CPA Firm for sale in Barrie/Georgian Bay, ON

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Asking Price:
$575,000

Gross Revenue:
$525,000
Cash Flow:
 Not Disclosed
EBITDA:
 Not Disclosed
Inventory:
 Not Disclosed

FF&E:
 Not Disclosed
included in asking price

Real Estate:
 Not Disclosed

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Business Description

This is an established CPA firm with a community focus. Client engagements include compilations, personal and business tax, bookkeeping, reviews and some consulting and tax advisory. Clients are very loyal and enjoy the firm’s personal service. There is very little client turnover. Clients represent a broad range of industries including professionals, service, construction, farming, and investment companies. Most clients come to the office.

Office processes are streamlined. The owner has made significant technology upgrades to prepare the firm for the next level of client service and workflow efficiency. The staff is reliable, well-trained, and can work with little supervision. Management style is relaxed, but procedures are in place to ensure efficient workflow and quality control. The office culture is people-focused for both clients and employees. Employee schedules are flexible for life circumstances.

Owner hours are low at about 1,700 per year. This presents a great opportunity for the new owner to pursue business development and grow the firm or focus on client work to maximize profitability.

About the Business

Location:
Georgian Bay, Ontario

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About the Sale

Reason For Selling:
Retirement

Listing Info

ID:
1623957
Ad Detail Views:
0

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Business Listed by

Stephanie Smith

Poe Group Advisors

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