Desirable CPA Book of Clients in the GTA

About This Practice

This is not a practice or firm, it’s a book of clients only.

The Seller is offering a desirable book of clients. The book is industry-diverse, and clients are an ideal size. Clients are primarily owner-managed businesses and entrepreneurs. The portfolio is loyal, stable, and what many would consider to be very ideal. The service mix includes compilations, bookkeeping, payroll, corporate tax, and very nominal personal tax (related to corporate clients). Clients are loyal and long-term. These clients have been curated and retained over time as ideal clients. Clients are personable and easy to get along with. Clients often provide referrals. Clients are familiar with great customer service and client care.

They appreciate the responsiveness and communicative style of the owner. Clients are used to being invoiced on time and paying on time. The Seller has noted that there are strong opportunities within the client base, particularly for the addition of services such as tax planning, advisory, and consulting. The Seller also notes that the availability of bookkeeping and payroll services has often led clients into additional services and created long-term clients. Although the Seller is based in Markham, because they service these clients primarily remotely, they’re very confident that the book could be serviced equally well from any location. An excellent book to add to an existing portfolio or begin a new practice with!

Ideal Buyer

The ideal Buyer will be a CPA who is well-experienced in the services provided to the clients. A Buyer purchasing to begin a practice will also have strong general business knowledge. The Seller notes that an ideal Buyer will be familiar with working with owner-managed businesses and entrepreneurs. A strong relationship builder will align with the high level of service and care the clients are accustomed to. The ideal Buyer will also be a great communicator and responsive to client inquiries. This is an ideal opportunity for a Buyer looking to add a strong client base to an existing portfolio, or a Buyer looking to start a new practice with a pre-built portfolio of ideal clients!