About This Practice
This progressive cloud firm has specifically chosen clientele who fit with the service offerings of the firm. With business tax and bookkeeping responsible for the bulk of revenue, this forward-thinking company provides complete accounting services with simplicity and speed. Fixed fee billing in advance of work performed ensures a consistent monthly cash flow. Full-service clients receive a Monthly Performance Report to help them visualize and interpret the data.
The client base includes SAAS companies, digital agencies, and tech startups. Phenomenal systems are in place, particularly leveraging Xero as an all-in-one financial services platform, ensuring seamless operations and client satisfaction.
With capacity for additional work and a strong foundation in place, the firm offers significant potential for growth and expansion into new markets or service areas.
Highlights:
- Streamlined systems make an easy transition for a new owner
- Cash flow to owner 60% in 2023
- Fixed fee billing in advance of work performed for consistent monthly cash flow
Ideal Buyer:
The perfect buyer would be a tech-enabled firm familiar with software development firms, digital agencies, and tech start-ups. The buyer should have prior experience supervising a remote team. The current structure is based on Xero consulting as a basis for the engagement followed by additional client needs such as fractional CFO, payroll, and tax preparation. The buyer should have knowledge of British Columbia’s sales tax.
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