Free Accounting and Bookkeeping Sample Business Plan PDF

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Then, take this guide and create a weekly to-do list based on the steps we have shared with you. It’s tough to stay on top of new trends and changes in the industry. This is a trend that is completely changing how bookkeepers and accountants do business, so it’s important that you understand how it works since it will have a direct impact on your business. As a one-person operation, you may find it hard to get back to clients right away, especially during tax season.

Roundtable Transcript: What’s Next in Business Technology? –

Roundtable Transcript: What’s Next in Business Technology?.

Posted: Mon, 27 Feb 2023 10:02:33 GMT [source]

A clear CTA on your homepage is just one tactic to help turn your website into a tool that converts visitors into potential clients. Now, add the different levels of support to your gold, silver, and bronze plans. It might also help to differentiate support based on levels of access such as junior bookkeeper support vs. senior bookkeeper support. Your bronze plan may just include email support for up to 3 questions per month, while your silver plan could include phone/email/Zoom support for up to 5 questions per month and your gold plan could include unlimited support. Instead, I recommend bundling different levels of support into your productized service.


Because ‘Modern’ accounting and bookkeeping services is billed through monthly ‘plans’, you can typically cancel your ‘plan’ at any time, for free, if you’re unhappy with the service provided. Monthly billing also allows you to change ‘plans’ to match your current business requirements, meaning you’re not left paying for low value or irrelevant services you don’t need or want. Shockingly, in North America, nearly 50% of small businesses who use bookkeeping or accounting services have a negative experience – or worse – see a negative impact on their business. If you’ve never thought about how bookkeeping can directly impact your business day-to-day you’re not alone.

The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business. Provide payroll and payroll tax filing when you bring on your first employee.

What is an accounting proposal?

We can assist you by dealing with the day to day organization and record keeping responsibilities and other tasks with our bookkeeping services. Many don’t have the time to keep up with the necessary data entry. They may also lack the needed training in QuickBooks or other accounting software to keep appropriate records. Small businesses everywhere need bookkeeping services to support the financial health of their business. In this part of the bookkeeping business plan template, explain what staff you would need for your company. You need to explain whether you would hire full time or part-time staff. Will you need additional support staff to further expand your business?

  • This is a longer-term strategy for certified public accounting firms, certified public bookkeepers, and bookkeeping businesses to create successful businesses, but I recommend planting the seeds now to reap the rewards later.
  • Add a picture of your office or staff to give your account services proposal a personal touch.
  • Given the variety of accounting services, some are more popular and sought-after than others.
  • To move beyond a one person model, the business will expand its services to include bookkeeping services for small businesses.
  • Good management is the key to success and good management starts with setting goals.
  • Our payroll accounting, payroll administration, payroll services and payroll processing services are designed to give you the peace of mind and allow your company to focus its resources on what you do best.

Initially, as a home-based business (keeping low overhead in the start-up phase) Marcus shall specialize in individual and small business clientele. As growth warrants, additional staffing assistance and/or outside office location can be realized . The foundation for the plan is a combination of primary and secondary research, upon which the marketing strategies are built. Discussions and interviews were held with a variety of individuals and small businesses to understand why and how they consider using an accounting service. Census data, County Business Patterns , and other directories were consulted to develop the market potential and competitive situation.