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Accounting Firm Seeking Loan in Port of Spain, Trinidad

Investment opportunity in an accounting firm with established SME client relationships and solid revenue streams.

Established 1-5 year(s)
Employees 2 - 5
Legal Entity Sole Proprietorship/Sole Trader
Reported Sales USD 13.2 thousand
Run Rate Sales USD 17.7 thousand
EBITDA Margin 0 - 10 %
Industries Accounting Firms
Locations  Port of Spain
Local Time 7:44 AM America / Port of Spain
Listed By Business Owner / Director
Status Active
Overall Rating
Seeking Loan
USD 3.7 thousand for 5.5% annual interest, 5 years (Native Currency: TTD 25,000)
Reason: The business requires additional working capital to manage day-to-day operations smoothly, support g... View More
Collateral Available: USD 0
Includes physical assets worth USD 1.47 thousand
Name, Phone, Email
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Business Name
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User Verification
Business Overview
- The business operates as a specialized accounting firm, catering primarily to small and medium enterprises (SMEs), offering essential outsourcing services.
- Key services include filing tax returns, business setup post-incorporation, payroll processing, and implementing financial policies and controls.
- Currently, the firm serves a diverse clientele of 25 businesses, which includes an engineering firm and a nursing home.
- The firm accommodates both ongoing and one-time service requests for various accounting needs, ensuring flexibility for clients.
- By focusing on SMEs, the firm maximizes its market potential, providing tailored financial solutions that improve client operations.
- Revenue generation is achieved through service fees for annual contracts and one-time accounting tasks, optimizing income streams.
- The firm is built on a relationship-focused approach, providing personalized attention to ensure the financial health of each client.
- Operates with a valid operations license.
Products & Services Overview
Key services include filing tax returns, business setup post-incorporation, payroll processing, and implementing financial policies and controls.
Assets Overview
Tangible assets:
- Computers and laptops used for operations.
Facilities Overview
The business operates remotely. There is no dedicated office space.
Capitalization Overview
- Sole owner.
- No loans or debts.
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Disclaimer: SMERGERS is a regulated marketplace for connecting business sell sides with investors, buyers, lenders and advisors. Neither SMERGERS represents nor guarantees that the information mentioned above is complete or correct.
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