Sonia Albert

This well-established accounting and tax practice generates annual revenues of approximately $278,000, offering buyers a solid mix of recurring business clients and a large, loyal tax base.Key Highlights- Revenues: $278,015Service Mix:- Individual tax returns – $144,054 (52%)- Bookkeeping & payroll (30 monthly clients) – $100,694 (36%)- Corporate tax returns – $25,467 (9%)- Consulting – $7,800 (3%)Client Base: Over 1,369 individual clients and 45 corporations. The practice comes with 1 staff.Stability: More than one-third of revenues come from monthly bookkeeping/payroll, ensuring predictable cash flow.Growth Potential: Opportunity to expand corporate tax and advisory services.Software: Profile, Sage 50 ... Less

We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting practice with a solid reputation for outstanding client service.Key Highlights:Service Breakdown:- T1 Personal Tax Returns: 88% of revenue (approx. 3,000 returns annually)- T2 Corporate Tax Returns: 10% of revenue (approx. 100 returns annually)- Bookkeeping & Accounting Services: 2% of revenueEstablished: Founded in 2011, the practice has built a loyal client base and a strong local presence.Technology:- Tax Software: TaxCycle- Accounting Software: QuickBooksStaffing:- One full-time employee year-round- One part-time seasonal employee- Both are willing to remain with the buyer, ensuring a smooth transitionOwner Involvement: The current owner personally prepares the majority of tax returns and is now looking to retire.Office Space:- 800 square feet- Monthly rent: $1,300- Lease assumable; valid through ... Less

Fort de plus de 30 ans d’expérience et de relations clients durables, ce cabinet constitue une excellente opportunité pour un cabinet en croissance ou un professionnel souhaitant s’établir avec une clientèle fidèle. Le portefeuille compte 2 453 clients T1 et 66 clients corporatifs, assurant des revenus récurrents et diversifiés. A moins de 30 minutes du Pont Champlain. Revenu en 2024 : 325 636 $; Estimation pour 2025: entre 375 000 $ et 400 000 $Revenu au 31 juillet 2025 : 324 822 $Répartition des revenus :Déclarations de revenus des particuliers (T1) : 234 791 $ (72 %)Compilations et T2 : 90 845 $ (28 %)Équipe & opérations :Équipe hautement qualifiée et expérimentée.Interaction avec la clientèle : principalement en personne.Logiciels utilisés : DT Max, DT Classeur, Sage, Dimpôt (Logiciel interne)Installations :Espace de bureau : 1 250 pi² (propriété du vendeur).Aménagement : salle de réception et 5 bureaux ... Less

Established CPA practice with steady growth since 2019. The firm serves a diverse client base across industries including IT, medical, legal, professional services, real estate, retail, and restaurants. 99% of clients are managed virtually, with minimal in-office visits. The practice generates strong recurring revenue mostly from full-service packages, complemented by individual and corporate tax returns. Services are delivered bilingually (FR/EN), with 50%–50% client distribution.Financial Highlights- 2025 Revenue (est.): $260,000- 2024 Revenue: $250,000- 2024 Cash Flow: $129,533Service Mix: ~70–75% corporate packages | 10–12% T1 | 10% T2 only | ~5% other services- Client Base & Operations- Corporate clients: $2,000–$3,500+ per return- T1 clients: $200–$300 per returnTeam of 4: 1 full-time bookkeeper/file manager, 2 part-time bookkeepers, 1 contract CPA (remote)Software: DT Max, CaseWare, QuickBooks, TaxDomeOffice: 650 sq. ... Less

- A rare chance to acquire a fully virtual, full-service accounting firm headquartered in Toronto, Canada, with consistently strong cash flow to owners.- Founded in 2015, the firm has demonstrated steady year-over-year growth and operates entirely in Canadian dollars. It is a full-service CPA practice, providing:- Ongoing monthly bookkeeping and controller services- Corporate year-end filings and tax planning- Personal tax services and other related offerings(Note: no assurance engagements are performed)Key Highlights:- Exceptional Cash Flow: Clients primarily pay on the 1st of each month via pre-authorized debit, ensuring reliable and largely prepaid cash flow throughout the year.- High Client Retention: A carefully curated client base with strong loyalty.- Experienced Team: 16 seasoned employees ready to transition with the new owner.- Ownership Continuity: Both current owners, CPAs, are open to staying on to support further ... Less

