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SA - Inner-city Eastern Suburb

Under Offer

SA2364

Accounting

SA Adelaide Opportunity

Experienced | Hands on | Professional

- Accounting | Tax | SMSFs | Business Support | Estate Audits

- Professional Fees 23/23: $701k

- Clients: 171

- Sole practitioner

- FTE: 3.5

- 31-year history

35

Page Information Memorandum 

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This exceptional accounting and business advisory practice generated $701k in professional fees In FY23. Established as a sole trader in 1993 within metro Adelaide, the practice has been a trusted provider of individualised financial solutions for over three decades. The principal brings forth over 40 years of experience to deliver unparalleled expertise in accounting and tax advice.

With a client base of approximately 171 individuals and businesses, the practice services encompass tax, compliance & audit, reflecting a dedication to comprehensive financial support. The practice provides tax advice and return preparation services, business administration services, general business and structuring advice, auditing services and CFO/back-office services.

The practice’s clients are primarily businesspeople, typically located around South Australia. The clients represent a wide array of industries including advertising, arts, construction, crane hire, engineering, investment, landscaping, legal, locksmith, medical, property, supermarket, technology and workwear to name a few.

The principal 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.

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