buyer

The ideal buyer will see the opportunities within this firm. Experience with owner-managed businesses and the requisite tax and bookkeeping work that is part of serving this clientele is a must, as is strong general business knowledge. The firm’s clients are familiar with a very high level of integrity and quality work; the new owner will have the capability and personality to continue to build on these existing and new relationships. The firm has built a positive culture and employee engagement; the new owner will have the ability to delegate work while providing efficient and effective support to foster this team environment. The area is one of Canada’s fastest growing populations; a community-minded buyer will be able to further develop the firm’s reputation and capitalize on the expanding business market.