Opportunity to acquire a profitable semi-virtual accounting and tax practice with a diversified client base. The firm generates strong recurring revenues from bookkeeping, accounting, and payroll, complemented by T1 and T2 services. With most operations conducted virtually, the practice is well-positioned for continued growth.Approximately 95% of clients are managed fully online, using cloud-based applications for bookkeeping, workflow, and file transfers. A small number of local clients (5–6) prefer to drop off paperwork quarterly or annually, which could easily be handled by the existing bookkeepers. Overall, the business model is designed for efficiency, flexibility, and minimal in-person presence.- 2025 Revenues: $552,600- 2026 Projected Revenues based on current client list:$634,000.- Reason for increase in 2026 projected billings: Seller onboarded a new group of clients in July and has a scheduled price increase with an ... Less

- Well-established accounting, bookkeeping, and tax practice with diverse, recurring revenue streams:- Compilations, bookkeeping, and accounting – 17% of revenue from reliable annual services- T1 personal tax returns – approximately 45% of revenue, with 442 clients averaging $266 per return- T2 corporate tax returns – approximately 34% of revenue, with 54 clients averaging $1,636 per return- Other recurring services – contributing approximately 4% of total revenue- Operates 95% virtually (can be transitioned to fully virtual with ease)- Extremely low overhead and operating expenses- Ideal for an owner-operator: A buyer who chooses to work within the practice can significantly increase net cash flow by reducing contractor and staff costs- Lean and efficient team: Current team includes the owner (working minimal hours, not full-time) and two experienced contractors who are open to continuing with the new owner- Owner is a CPA, ... Less

- Clientèle corporative semi-virtuelle- Exigence : Acheteur détenteur du titre CPA-auditeur et habilité à signer des rapports de mission d’examen.-  Situé dans Lanaudière Sud, à environ 15 minutes de Montréal.-  Chiffre d’affaires annuel : Environ 220 000 $-  Clientèle fidèle et stable depuis plus de 18 ans dont la majorité depuis plus de 15 ans-  Régions desservies : Lanaudière, région métropolitaine de Montréal, et quelques clients en région-  Portefeuille flexible et rentable avec un taux horaire moyen de plus de 200 $-  Répartition des revenus :- 75 % – 50 missions de compilations (130 000 $) et 3 missions d’examen (35 500 $)- 13 % – déclarations d’impôt personnel (142 clients) : 30 000 $- 12 % – autres mandats et consultations : 26 000 $-  Logiciels utilisés : Avantage, Taxprep, Sage    Contactez-nous pour obtenir le profil confidentiel. ... Less

• Established very profitable tax and bookkeeping firm with unique specialized niche tax market • $150,000 of recurring accounting and bookkeeping revenues • Approximately 40 corporate clients and 200 personal tax returns• $185,000 of conservatively anticipated specialized tax revenues annually • Included in the sale is a highly rated website targeted at the niche tax market the seller serves.• Currently operating as a home office with clients across Canada• One employee who may be available to follow with the buyer• Software: QB Platinum, Inuit Profile for tax and Excel• Seller will offer an extremely generous transition at no cost as well as training for niche tax market. ... Less

- This well-established virtual tax and bookkeeping practice provides reliable, client-focused financial services to individuals and small businesses. With a fully remote setup and user-friendly cloud-based tools, The business is a rapidly growing accounting firm focused on the needs of about 175 small businesses—startups and individuals. 2024 annual revenue of $540,935.- Service breakdown:- Compilations and Corporate Tax: $270,000- Individual tax: $231,000- Consulting: $10,000- Payroll: $15,000- Other services: $32,000-Software used: QuickBooks / Sage / CaseWare / ProfileTeam: 4 full-time and 2 part-time staff delivering smooth and supportive service to a nationwide client base. ... Less

