Oakville, ON - CPA Book of Business For Sale
 New
Listing #: ON5284
Location: Ontario
Type: CPA
Annual Revenue: $180,225
 Asking Price: $229,000
Presented by:
Sonia Albert
Toll Free: 877-606-8622
 
Alan Liverman
Office: 514-819-8088
Description:
  • The owner is a CPA 
  • CPA practice established in 2015. The owner is selling a book of business  to reduce workload. 
  • Total revenue generated by services offered to the book of clients for fiscal year 2023 is $180,225. Excellent cash flow. 
  • Book of clients' mix being sold: 
    • Approximately 62 corporate clients with a total fee of $112,250. 
    • Approximately 177 individual tax returns with an average fee of $291 per return
    • Other returns (T4/T5) represent 6% of billings and 4% is consulting 
  • Industries served include Holding Co/Investment, Medical practices, Consulting, Insurance agencies, Machinery sales/service, Professional services. Very few Retail, Construction or Restaurant.
  • Asking price is only based on the revenue that will transfer in the sale. 
  • Software in use: QuickBooks desktop, Caseware desktop, Profile desktop, MS Office
  • The buyer could take over the office, but local relocation would be acceptable as well. Office is 700 square feet in commercial building. Rent is $1,875 per month and expires Oct 31, 2024. Ample parking for clients.
  • Seller available to stay on a part time basis to ensure a smooth transition to the new owner. 
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