Tax service business plan examples

Publicity and Public Relations A news release will be sent to area newspapers and magazines announcing the launch of Marcus Accounting. Greenwich, CT. The newsletter can be used to update clients on accounting and tax-related developments, but also serves as a reminder of what sets Marcus Accounting apart from other accounting services—being a financial "partner" and "keeping an eye on your dollar.

How to start a tax preparation business from home

They are people who are core professionals and licensed and highly qualified tax consultants in the United States. A six-week, every-other-week schedule 12 insertions is also proposed for the fall to promote end-of-year tax planning and bill paying for seasonal residents. Executive Summary 2. The business is suitable for people seeking for part-time jobs that would allow them to spend sufficient time with their family and take vacations during the year. Below is an overview of the marketing strategies and objectives of the Tax Preparation Company. As such, only trained professionals, like those employed by the Tax Preparation Company, can render these services. Customer Reward Program As a means of building business by word-of-mouth, present customers should be encouraged and rewarded for referring future customers. Monitoring the local newspapers for announcements about new businesses in the area will provide a steady influx of new names. However, for some types of tax preparation services cum financial consultancy services, flat fees make more sense because they allow clients to better predict consultancy costs.

If you answered YES to any of the questions above, then I advice you read on. These services will primarily consist of accounts receivable, accounts payable, general ledger management, and cash flow management in conjunction with accounting software suites such as QuickBooks, Microsoft Money, and Peachtree Accounting The third section of the business plan will further describe the services offered by the Tax Preparation Company.

The letter introduces Marcus Accounting, and along with information about services, etc. Create your own business plan 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.

business plan for accounting firm pdf

Opportunities- There are many opportunities for a tax preparation services company in the community. The business will offer clients bookkeeping services with the oversight of a CPA at a price they can afford.

In addition, we will also offer special discounted rates to individuals, households, start — ups, nonprofits, cooperatives, and small social enterprises. Neither of these threats can be reduced or eliminated.

bookkeeping business plan

If you can successfully create a unique brand identity for your tax preparation services firm or carve out a unique market, you are likely going to experience less competition. The employees will be professionals in the financial consulting services industry whose ethics and values align with those of the company.

Individual investigates alternative accounting services.

business proposal for accounting services

Doe is not seeking an investment from a third party at this time.

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Tax Preparation Business Plan