Sonia Albert

Alan Liverman is pleased to introduce: The seller is a CPA/CA/LPA and a 50% partner in a full service CPA firm and is selling his/her book of business. The buyer (should be an LPA), has a choice of migrating the clients to his/her own firm/premises or finding new local premises in the general area where the practice is currently located.Key highlights:•350+ active corporate clients •1,250 + T1 clients•Revenue mix: ~70% compilations/corporate tax/financial reporting; 18% personal tax; 12% assurance•2026 billings forecast to increase 20% over 2025 based on actual for the 1st quarter and new clients on-boarded•Strong owner cash flow•Serves a broad mix of industries with a diversified client base. •Seller willing to transfer the appropriate staff members to facilitate the migration of clients. •Seller flexible and committed to a smooth transition•Serious inquiries only; proof of funds required. Contact Alan Liverman to request an ... Less

•An established franchise is available in Central Labrador, NL, offering a rare opportunity to acquire a well-established tax preparation business with a strong recurring client base and consistent revenue stream. •The business has operated locally since the 1980s and has long served as one of the primary assisted tax preparation offices for Upper Lake Melville and the broader Labrador region.•Located on Hamilton River Road, the main commercial artery of Labrador’s largest service centre, the business benefits from excellent visibility and accessibility, just minutes from government offices, major employers, the regional airport. •The business benefits from virtually no direct competition in its immediate market area, reinforcing its strong client retention and recurring revenue base.•This turnkey operation is supported by approximately 3,400-3,500 returning personal tax clients and is projected to generate between $425,000 ... Less

Alan Liverman is pleased to introduce: • Established in 1991, this experienced and respected CPA practice offers a comprehensive suite of income tax and bookkeeping services tailored to both individuals and businesses. With a strong focus on assisting small businesses in Northern Ontario, the practice generates most of its income through business accounting services, consultations, and specialized accounting solutions.• Above average cash flow to owner with a very low overhead.• This is not a virtual practice and buyer must service client base from North Bay• Service breakdown: o Bookkeeping services, including T1 and T2 filings for these clients. account for approximately 44% of revenue with 50 clients generating billings of approximately $176,000. o Individual returns account for 47% of revenue with 700 clients generating billings of approximately $150,000. o Business returns account for 7% of revenue with 10 ... Less

Presented by Alan LivermanPractice for Sale – Established Bookkeeping,Tax and Wealth Management Firm. This is not a virtual practice and it is recommended that the buyer be located in the same general area. We are pleased to present an excellent opportunity to acquire a well-established and profitable tax, bookkeeping and wealth management practice with a solid reputation for outstanding client service.Key Highlights:Service Breakdown:T1 Personal Tax Returns: 31% of revenue (approx. 330 returns annually averaging $180 per T1) T2 Corporate Tax Returns : 31% of revenue (approx. 41 clients averaging $1,500 per T2)Bookkeeping and Management Reports: 11% of revenue (approximately 21 clients at an average annual billing of $1,750)Other returns: 8% of revenue (approx. 60 clients averaging $200 per return)Other: Consulting and tax planning: 10% of revenue (approx. 4 clients averaging $5,000 per client)Wealth management: 10% of revenue ... Less

Cabinet comptable établi depuis plus de 15 ans, générant un chiffre d’affaires annuel d’environ 525 000 $, avec une clientèle fidèle et diversifiée composée de PME et de particuliers. Situé à un emplacement stratégique à fort achalandage offrant une excellente visibilité et un accès rapide aux principaux axes de la couronne nord de Montréal, à proximité de nombreux commerces et services. Services et revenus:-Tenue de livres : 155 clients trimestriels — Revenus de 190 715 $- Impôts des particuliers (T1) : 600 dossiers — Revenus de 103 950 $- États financiers et T2 : 155 dossiers - Revenus de 139 200 $- Autres déclarations : 89 clients pour 28 025 $ de revenus- Consultations et paie : environs 48 000 $ Logiciels utilisés : TaxPrep, CaseWare, Sage 50 et QuickBooks. ... Less

Practice for Sale – Established Bookkeeping and Tax FirmPresented by Alan LivermanWe are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting practice with a solid reputation for outstanding client service.Key Highlights:Service Breakdown:T1 Personal Tax Returns: 44% of revenue (approx. 190 returns annually averaging $475 per T1) Majority are unincorporated farms or businesses or shareholders and family members of the CCPC’sT2 Corporate Tax Returns : 39% of revenue (approx. 17 clients averaging $4,715 per T2)Bookkeeping and Management Reports: 11% of revenue (approximately 14 clients at an average annual billing of $1,617)Additional Billings: 3 NPO, 2 Estates, 1 Agristability totalling $12,700 of annual billingsClient mix: Approximately 53% virtual, 23% by mail and 24% in person meetings (mostly one time and then mailed the tax return to them when completed.)  ... Less

