(403) 402-2679

This Firm has been operating since 1989 on Vancouver Island, boasting over 30 years of history.

It is currently led by a practitioner who took over in 2015 with one of the original owners still on staff. This well located, full-service practice is on the lookout for a successor in CPA public practice as the current owner gears up for retirement. With a client base primarily built on referrals, there's untapped potential for growth through a well thought out strategy with ample room for expansion.

They use CaseWare, TaxPrep and iFirm and specialize in compilation, bookkeeping/payroll, and personal tax services.

  • 2023 Gross revenues $509,000
  • 700 T1
  • 80 T2 and Compilation
  • 10 top ten clients fees $103,000 (these clients have been with the firm for over 5 years)
  • Asking price $550,000