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Position Filled
Combined Accounting / Planning practice, Accounting Practice
Sydney Northern Suburbs, NSW
- Ref: 71003
- Salary: Negotiable
A great opportunity for a CA or CPA with a keen interest in providing Business Service/Tax services to join a practice located 10 minutes north of the CBD. The practice, which utilises the lastest technology and consulting practices turnsover $350K+ in accounting fees from approximately 150 clients and $250K in financial planning fees. This opportunity may suit a practitioner currently employed in a senior management role who is seeking equity and/or a practitioner with a small base client base seeking a merger.
A great opportunity for a CA or CPA with a keen interest in providing Business Service/Tax services to join a practice located 10 minutes north of the CBD. The practice, which utilises the lastest technology and consulting practices turnsover $350K+ in accounting fees from approximately 150 clients and $250K in financial planning fees. This opportunity may suit a practitioner currently employed in a senior management role who is seeking equity and/or a practitioner with a small base client base seeking a merger.
Below is a brief profile of the practice:-
Practice Turnover
|
Financial Year Ended 30 June |
Accounting |
Financial Planning |
Mortgage Brokering |
|
2011 |
$ 323,781 |
$ 233,621 |
$ 15,081 |
|
2010 |
$ 333,882 |
$ 238,404 |
$ 17,338 |
|
2009 |
$ 354,794 |
$ 236,755 |
$ 20,566 |
Lodgement Statistics for the 2011 Financial Year
|
Type |
Number of Lodgements |
|
Company Returns |
46 |
|
Partnership Returns |
1 |
|
Trust Returns |
48 |
|
Superannuation Returns |
33 |
|
Individual Returns |
255 |
|
Audits |
4 |
|
Total |
387 |
Analysis of Accounting Fee level by Client Group
|
Fee Range |
Number of Clients |
Fees |
Average Fee |
|
> $20,000 |
1 |
$ 38,521 |
$ 38,521 |
|
$10,001 - $20,000 |
6 |
$ 80,399 |
$ 13,400 |
|
$5,001 - $10,000 |
13 |
$ 88,329 |
$ 6,795 |
|
$1,001 - $5,000 |
49 |
$ 122,719 |
$ 2,504 |
|
$501 - $1,000 |
33 |
$ 24,080 |
$ 730 |
|
$0 - $500 |
49 |
$ 14,704 |
$ 300 |
|
Total |
151 |
$ 368,752 |
$ 2,442 |
It is envisaged that you will be CA qualified and have a proven track record as a successful Business Services Manager. A desire and passion to obtain partnership is essential. In return you will be joining a dynamic, social and supportive Firm, with short term Partnership opportunities and a good work life balance.
How to Apply:
If you would like to know more about this opportunity, please click on the apply button, or contact Mark Witt CA on 1300 722 452 or mark@practiceexchange.com.au . Your enquiry will be treated with the strictest of confidence.
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