The firm offers tax accounting, management accounting, and QuickBooks set-up and training for small business clients.
The firm offers tax accounting, management accounting, and QuickBooks set-up and training for small business clients. To move beyond a one person model, the business will expand its services to include bookkeeping services for small businesses.
This will require an investment in marketing and staff to grow the business to include this complementary line of business. This business plan organizes the strategy and tactics for the business expansion and set objectives for growth over the next three years. The business will offer clients bookkeeping services with the oversight of a CPA at a price they can afford.
To do this involves hiring undergraduate student bookkeepers and a graduate student manager, keeping fixed costs as low as possible, and continuing to define the expertise of Sorcerer's Accountant through its website resources.
The effect will be sales more than doubling over three years as 8 part-time bookkeepers are deployed to client businesses as needed, and salary and dividends to Greenwood increase substantially.
Objectives The Sorcerer's Accountant seeks to launch a new line of services - small business bookkeeping - which will be offered to the same ongoing clients as Sorcerer's Accountant currently seeks. Sorcerer's Accountant has set the following objectives: Keys to Success The keys to success for the accounting business include: Building trust with clients Maintaining up-to-date CPA certification and education on accounting practices and laws Going beyond saving clients money to proposing how they can increase their revenues Legal and ethical practices when it comes to transparency, reporting, and taxes Get the entire sample plan and everything you need to customize it for your business.
Download Business Plan Pro today! Purchase Business Plan Pro today and get Magazine and free business planning ebooks.BUSINESS PLAN TABLE OF CONTENTS Operating Plan Business location and requirements, advantages, lease details Equipment, technology, R&D, environment aspects Accounting firms do not take bookkeeping clients.
They are established in completing income taxes, setting up corporations, and trust accounts. In general, you need experience with bookkeeping and/or accounting on a professional level, plus experience with various accounting software, such as QuickBooks.
It's also necessary to be extremely accurate, reliable and work with a high level of integrity when . Create a business name for your business, file your DBA, and get a business license.
Join the local Chamber of Commerce, Better Business Bureau, etc. Create a tri-fold brochure, business . The Sorcerer's Accountant accounting and bookkeeping business plan executive summary. The Sorcerer's Accountant is an existing one-person accounting and tax preparation service, planning to expand by adding bookkeeping services/5(57).
A bookkeeping business consists of managing income and expenses, processing payroll and preparing tax returns for business clients.
Creating a business plan and learning how to get clients are a couple examples of what you need to do to get up and running. The Sorcerer's Accountant accounting and bookkeeping business plan services. The Sorcerer's Accountant is an existing one-person accounting and tax preparation service, planning to expand by adding bookkeeping services.