MergerPlace

CPA Firm Available Kawartha Lakes Area

Toronto, Ontario


  • Asking Price: $435,000
  • Gross Income: $417,000
  • Cash Flow: Not Disclosed
  • Real Estate: Not Disclosed
  • Inventory: Not Disclosed
  • FF&E: Not Disclosed
  • Listing ID: #218119
  • Established: Not Disclosed
  • Employees:

Business Description

This is a full-service CPA firm in the Kawartha Lakes area. With an established presence and committed relationship to its clients, this firm is a key fixture in the community. This is the go-to firm in the area with essentially no competition. Services include corporate and personal tax, NTRs, bookkeeping, and general consulting and advisory. There are a handful of reviews but no audits. Services are priced using a value billing model and are customized for the client. Clients pay on time and accounts receivable is kept to a minimum.
Clients are loyal and look to the firm for solid tax and business advice. Clients include a large number of high net worth individuals who retire from Toronto to settle in the community. There is a solid base of tourist-based businesses including resorts, restaurants and retail establishments, as well as contractors, trades, investment companies and service businesses. The majority of clients visit the office.
The office culture is professional but casual and friendly. Management style is relaxed but clear procedures and systems are in place that ensure efficient workflow and quality control. The firm is proud of “doing things the way they should be done”. The staff is conscientious, attentive to accuracy and client confidentiality, organized and hard-working. They work interactively in a team environment where feedback and sharing of ideas is encouraged. Employee schedules are flexible for life circumstances.


Business Details

Primary Business Category: Services - Accounting & Tax
Location: Ontario
Metropolitan Area: Toronto

Company Information

Home Based: No
Franchise: No
Relocatable: No
Number of Employees:

Financial Information

Asking Price: $435,000
Gross Revenue: $417,000
Seller Financing Available: No

Property Information

Reason for selling:

Retirement

Contact Business Seller

This form may be used only to contact the seller of this specific business listing. Please do not use this form for any other purpose.

Business Listed By:

Darryl Boyd

Poe Group Advisors