About This Practice
Established in 2019, this hybrid accounting practice for sale in Vernon, BC has an amazing and dependable staff. There are more than five employees on staff with three working remotely. Clients have the capability to work remotely with the team. There are amazing systems in place that are documented to track workflow and keep staff and clients on track.
This office offers full cycle accounting services including bookkeeping, and payroll to go alongside the preparation of corporate yearends and corporate and personal taxes. Owner hours for this firm are low at 1,500 per year and the owner works remotely most of the time. The firm has recently reduced the number of individual tax clients so they can focus on more profitable small business engagements.
The majority of growth is attributed to referrals from satisfied clients. The owner of this firm has established strong relationships with professionals in the community.
A new buyer could make this practice even more profitable by networking in the community, switching clients to value packaged billing and offering advisory services.
Firm Highlights include:
- Hybrid work environment
- Owner hours under 1,500 annually
- Highly trained staff
- Limited individual tax returns not associated with a business
- Over 70% of interactions are completed remotely
Ideal Buyer:
The ideal buyer would have experience in accounting and tax work and will have managed a team before. The buyer should be personable and patient when speaking with the clients to help them achieve their financial goals. The buyer will understand the importance of work/life balance and ensure staff do not work significant overtime.
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