About This Practice
This is a high-quality CPA firm that serves small to mid-size businesses in a number of different industries. Clients are extremely loyal and long tenured with the firm. Client attrition is very low. Repeat customers and client referrals are the driving force in growth. This is a CPA firm that specializes in bookkeeping, year end preparation and tax planning for owner managed companies. Work includes bookkeeping, GST returns, T1s, T2s, financial statements and tax planning. Healthy fees with revenue remaining consistent year over year. Cash flow to owner is very good and client work remains steady outside of tax season.
Investments in systems and workflow have created a very efficient operation. This is a technologically-progressive firm that makes full use of software and hardware resources.
This is a laid-back place to work. They laugh a lot and work hard. They take pride in their work. It is not stressful and very casual. They have very good processes in place and the owner is able to be very hands off. Staff is at capacity; an additional person would be very helpful.
An individual or firm that is capable of other services not currently being offered will find this practice ripe for easy growth. Clients are ready for expansion.
Ideal Buyer
A buyer will need to have very good public accounting experience and experience managing a strong and capable staff. Buyer should be personable and enjoy working with sophisticated clients. The buyer should also want to be an entrepreneur and enjoy the benefits that it brings. The buyer will be highly personable with a relational approach to clients. Clients are used to someone with a service-oriented mindset.
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