About This Practice
This is a very well-established practice offering services in the areas of bookkeeping, accounting, tax, and consulting. The firm has earned a quality reputation over many years, with many longstanding clients. The client base is very stable having loyal clients in quality industries. While the owner has maintained the practice at their preferred size and workload, there’s much opportunity for a buyer to leverage client referrals, established reputation, and growing small business market. Staff are highly capable and committed. Employees work directly with the clients in a team approach to service, allowing the owner to focus on the higher level work, and growing consulting specialty.
Staff work independently with little supervision. Workflow is effective and efficient. Very low owner hours also provide time for business development and increased client capacity. Equally, an owner looking to optimize their work life balance would have the ability to scale according to their preference. Software and platforms are industry standard, along with full remote/cloud capability. The office is professional and very well located, easily accessed locally and by major routes. This is an excellent opportunity for a tax-experienced non-CPA or CPA looking to own and grow a practice in the growing and beautiful city of Barrie.
The seller is hands-on in the firm – the ideal buyer will have the experience and capability for the services the practice provides. Good general business knowledge, including leading staff are also required. Clients are familiar with the responsiveness along with the pleasant and personable approach of the staff and owner – a good relationship builder will do well with the staff, clients, and future business development. The owner has identified growth opportunities within the practice including the expansion of tax services and the continued expansion of in-demand consulting services. The practice hasn’t pursued active marketing, leaving a great opportunity for a buyer to grow the business to the next level.
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