About This Practice
This is an established CPA firm with dedicated staff and a diverse and loyal client base. Core practice is small business clients from a broad range of industries as well as individual tax clients. Excellent community reputation. Strong opportunity for further development in a growing region.
The practice has a balanced mix of services including compilations, bookkeeping, business and personal tax as well as some review and audit. Cash flow to owner is good and client work remains steady outside of tax season.
The staff are conscientious, organized, and hard-working. The office has a great team atmosphere with a client-centered focus on workflow and service. The owner maintains a personal yet professional relationship with long-term clients. Client feedback is exceptional. New clients are primarily through referral and the revenue trend is growing. The office is in a convenient and visible location.
The ideal buyer will have several years of public accounting experience and strong general business knowledge. Clients look to the firm to provide sound, small business and tax advice. The buyer will be a highly personable accountant who enjoys variety in their work. The firm has significant community involvement. Continuing this focus will take the firm to the next level. Many opportunities for growth exist for the business development-minded owner.
Ideal buyer will be personable with a good sense of humour and a relational approach to staff and clients. Good service to individual clients is essential to acquiring business clients.
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