Practice for Sale – Established Bookkeeping and Tax FirmPresented by Alan LivermanWe are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting practice with a solid reputation for outstanding client service.Key Highlights:Service Breakdown:T1 Personal Tax Returns: 19% of revenue (approx. 850 returns annually averaging $150 per T1)T2 Corporate Tax Returns : 9% of revenue (approx. 45 clients averaging $1,450 per T2)Payroll processing: 3% of revenue (approximately 22 clients at an average annual billing of $950)Bookkeeping and Management Reports: 67% of revenue (approximately 55 clients at an average annual billing of $8,300) Established: Founded in 1975, the practice has built a loyal client base and a strong local presence.Technology:Tax Software: Taxcycle ,Titan secure portal, Adobe e-signature Accounting Software: QBO, ... Less

Alan Liverman is pleased to introduce: For sale: Established cloud-based CPA & premium bookkeeping practice (founded in 2002)Key highlights350+ active clients; cloud-first operationsRevenue mix: ~86% recurring bookkeeping, 12% compilations/corporate tax/financial reporting, 1% personal taxAverage bookkeeping rate: $138/hour; Year end:$250/hour; Consulting: $575/hourStrong owner cash flowServes a broad mix of industries — diversified client baseStaff: ~20 experienced, loyal personnel (FT, PT, subcontractors) available to transitionOffice: 2,500 SF; rent ~ $7,000/month including GSTSeller flexible and committed to a smooth transitionIdeal buyerFirms or buyers looking to scale a cloud accounting division or expand nationally, especially those behind on cloud accounting capabilities.Next stepsSerious inquiries only; proof of funds required. Contact Alan Liverman to request an information package and to arrange confidential ... Less

Practice for Sale – Established Tax and Accounting FirmPresented by Alan LivermanWe are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting practice with a solid reputation for outstanding client service.Key Highlights:Service Breakdown:T1 Personal Tax Returns: 28% of revenue (approx. 300 returns annually)Compilations/T2 Corporate Tax Returns : 42% of revenue (approx. 51 clients)Established: Founded in 2006, the practice has built a loyal client base and a strong local presence.Technology:Tax Software: Profile Accounting Software: Microsoft Office, QB, ( Desktop & Online), Sage 50Staffing:One full-time employee year-round Owner Involvement: Full time Office Space:Approximately 1500 square feetMonthly rent: $1,950 + HSTLease assumableFinancials: Consistent annual billings and profitability, with a strong emphasis on customer satisfaction.This is an ideal opportunity for an ... Less

Well-Established Cross-Border Tax & Accounting Firm – Windsor-Essex Region, OntarioServing the Windsor–Detroit corridor since 1989, this long-standing firm has built an exceptional reputation with a loyal, multi-generation client base. Its strategic location near the U.S. border makes it a go-to provider for both Canadian and U.S. personal tax services.The practice continues to show consistent year-over-year growth, generating $281,000 in 2025 revenue, supported by a balanced service mix and strong recurring work.Service Mix:- 34% Accounting, Bookkeeping & Corporate Tax- 36% Canadian Personal Tax- 30% U.S. Personal TaxSoftware: Visual Tax, TaxCycle, Wolters Kluwer CCH US Tax, Payworks, QBOThe practice operates from a well-laid-out office. Parking is included. Rent is $1,367/month, with a lease in place until December 2026.This is an excellent opportunity for a firm or individual looking to acquire an established and ... Less

(Français ci-dessous)Annual Revenue: ~$1.43MWell-established accounting and tax firm with a diversified corporate client base and strong recurring revenue stream. Services include taxation, recurring accounting services, and professional engagements.Services offered: personal tax services (650+ tax returns) and corporate tax services (275+ corporate files), additional tax mandates and advisory services, recurring bookkeeping/accounting services (85+ clients), compilation engagements (50+ files), as well as review, audit, and assurance engagements (70+ professional mandates).Software used: CaseWare, Taxprep, Acomba, Sage, MS365, and others.Excellent turnkey opportunity for a CPA auditor or an accounting firm looking to grow through acquisition.________________________________________Revenus annuels : ~1,43 M$Cabinet comptable et fiscal bien établi avec une clientèle corporative diversifiée et une excellente récurrence de ... Less

Ce cabinet offre une structure bien établie et diversifiée, composée d’une division de tenue de livres et fiscalité ainsi qu’une division examens et compilations avec des revenus récurrents d’environ 844 000 $.  Tenue de livres, services comptables et fiscaux aux PME et OBNL : ~ 574 000 $ autour de 20 clients de TL- Clients mensuels en majorité - 64 % des revenus- T4, T4A, T5 - 5 %- Clients mandats spéciaux et assistance fin d’exercice  - 26 %- Impôt des particuliers (environs 33 dossiers) - 5 %Clientèle de certification (projection 2025) : ~ 270 000 $ autour de 40 clients- Missions d’examen -27 %- Compilations - 52 %- Impôts corporatifs non inclus dans les mandats- 15 %- Consultation- 6 %Points forts du cabinet-Portefeuille mensuel stable et rentable- Portefeuille certification stable (taux moyen de 190$/hr)- Revenus déjà ajustés pour exclure les éléments non récurrents- Clé en main pour intégration à leur bureau ou ... Less

