A high-quality franchised Business Services practice specializing in advisory services, tax planning, and business accounting for small business owners.
The firm is fully turnkey, providing a seamless transition for a new owner.
With comprehensive back-office support and established systems in place, the buyer can step in and operate efficiently from day one.
As part of a respected franchise network, the business benefits from exceptional tax service support, proven operational processes, and ongoing training and resources.
This is not a virtual practice and buyer must service client base from Edmonton
This is an outstanding opportunity for a licensed CPA who is able to sign Compilation Reports and is seeking a well-established, scalable business in the professional services sector.
Paperless office, vast majority (over 95%) of clients are virtual
The buyer will be required to continue to operate as a franchisee of this well known and respected brand
Service breakdown:
Compilations including T2 returns: 31%
Monthly bookkeeping providing a steady consistent cash flow: 43%
Personal tax: 14%
Tax advisory: 6%
Other services: 6%
Above average cash flow to owner (45%-47%) after accounting for franchise fees
Wide scope of industries served
Aside from the owner who works fulltime in the business, there are three staff members and one part-time contractor, all available to transition to the new owner
750 SF condo unit with parking, owner’s office, staff offices, meeting room, and storage. Monthly rent is $2,600
Software in use: QBO, Dext, DTMAX, Taxdome, MS Suite
Reason for sale:Health; very motivated seller and priced for quick sale