This quality accounting practice generated $538k in professional fees for FY23, servicing a broad mix of individuals and businesses. Over the last 39 years, the principal has built an extremely loyal client base, with the practice located in the northern suburbs of Sydney. The business is ably supported by a small, professional team.

The principal started the practice in 1984 and has grown steadily over the ensuing years. In recent years, the principal has stepped away from day-to-day client activities, with the practice manager being the primary advisory for clients. The practice provides tax advice and return preparation services, business administration services, general business and SMSFs.

The practice’s clients are primarily individuals and businesspeople, typically located in and around Sydney, with a small selection of interstate clients. The clients represent a wide array of industries including building, electrical, mechanical, investment, medical, plumbing, retail, and landscaping and to name a few.

The principal and practice manager recognises 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.