An established very profitable bookkeeping firm with offices approximately 90 km north of Vancouver.• $510,000 of bookkeeping billings of which 92% are monthly clients providing a consistent cash flow .• 45 Monthly clients; 21 Quarterly clients. The quarters are specifically spread out so they don’t all fall in the same quarter.• $50,000 of annual rental income (see below) for total recurring revenues of $560,000• Practice’s gross revenues have grown an average of 17% per annum for the last six years• Practice does not process any T1 or T2 tax returns • Software: 50% QBO, 50% QB Desktop• Existing staff members plus one remote worker will follow with the practice and join the buyer.• 1,500 SF of office space owned by the seller, 10 workstations in an open office environment plus 2 enclosed offices, a reception/waiting area and an enclosed lunch/meeting room. Offices were built to order by the seller in 2018.• Significant room ... Less

•Very successful well-established compilation, accounting, bookkeeping and tax practice with an excellent reputation.•Firm has been in existence since 2007•Owners are not designated•Service breakdown: Bookkeeping/Compilations-85% (570 corporate clients); Personal tax-15% (500 Personal clients at an average billing of $300)•Diverse scope of industries served, primarily small businesses•The sellers will be keeping several clients who will not be included in the client list being purchased. These clients are close personal friends/relatives and the sellers do not believe they will smoothly transition to the new owners. Full non-compete and non-solicitation clauses will be signed. Gross billings reported are after deduction of approximately $250,000 for those clients who will not transition.•Retiring partners will offer a generous transition to the new buyer to ensure a successful takeover.•10 existing full-time staff and one ... Less

- A block of clients to augment your current core of business and increase your profitability, no staff to assume- Firm has been in business over 30 years- Well established firm, long time client base, very stable, - 14 accounts with primarily annual billings, minute number of T1’s- Practice is mainly non profit, with some holding companies and construction- Most work is performed virtually, one audit client requires 3 days of fieldwork. Some other clients require a one day visit annually.- Buyer must have a Public Accounting License- No leased premises to assume- Excellent cash flow to buyer who has existing software and staff- Software used is Profile, CaseWare, Sage 50, QuickBooks (desktop and on line), Excel, and Word.- Seller is available to ensure a smooth transition - There is no Confidential Practice Profile prepared for this practice. ... Less

• Portefeuille de 130 clients corporatifs générant approximativement 510 000 $ en chiffre d’affaires. Le cabinet de CPA est établi dans la région de Lanaudière depuis plus de 20 ans. • Le cabinet est à environ 30 minutes de Repentigny et 45 minutes d'Anjou.• Clients de secteurs variés et porteurs : la construction, la gestion de portefeuille, la gestion immobilière, les services professionnels et techniques, le commerce de détails, ainsi que le transport et la distribution.• Logiciels utilisés : Avantage, DT Formax, Tec 2000, Dr Tax• L’immeuble appartient au propriétaire - le bail sera à négocier. ... Less

An established and highly reputable one-partner accounting practice with 30+ years of operational success is now available for acquisition. Located in a strategic metropolitan area, the firm specializes in bookkeeping, payroll, and corporate tax services and T1; and serves a loyal and diverse client base of 600+ corporations and 2,500+ individuals clients. Financial Highlights:Annual Revenue: Approx. $2.46 million with a cash flow of $1.2M.Recurring Revenue Model:-> 75% from 400+ corporations on monthly service packages-> 11% from 200+ annual plan clients-> 14% from consulting and other value-added servicesConsistent profitability with long-term client retention and low churnKey Strengths:-> Strong team in place, willing to remain post-transition-> Wide service offering including tax, payroll, incorporation, subsidy applications, and advisory-> Uses modern software: DT Max, Sage, Acomba, QuickBooks Online, Simply Accounting-> ... Less

- Cabinet de CPA établi depuis plus de trois décennies dans la ville de Sherbrooke et jouissant d’une solide réputation.- Chiffre d'affaires de 2024 : 989 864$- Répartition des revenus :- Clients annuels : ……………………...…... 204 330$ (152 clients)- Impôts personnels : ……………...……….. 268 650$ (1 928 clients)- T4 : ………………………………………….. 140 987$ (90 clients)- T2 : …………………………………..……… 20 500$ (27 clients)- TL : ………………………………………...…. 316 445$ (195 clients)- Consultation : ……………………………….. 17 024$ (170 clients)- Autres services de comptabilité : …………. 22 880$- Une équipe composée de deux propriétaires, de 10 employés permanents expérimentés qui connaissent très bien la clientèle.   - Logiciels utilisés : Ifirm, Taxprep, CCH, Acomba et Excel- Bail expire en : Juillet 2028- Qualifications requises de l’acheteur : Être CPA ou comptable et avoir les fonds requis. ... Less

