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: $129,533

Service 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 return

Team of 4: 1 full-time bookkeeper/file manager, 2 part-time bookkeepers, 1 contract CPA (remote)

Software: DT Max, CaseWare, QuickBooks, TaxDome

Office: 650 sq. ft. (lease until Jan 2028) – semi-virtual structure

Key Advantages
- Bilingual (French/English) client base – 50/50 split
- 99% of clients served virtually ? high operational flexibility
- Majority of revenue from recurring corporate clients
- Strong pricing and healthy fee structure
- Balanced mix of bookkeeping, tax, and compliance
- Growth potential through advisory services