South-West Sydney Opportunity
Professional | Experienced | Quality
- Accounting | Tax | Compliance
- Professional Fees $585K
- Entities: 473 | SMSFs: 28
Page Information Memorandum
This quality practice commenced in 1990, with a focus on small to medium business clients and this has continued through to today, where the business generated $585k in professional fees for FY21.
The practice provides accounting, taxation and management advisory services and in addition provides auditing to a small selection of clients including church parishes and NFP community organisations.
The professional team (excluding partners) includes 4 staff with 1 full-time and 3 part-time. Of the 4 staff, 2 team members have been longer serving team members and thus have a stronger working knowledge of the clients and practice.
The practice’s clients are primarily businesspeople, typically located in southwest Sydney and regional NSW. The top 10 locations by fees are (alphabetically listed) Beecroft, Camden, Campbelltown, Macquarie Fields, Minto, Narellan, Picton, Ryde, Tahmoor, and Tamworth.
The clients represent a wide array of industries including confectionery wholesaler, construction, investment, IT services, legal, medical, real estate, transport, waste & recycling to name a few.
The partners recognise that now is the time to pass the baton; to see a new practitioner/new firm take over the running of the business and continue the superior servicing of its valued clients.