This listing will be available after July 1, 2025•Very successful CPA firm with an excellent reputation in the GTA.•The firm was started in 1975 as an offshoot of a larger firm that was started in 1934. There were originally three partners. One left around 1985. The other two have passed away. Current managing partner became a partner in 1989 and a second partner joined in 2002.•Excellent cash flow to the two partners.•Service breakdown: Accounting/Compilations/Bookkeeping:360 clients generating $849,000 of revenues(46%); Personal tax:1,300 clients generating $195,000 of revenues (11%); Other returns: 65 clients generating $107.000 of revenues (6%); Audit/reviews generating $235,000 of revenues (13%).•Wide scope of industries served•Service oriented firm with very stable and loyal clientele; very high client retention rate and very low employee turnaround, family style environment•Six full time and three part-time staff ... Less

- Cabinet de CPA établi dans la région de Lanaudière depuis peu, affichant une croissance exceptionnelle en clientèle corporative. - 50% de la clientèle corporative est en virtuel. Présence requise 2 fois la semaine pour servir l'autre moitié de la clientèle en présentiel.- Logiciels utilisés : Taxprep, Avantage, CCH Ifirm- Les revenus au 31 juillet 2025 sont 393 910 $.- Répartition des revenus :- Tenue de livres 156 971$ (34 clients) - Impôts personnels : 66 944$ (445 clients)- Compilations : 142 549$ (59 clients)- Consultations : 6 471$ (13 clients)- Autres services de comptabilité : 20 975 (4 clients)- Une équipe composée du propriétaire et de 4 employés expérimentés qui connaissent très bien la clientèle.   - Beau bureau très professionnel d’environ 1 600 pieds carrés. Immeuble commercial. Stationnements disponibles. Immeuble disponible à la vente ... Less

- Cabinet de CPA établi depuis 1985 dans la région de Chaudière Appalaches. - Chiffre d'affaires estimé pour 2025 : 670 000$. - Répartition des services en 2024 : -> 32 clients corporatifs générant 105 000 $; -> 80 clients de tenue de livres générant 210 600 $; -> 1 918 clients de T1, générant 382 600 $ -> Autres services comptables: 13 900 $- Raison de la vente : les propriétaires prennent leur retraite- Le cabinet vient avec 7 employés : 5 permanents et 2 saisonniers - La bâtisse est disponible à la vente. ... Less

- Cabinet de CPA-Audit bien établi depuis près de trois décennies dans la région de Montréal et jouissant d’une solide réputation.- Chiffre d'affaires au 31 décembre 2024 : 640 000 $. - Répartition des services : - Approximativement 45% des revenus pour 126 clients de compilations;- Approximativement 19% des revenus pour des 28 clients mensuels de tenue de livres ;- Approximativement 11 % de déclaration d'impôts individuels pour 365 clients, - Approximativement 9 % d’examens (12 clients), - Approximativement 6 % audit et révision (4 clients), et le reste des services représentent les autres déclarations et de la consultation. - Le cabinet vient avec une équipe très compétente composée d’un CPA, 2 techniciennes et d'une adjointe administrative. - Logiciels utilisés: CaseWare, Sage, QuickBooks, IFirm, TaxPrep, CCHBureau de 2,400 avec 8 places de stationnement. - Disponible à la vente ou à la location.- Acheteur idéal: cabinet ... Less

Alan Liverman is pleased to introduce:• Very successful well established bookkeeping, tax and payroll practice with an excellent reputation. • Structure of purchase: Share sale• Excellent cash flow • Firm has been in existence since 2010. • Service breakdown: Bookkeeping and related services approximately 29% (20 Corporate Clients); T2/T3 Returns approximately 25% (91 returns); Personal tax approximately 43% (1,004 T1); Payroll/HST approximately 3%.• Diverse scope of industries serviced• No staff comes with practice, seller is available to continue on a part-time basis if buyer desires• The practice operates from a 791 square foot office. Net monthly rent is $1,000, lease assumable and expires September, 2028• Software in use: QuickBooks and TaxCycle ... Less