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Southern Okanagan Valley, BC Accounting, Bookkeeping & Tax Practice for Sale
Listing #
BC5220
Location
British Columbia
Annual Revenue
$573,675
Asking Price
$700,000
Type
TAX Other
| Presented by: |
 |
| Sonia Albert |
| Toll Free: 877-606-8622 |
 |
| Alan Liverman |
| Office: 514-819-8088 |
Description:
Alan Liverman is pleased to introduce:
•Well established Accounting, Bookkeeping and Tax practice with overall revenues:
- Accounting services and corporate tax – 79% of revenue with 49 corporate clients generating $403,950 of revenues.
- T1s – approximately 10% of revenue with 160 clients averaging $325 per return.
• T2s – approximately 3% of revenue with 8 clients averaging $1,688 per return.
- Other returns (32) approximately 4% of revenues generating $18,610 (Average $582)
- Other recurring services approximately 4% of revenue.
•Excellent cash flow to owner
•Owner is a CPB (Certified Professional Bookkeeper) and FDFA (Fellow Distinguished Financial Advisors from the Knowledge Bureau) and a DMA (Personal Tax Specialist Distinguished Master Advisor)
•Practice established in 2006.
•Diverse scope of industries served.
•Approximately 2,400 SF of office space in a professional building including 7 private offices, conference room, kitchen and boardroom and storage facilities, very clean and quiet environment with ample free parking. Monthly rent is $3,500, lease assumable and expiring in June, 2029.
•Team consists of owner (full time), five full time employees plus one additional fulltime and one part time in tax season. All employees are available to continue with the buyer.
•Seller will be available for an orderly transition in order to ensure a smooth transition to the new owner. Seller is available to stay with the buyer for the medium term (June 2027)
•Software in use: use Sage, TaxCycle, QB Online & Desktop.
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