About This Practice
This is a full-service CPA firm in the Kawartha Lakes area. With an established presence and committed relationship to its clients, this firm is a key fixture in the community. This is the go-to firm in the area with essentially no competition. Services include corporate and personal tax, NTRs, bookkeeping, and general consulting and advisory. There are a handful of reviews but no audits. Services are priced using a value billing model and are customized for the client. Clients pay on time and accounts receivable is kept to a minimum.
Clients are loyal and look to the firm for solid tax and business advice. Clients include a large number of high net worth individuals who retire from Toronto to settle in the community. There is a solid base of tourist-based businesses including resorts, restaurants and retail establishments, as well as contractors, trades, investment companies and service businesses. The majority of clients visit the office.
The office culture is professional but casual and friendly. Management style is relaxed but clear procedures and systems are in place that ensure efficient workflow and quality control. The firm is proud of “doing things the way they should be done”. The staff is conscientious, attentive to accuracy and client confidentiality, organized and hard-working. They work interactively in a team environment where feedback and sharing of ideas is encouraged. Employee schedules are flexible for life circumstances.
The ideal buyer should have several years of accounting and tax experience, be technically capable, and able to manage an office and staff. They will have the confidence and creativity to build on what they initially receive from the client in order to be sure that the client’s needs are fully served. Client relationships are really the key to this practice. The buyer will have a high commitment to client service and to being part of the local community. They will share the same passion for excellent client service and quality of the end product as the existing firm.
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