Alan Liverman is pleased to introduce:

• Well-established accounting, bookkeeping, and tax practice with diverse, recurring revenue streams:
  • Compilations, bookkeeping, and accounting – 17% of revenue from reliable annual services
  • T1 personal tax returns – approximately 45% of revenue, with 442 clients averaging $266 per return
  • T2 corporate tax returns – approximately 34% of revenue, with 54 clients averaging $1,636 per return
  • Other recurring services – contributing approximately 4% of total revenue
• Operates 95% virtually (can be transitioned to fully virtual with ease)
• Extremely low overhead and operating expenses
• Ideal for an owner-operator: A buyer who chooses to work within the practice can significantly increase net cash flow by reducing contractor and staff costs
• Lean and efficient team: Current team includes the owner (working minimal hours, not full-time) and two experienced contractors who are open to continuing with the new owner
• Owner is a CPA, CA – buyer must also hold a recognized accounting designation
• Founded in 2019 as a sole proprietorship and has demonstrated consistent, organic growth driven largely by referrals
• Broad client base across a variety of industries
• Home-based operation providing flexibility and low overhead
• Seller committed to supporting a smooth transition and will be available for a structured handover period
• Software currently in use:
  • StudioTax Enterprise (T1 personal returns)
  • TaxTron Web Application (T2 corporate returns)
  • Excel (for financial statements)
  • QuickBooks Online (bookkeeping)
  • TaxDome (CRM and workflow management)