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Business Plan for Bookkeeping

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Business Plan for Bookkeeping Powered By Docstoc
					This Business Plan for a Bookkeeping business allows entrepreneurs or business
owners to create a comprehensive and professional business plan. This template form
allows a business to outline the company's objectives and detail both current company
information as well as any past performance. Companies should include a complete
market analysis in their plan to help showcase why their business strategy will be
effective in the market. Future company plans, including production targets,
management strategy, and financial forecasting, should be used to demonstrate and
confirm that the company's short-term and long-term objective can and will be met. This
model plan can be customized to best fit the unique needs of any entrepreneur or owner
that is seeking to create a strong business plan.
                                  [INSERT IMAGE/LOGO]




                                COMPANY NAME
                                Owner: OWNER’S NAME
                                     Address
                                      Phone #:
                                     Office #:
                                       Fax #:




                                BUSINESS PLAN




© Copyright 2012 Docstoc Inc.                           1
                                                       Confidentiality Agreement

The undersigned reader acknowledges that the information provided by COMPANY NAME in this business plan is confidential; therefore,
reader agrees not to disclose it without the express written permission of COMPANY NAME.

It is acknowledged by reader that information to be furnished in this business plan is in all respects confidential in nature, other than
information which is in the public domain through other means and that any disclosure or use of same by reader may cause serious harm
or damage to COMPANY NAME.

Upon request, this document is to be immediately returned to COMPANY NAME.




___________________
Signature

___________________
Name (typed or printed)

___________________
Date




                                    This is a business plan. It does not imply an offering of securities.




© Copyright 2012 Docstoc Inc.                                                                                     2
                                                                  Table of Contents



1.0 Executive Summary .................................................................................................................................. 1
   1.1 Objectives ............................................................................................................................................ 2
   1.2 Mission ................................................................................................................................................ 2
   1.3 Keys to Success ................................................................................................................................... 2
2.0 Company Summary .................................................................................................................................. 2
   2.1 Company Ownership ............................................................................................................................ 2
   2.2 Company History .................................................................................................................................. 2
      Table: Past Performance ........................................................................................................................ 3
3.0 Services .................................................................................................................................................. 4
4.0 Market Analysis Summary ......................................................................................................................... 4
   4.1 Market Segmentation ............................................................................................................................ 5
      Table: Market Analysis ........................................................................................................................... 5
   4.2 Target Market Segment Strategy ........................................................................................................... 6
   4.3 Service Business Analysis ..................................................................................................................... 6
      4.3.1 Competition and Buying Patterns .................................................................................................... 6
5.0 Strategy and Implementation Summary ...................................................................................................... 7
   5.1 Competitive Edge ................................................................................................................................. 7
   5.2 Marketing Strategy................................................................................................................................ 7
   5.3 Sales Strategy ...................................................................................................................................... 7
      5.3.1 Sales Forecast .............................................................................................................................. 8
         Table: Sales Forecast......................................................................................................................... 8
   5.4 Milestones ......................................................................................................................................... 10
      Table: Milestones ................................................................................................................................. 10
6.0 Management Summary ........................................................................................................................... 10
   6.1 Personnel Plan ................................................................................................................................... 10
      Table: Personnel .................................................................................................................................. 10
7.0 Financial Plan ........................................................................................................................................ 10
   7.1 Important Assumptions ....................................................................................................................... 11
   7.2 Break-even Analysis ........................................................................................................................... 11
      Table: Break-even Analysis................................................................................................................... 11
   7.3 Projected Profit and Loss .................................................................................................................... 12
      Table: Profit and Loss........................................................................................................................... 12
   7.4 Projected Cash Flow ........................................................................................................................... 15
      Table: Cash Flow ................................................................................................................................. 15
   7.5 Projected Balance Sheet ....................................................................................................................... 1
      Table: Balance Sheet ............................................................................................................................. 1
   7.6 Business Ratios.................................................................................................................................... 2
      Table: Ratios ......................................................................................................................................... 2
Table: Sales Forecast .................................................................................................................................. 1
Table: Personnel.......................................................................................................................................... 2
Table: Personnel.......................................................................................................................................... 2




                                                                                                                                                      Page 1
                                                       COMPANY NAME



1.0 Executive Summary

    COMPANY NAME is a small, successful, two-person accounting and tax preparation service owned and run by OWNER’S NAME,
    CPA in Puyallup, Washington. The firm offers tax accounting, management accounting, and QuickBooks set-up and training for small
    business clients. To move beyond a two-person model, the business will expand its services to more 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
    additional bookkeepers in order to handle more clientele.

    COMPANY NAME is seeking grant funding in the amount of $353,000 in order to pay for expansion of the current facility, hire and
    train new employees and add much needed additional office equipment and supplies.

    OWNER’S NAME

    [INSERT CONTACT 
				
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Description: This Business Plan for a Bookkeeping business allows entrepreneurs or business owners to create a comprehensive and professional business plan. This template form allows a business to outline the company's objectives and detail both current company information as well as any past performance. Companies should include a complete market analysis in their plan to help showcase why their business strategy will be effective in the market. Future company plans, including production targets, management strategy, and financial forecasting, should be used to demonstrate and confirm that the company's short-term and long-term objective can and will be met. This model plan can be customized to best fit the unique needs of any entrepreneur or owner that is seeking to create a strong business plan.