Business Plan Templates
Financial Services Business Plan template

Sample text from Financial Services Business Plan:

1.0 Executive Summary

[COMPANY NAME] is a successful accounting and tax preparation service owned and supervised by [NAME] in [CITY], [STATE] in [COUNTY] County. The firm offers tax preparation and planning, accounting, payroll, unemployment consulting, personal household budgeting, loan analysis, product management and marketing, as well as QuickBooks training and support. The business will expand its services to include three new offices in [COUNTY] County and financial education classes, on how to budget and manage debt. Additionally, the company will add an equipment leasing website database, to assist local companies in procuring expensive manufacturing related equipment on a part-time basis from one another. This will require an investment in the form of a $560,000 grant. The company is requesting this grant to be used throughout the plan's period of three years and beyond, to complete its expansion. This business plan organizes the strategy and tactics for the business' growth over the next three years

The business will offer clients accounting services with the oversight of an experienced accountant at a price they can afford. To do this involves hiring additional accountants, tax preparers (staff accountants) and accounting managers. It will also need to keep fixed costs as low as possible and continuing to define the expertise of the company through its financial education courses and leasing website resources. The effects will allow sales to grow substantially over the three years; as 18 staff accountants are deployed to clients, as needed, while two officer managers and a regional officer manager supervise the [COUNTY] County operations. The principal and an additional salesperson will operate the leasing equipment database division, while the financial education courses will utilize a dedicated instructor.

1.1 Objectives

[COMPANY NAME] seeks to launch two new lines of services to add to its individual and small business tax and accounting firm. They include financial education classes and a manufacturing leasing service, which will be offered to the same ongoing clients and to its new client base in neighboring [COUNTY] County as it adds three new offices there.

[COMPANY NAME] has set the following objectives:

• To launch its accounting services in new offices in [CITY] and throughout [COUNTY] County, [STATE]

• To achieve substantially greater annual revenues within three years

• To hire two seasoned accounting mangers, a salesperson, for the leasing division, and a teacher, for the course offering by 2011

• To employ a total of 18 staff accountants and add one more manager by the end of 2012.

1.2 Mission

[COMPANY NAME] seeks to provide tax, accounting and consulting services at a more affordable cost to individual and small businesses in both [COUNTY] and [COUNTY] Counties, in [STATE]. It will also offer budgeting and debt consulting courses to the public, allowing students to make valuable financial management decisions from their numbers. By the end of 2012 it plans to have an additional 3 offices and add 17 employees; eventually seeking to expand its operations to 10 offices and 50 employees. The focus on community proliferation will intensify to include a new website database to allow businesses save while lease manufacturing related equipment on a part-time basis from each other.

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