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