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Practices/Fees for Sale or Purchase

Looking to acquire fees circa $100-$250,000

Sole Practitioner (CA) with over 12 years experience across commercial and public practice. Most recently (for 4+ years) as an Associate Director of a City-based firm managing and servicing a $1Mil+ fee base with a team of 3 Accountants (1 CA and 2 CA Candidates). In my first year as a Sole Practioner, I grew fee my fee base from $0 to $150K. Fee base (70% Advisory and 30% Tax Compliance). Technically astute and capable of carrying out complex tax planning. Being technology-focused, Xero is employed as our PM and Tax Lodgement Platform. SPFRs, Management Reports, Forecasting, Business Analytics, and Data Visualisation are carried out in proprietary financials models designed by myself. No need for pesky XPA or Sol 6; streamlining tax compliance preparations. Systems advice and BI infrastructure services are also provided. Looking to acquire fees circa $100-$250,000 within the Business Advisory, Taxation, and/or SMSF space, ideally with a hand-over period, to accelerate my growth ambitions. If you are looking to retire and place your clients with an ambitious and capable CA, please contact me. As I have spare capacity, contracting would also be considered.

Location: NORTH STRATHFIELD, NSW

Fees: $150,000

Practice Type: Tax Agent

Services Offered:

  • Business Service/Tax Compliance

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