About This Practice
This is a rare opportunity to acquire an exceptional practice away from the busy city in cottage country north of the GTA. This is a very well-established full-service CPA firm. Client engagements include compilations, reviews, tax advisory, personal tax, and bookkeeping. An exceptional client base is diverse in terms of industry, ideal in demographic, and very loyal and longstanding. The firm has an excellent reputation that produces regular client referrals. Office processes are proven, with efficiency opportunities available through the implementation of technology and automation. Employees are highly dedicated and trained, work with very little supervision, and are capable of managing work and workflow independently. Billings are primarily time-based with some flat fee project work. The firm is dedicated to its clients and has developed very strong long-term relationships.
This firm has an exceptional long-term client base with a desirable industry mix including construction, retail, hold/invest co, service, manufacturing, auto, professional, legal, etc. Clients are used to, and appreciate, very high-quality work and personable service. Tax planning style is client-specific, with strategies aligned to client preferences.
Staff are highly engaged and motivated. Each employee is encouraged to contribute to the strategizing and the development of the firm. Employees are conscientious, experienced, and hardworking, and are provided independence to manage their work and responsibilities individually and collectively. An enviable combination of professional and personable culture creates a welcoming environment and trusting client relationships.
Location is outstanding; situated in the midst of a strong and rapidly growing market, incredible surroundings, and fabulous community. A rare opportunity to acquire a well-established and growing firm in an amazing tranquil setting away from the pace of city life.
The ideal buyer will have several years of public accounting experience, a solid technical background in tax, and strong general business knowledge. The buyer will be personable, professional, and composed, able to understand and manage diverse client scenarios. Strong communication and interpersonal skills are required as is the ability to trust in a very capable team. A progressive thinker who can strategically phase in technology and automation will capitalize on the opportunities that exist for this firm.
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