This established accounting firm has been serving the North Okanagan community since 2005, building a strong reputation and a loyal client base. The firm is highly regarded for its excellent services and strong relationships with local businesses and individuals, offering significant growth potential. It has seen an increase in inquiries from new clients, highlighting demand and opportunities for expansion.
The firm is led by an experienced CPA and supported by three dedicated employees, two which have been with the practice for over ten years.
The owner is preparing for retirement and is looking for a successor with public practice and agriculture experience, who is passionate about maintaining the firm’s legacy of exceptional service.
The firm specializes in compilation engagements, bookkeeping and payroll services, as well as personal tax preparation.
Asking price $550,000 for the shares of the company.