Bookkeeping Businesses for sale in Canada

Match monthly invoices to signed engagements, bank receipts and completed work for each client. Separate fixed-fee, hourly, cleanup and seasonal work, then review retention, pricing changes and clients personally serviced by the seller.

CRA representative access requires valid authorization for the representative or business arrangement. Do not reuse personal credentials; schedule client reauthorizations, confirm access levels and test continuity for payroll, GST/HST, corporate and individual accounts.

Review late or incorrect remittances, amended slips, penalties, client complaints and internal review procedures. Confirm who approves payroll, how deadlines are monitored and whether professional insurance covers errors affecting client employees and tax accounts.

Inventory bookkeeping, payroll, receipt-capture, document and password systems by client. Confirm licences are assignable, administrator access will transfer, data can be exported, integrations remain supported and no critical account uses the seller's personal email.

Review engagement terms, privacy notices, access logs, breach history, retention schedules and backup testing. Use a documented transfer process with appropriate client communication, least-privilege access and secure deletion from the seller's devices and accounts.

Map client assignments, month-end deadlines, software skills and quality-review duties to each employee or contractor. Verify classification, compensation and capacity, then model workload and retention if the owner or a senior bookkeeper leaves.