About This Practice
This cloud practice is headquartered in Canada but has every opportunity to apply its proven strategies across all of North America. Services include bookkeeping, business and corporate tax, and tax advisory. The provided services focus directly on the largest market demand, with sought and in-demand service combinations available for every client. The practice is exceptionally well operated, highly systematic, and infinitely scalable. The owner has designed every facet of the business to facilitate very high efficiency, productivity, and results. The owner works on the firm, not in the firm, focusing on strategic business development. This is not a CPA firm, the Practice does not require a CPA Buyer.
A curated team of motivated professionals combined with a tailored role-based organizational structure allow work to be handled and managed with minimal owner involvement. Staff are performance-motivated and well-rewarded for their contribution to the business’ success, growth, and positive client experience. Strong leaders in key roles along with capable and personable staff, understand how their individual and collective work is impactful to the common goal. Culture is strong and revolves around a clear company vision and mission. Few businesses of any kind have this level of structural synergy and people energy. This proven formula for talent acquisition, retention, and engagement is exceptionally valuable, particularly in an industry that struggles to find good and reliable talent.
The client portfolio is very desirable having been refined and grown to include only high value clients in stable and preferred industries. Clients are primarily younger by demographic – they want and appreciate this business model and the service format that this practice offers. Most billings are subscription-based. Clients see high value in the practice’s services and service level. With highly systematized operations and workflow, minimized operational costs, and resulting competitive fee structures, client experience levels are optimized, and client satisfaction levels are very strong. Clients are very loyal, often providing further referrals. Plentiful 5-star client reviews speak to the quality and future of the practice.
Operations are highly automated, creating extraordinary efficiency along with outstanding client experience.
The owner has built the practice ground-up utilizing leading edge industry platforms, software, and applications. Comprehensive integrations allow whole process synergy. Full automation facilitates comprehensive real time insight into the business – key, rare, and essential for a business set to scale at this level. The processes are key to this practice. The owner has curated and integrated an incredible tech stack that provides industry-leading value to clients, along with very high efficiency and production.
The owner has honed a multi-pronged marketing and lead generation strategy that produces consistently strong results. All aspects of marketing are clearly trackable and measurable allowing the owner to adjust approach according to any variable. As a critical function of any high-growth business, having accurate insight into marketing metrics sets this practice ahead and apart from most others.
Beyond the present of the practice, the future offers even further opportunities for growth and high ROI revenue.
The Practice has unique pre-established US lead generation opportunities that can create an immediate entry into the US market.
Tax Planning and Advisory is a key and growing revenue stream that could be expanded upon even further by a CPA Buyer.
The owner has identified additional expansion opportunities. Compilations are currently outsourced – a waiting opportunity for a CPA Buyer. Assurance is currently outsourced – a lucrative opportunity for a licensed Buyer.
An awarded practice of this calibre is a very rare and exceptional opportunity that a serious Buyer will not want to miss.
This is a very rare and unique cloud practice, and an equally rare and unique opportunity. The owner has created and built a proven operation that clearly stands out in the industry as a leading provider and brand. The Buyer will recognize the attributes that put this practice in a different league.
The ideal Buyer will be business savvy, a proven leader, and will have strong experience in operations and strategic business development. The framework, and hard work, have been accomplished. An ‘execute and repeat’ structure is fine-tuned and polished. The keys are ready for a Buyer who is ready for a high-performance future.
This is a business opportunity as much as a practice opportunity. The Buyer does not need a CPA designation to own and operate the business with the current services.
The model and immediate scalability require a Buyer who is capable of managing growth. This is a performance practice that needs a performance owner. The business’ capabilities will be recognized and realized by a skilled professional who themselves has capabilities of equally high level.
Functionally, the ideal buyer will be very progressive and forward-thinking, an embracer of technology, an embracer of talent. ‘Traditional’ will not be in the Buyer’s vocabulary.
If the above raises your heartbeat, you may be the Ideal Buyer. If it raises anxiety, likely not.
This is a rare opportunity not to be missed by a Buyer who’s seeking an exceptional business, practice, and future.
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