Sample Bookkeeping Service Business Plan Template PDF

Are you looking for a bookkeeping service business plan template? Here is a sample business plan for a bookkeeping service company and free feasibility report.


Are you looking for a bookkeeping service business plan sample for your new business? To start a bookkeeping service business, important aspects of the business such as funding, equipment, quality customer service for its clients and also achieving total client satisfaction are among the most important things to consider, but the most important of all these is the business plan.

This is so crucial to the survival of the business because it charts a way forward for the business. It is like a guide for directing the business along the paths of success.

Bookkeeping mainly deals with the documentation of financial transactions in businesses. There are several businesses and startups requiring bookkeeping services and hence, opportunities are never in short supply.

This article covers bookkeeping service business plan sample and what a good one should contain.

Sample Bookkeeping service business plan outline

  • Executive Summary
  • Vision Statement
  • Mission Statement
  • Business Structure
  • Market Analysis
  • Competitive Advantage
  • Sales and Marketing Strategy
  • Sales Forecast

Providing premium bookkeeping services for businesses and startups, Hulk Finance Consultants LLC is registered fully licensed with its corporate office in Nevada. Offering state-of-the-art services to our numerous esteemed clients, Hulk Finance Consultants LLC will be offering very affordable yet high quality services to clients.

There are plans to take this business to enviable heights by making it be among the very best in bookkeeping service business within Nevada and the US.

Our vision at Hulk Finance Consultants LLC is to build a strong brand synonymous with service excellence, thereby, drawing clientele from both startups and corporate clients.
This will be evidenced by our commitment to duty and the provision of service excellence to all our clients, be they startups or corporate bodies.

At Hulk Finance Consultants LLC, our mission is the provision of unbeatable services to our clients at cheaper and affordable rates, adequately taking care of their financial records and all other finance affiliated matters. Also, we plan on achieving a goal of growing this business into a global bookkeeping brand that will see the business join the top league within its first 7 years of operation.

Committed to building a sound business organizational structure, Hulk Finance Consultants LLC plans on putting in place the following structures for its smooth running these include in no particular order, Admin and HR Manager, an Accountant, a Front Desk Officer, the CEO, Marketing and Sales Executive and a Bookkeeper who will also double up as the Payroll Admin.

Those to fill in these positions will be the very best on offer in the industry, and their remuneration will be well handled to ensure adequate job motivation.

Bookkeeping industry is so wide and diverse and quite affordable for businesses especially startups. Instead of them hiring accountants which might cost them more, it is much cheaper to hire booking service providers which is the area we come in. thus, providing high quality bookkeeping service yet at affordable rates for businesses, hence, eliminating the need for them to hire accountants whose services are more expensive as compared to bookkeeping service providers.

Although starting small, providing bookkeeping services to small businesses, Hulk Finance Consultants LLC will also have the capacity to handle large clients while trying to expand to favourably compete with already established bookkeeping and payroll firms in the country.

Although young, Hulk Finance Consultants LLC will be hiring the very best hands considered to be authorities in their fields. Hulk Finance Consultants LLC will be riding on the back of sheer skill and experience which is sure to drive its fortunes to enviable heights. Also, it is strategically located within the business district of Nevada to enable easy accessibility to clients.

Employee remuneration will be periodically reviewed to promote job motivation and employee loyalty, thus, creating an enabling environment where employees will work diligently to achieve the growth objective of the company.

The sales and marketing strategy to be adopted by Hulk Finance Consultants LLC is the engagement of the services of a competent business developer to mainly take care of marketing and sales. This will eventually translate to business boom and higher sales of our services to clients and also, providing total satisfaction to these valued clients.

Also, there is a plan by Hulk Finance Consultants LLC to create various bookkeeping service packages for different client types so that we will fit into their budgets and still provide high quality service to them. Also, the use of the internet is going to be paramount in the advertisement of our services to a wide spectrum of the society, especially startups and corporate organizations.

The sales forecast for Hulk Finance LLC will be determined by our business location and with the location of the business being focal to our sales; we expect our current location in Nevada to generate the following profits over a period of four years;

First Year $200,000
Second Year $350,000
Third Year $500,000
Fourth Year $750,000

These projections have been put forth discounting recession or economic crisis and with the knowledge of what is obtainable using industry standards, and with the expectation that these will remain unchanged.

Above is what a detailed bookkeeping service business plan sample should look like. Capturing all the most important aspects of a sound business plan relevant to the survival, and profitability of the business. These insights, once diligently followed are sure to be of the greatest benefit to any business venture.

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