Tax service business plan sample

Sometimes people use the term business plan when they are referring to a project. Some projects are very substantial and equate to an autonomous independent business activity, in which case a business plan is entirely appropriate. Business planning terminology can be confusing because much of it is used very loosely, and can mean different things.

Tax service business plan sample

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.

Los Angeles County Treasurer and Tax Collector

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.

tax service business plan sample

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.

Executive Summary

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.A tax preparation business only booms in the beginning of the year when people pay their taxes; January-April. After this period, there is really nothing left to do if you are solely into Tax preparation business.

Free Sample Retail Business Plan Template | Retail Store Business Plan

Sample Business Plans. A sample concise business plan template is provided on this page as well as other resources.

A good retail business plan gives the retail firm a pathway to profit. This free sample business plan retail store guide is designed to help an owner-manager work up a sound business plan. 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. Business Plan for Tax Office or Franchise Open Tax Office; The following is a sample business plan for TaxBiz affiliates. This is designed to help you start your own business plan. Information and data will vary from business to business. Find how to open or start an income tax preparation business, office, practice or service in.

business plans and marketing strategy free business planning and marketing tips, samples, examples and tools - how to write a business plan, techniques for writing a marketing strategy, strategic business plans and sales plans.

Sample text from Financial Services Business Plan: Executive Summary [COMPANY NAME] is a successful accounting and tax preparation service owned and supervised by [NAME] in [CITY], [STATE] in [COUNTY] County. A Sample Tax Preparation Service Business Plan Template Business Overview The financial services industry is indeed a very broad industry and one of the active lines of businesses in the industry is tax preparation services business.

Create a business tax strategy that will save you time, energy and money. Deduct business taxes with this all-in-one strategic guide. Get essential information on picking a business structure, facing the IRS -- and more!

Real Estate Business Plan Sample | Entrepreneur