Cabinet bien organisé offrant des services complets en conformité, comptabilité de fin d’année, fiscalité des particuliers et consultation. L’organisation interne est solide, les revenus sont stables et une part importante provient d’une clientèle de PME générant approximativement 720 000 $. Les PME constituent le cœur du cabinet avec environ 85 clients générant :44 % des revenus en services de conformité (tenue de livres, paie, déclarations diverses), avec des honoraires moyens de 3 694 $ par client.26 % des revenus en comptabilité de fin d’année et déclarations T2 et de fiducies, avec des honoraires moyens de 2 212 $.255 dossiers de déclarations de revenus personnels (T1) représentant 17 % des revenus pour un total de 122 000 $ (moyenne de 478 $/client).Consultation et mandats fiscaux représentant 14 % des revenus, soit 97 500 $ (moyenne de 2 437 $/client).Les honoraires moyens par client sont intéressants reflétant une ... Less

This is not a virtual practice.Boutique accounting firm with a strong niche in the film, television, and media production sector. The practice generates diversified and recurring revenues across tax, bookkeeping, and industry-specific services.Key Billings (FY2025)- Personal Taxes: $199,167- Corporate Taxes: $198,622- Compilation Engagements: $120,355- Bookkeeping & Other: $62,743- Total Billings: $580,887Specialized services include film/TV tax credit estimate letters, CAVCO/FIBC documentation, tax credit preparation on T2 returns, and CRTC filing support. ... Less

Type d’acheteur recherché : Individu ou cabinet non-CPA .Cabinet de comptabilité bien établi depuis plus de 30 ans, spécialisé dans les services aux PMEs. Sa longévité sur le marché reflète une expertise solide, une clientèle fidèle et une connaissance approfondie de son secteur d’activité.• Chiffre d’affaires annuel : environ 771 450 $• Répartition des revenus :68 % – Honoraires de comptabilité : 524 850 $18 % – Honoraires fiscaux (T1 et T2) : 140 730 $14 % – Honoraires de gestion et de consultation : 105 860 $• Logiciels utilisés : Dynacom, DT Max, Excel ... Less

We are pleased to present an excellent opportunity to acquire a well-established and profitable tax and accounting practice with a solid reputation for outstanding client service.Key Highlights:Service Breakdown:- T1 Personal Tax Returns: 88% of revenue (approx. 3,000 returns annually)- T2 Corporate Tax Returns: 10% of revenue (approx. 100 returns annually)- Bookkeeping & Accounting Services: 2% of revenueEstablished: Founded in 2011, the practice has built a loyal client base and a strong local presence.Technology:- Tax Software: TaxCycle- Accounting Software: QuickBooksStaffing:- One full-time employee year-round- One part-time seasonal employee- Both are willing to remain with the buyer, ensuring a smooth transitionOwner Involvement: The current owner personally prepares the majority of tax returns and is now looking to retire.Office Space:- 800 square feet- Monthly rent: $1,300- Lease assumable; valid through ... Less

Fort de plus de 30 ans d’expérience et de relations clients durables, ce cabinet constitue une excellente opportunité pour un cabinet en croissance ou un professionnel souhaitant s’établir avec une clientèle fidèle. Le portefeuille compte 2 453 clients T1 et 66 clients corporatifs, assurant des revenus récurrents et diversifiés. A moins de 30 minutes du Pont Champlain. Revenu en 2024 : 325 636 $; Estimation pour 2025: entre 375 000 $ et 400 000 $Revenu au 31 juillet 2025 : 324 822 $Répartition des revenus :Déclarations de revenus des particuliers (T1) : 234 791 $ (72 %)Compilations et T2 : 90 845 $ (28 %)Équipe & opérations :Équipe hautement qualifiée et expérimentée.Interaction avec la clientèle : principalement en personne.Logiciels utilisés : DT Max, DT Classeur, Sage, Dimpôt (Logiciel interne)Installations :Espace de bureau : 1 250 pi² (propriété du vendeur).Aménagement : salle de réception et 5 bureaux ... Less

- Cabinet de CPA établi depuis 1985 dans la région de Chaudière Appalaches. - Chiffre d'affaires estimé pour 2025 : 670 000$. - Répartition des services en 2024 : -> 32 clients corporatifs générant 105 000 $; -> 80 clients de tenue de livres générant 210 600 $; -> 1 918 clients de T1, générant 382 600 $ -> Autres services comptables: 13 900 $- Raison de la vente : les propriétaires prennent leur retraite- Le cabinet vient avec 7 employés : 5 permanents et 2 saisonniers - La bâtisse est disponible à la vente. ... Less