Accounting & Advisory Practice
Accounting & Advisory
ActiveProfessional ServicesB2B
Brief
- Accounting and advisory practice with recurring annual fees and a loyal client base.
- Over 270 client groups with no major client concentration.
- Includes an established advisory division and two accredited advisers.
- Around 50 Family Protection Trusts generating recurring income.
- Uses cloud-based systems including Xero and XPM.
- Structured transition support offered.
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