Long established practice with a mix of Individuals and Business clients through to $20K in size. Current owner has done the cloud transformation and there are strong efficient systems in place. Solid Staff structure of experienced Accountants and strong Admin staff. Most clients are in their 30ies, 40ies, 50ies and are growing their businesses.
A well rounded practice with $1M of large Business clients plus a highly profitable Tax Return section of $600K with 1700 clients plus a Financial Planning section poised for massive growth. Add to this a strong team of Staff and a good location with excellent exposure and good parking and you have the recipe for an even more success in future years. Vendor is selling to retire.
Exceptional bookkeeping practice with a strong track record of growth and healthy profitability. This practice has a loyal and high quality client base of c. 100 clients with average fees of $7,000+ and a growing capability in the attractive NDIS sector. Clients are won via word of mouth, website and proactive marketing with no reliance on accounting firm referrals. The majority of work is bookkeeping with c.12% of revenue from tax returns and planning. The Vendor is committed to a smooth transition and is supported by an exceptional team of loyal and capable working mums with direct client relationships who are available to transfer to the purchaser.
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