About This Practice
This is a high-quality, business-oriented CPA firm in central York Region. Core practice is business clients from a broad range of industries as well as individual clients. Client engagements include Notice to Reader, business and personal taxes including estates, and some review and audit.
The firm has growing revenue and is profitable with good cash flow to owner. Customer leads are brought in primarily through the website and customer referrals. Estate work is growing. Tax planning continues to be important to clients. The practice has an excellent community reputation, and clients are willing to pay for quality work and great service. The practice is discerning in accepting clients.
The staff are self-sufficient, and personally own client needs and interactions. The office has great systems in place for on-boarding clients, pricing, and workflow. Regular meetings keep tabs on workflow progress. The office has 95% paperless workflow. This is a solid CPA firm with a strong foundation for future growth.
The ideal buyer will have several years of public accounting and tax experience and strong general business knowledge. A CPA returning from industry to public practice would be ideal. Clients look to the firm to provide sound, small business and tax advice. The firm has a strong community presence. Continuing this focus will take the firm to the next level. Many opportunities for growth exist for the business development-minded owner.
The ideal buyer will be personable with a relational approach to clients. Knowledge of Quickbooks and QBO is a must.
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