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通用商业计划——会计与记账技巧
A Universal Business Plan
for an Independent
Bookkeeping, Financial,
and
Payroll Service
Table of Contents
Form of Business
Short Term Objectives
Long Term Objectives
Personnel
Insurance
Location
Business Risk
Products and Services
Customers/Clients
Locating Clients
Competition
Marketing Plan
Equipment and Materials Needed
Chosen Name ____________________________________________
(Location) ____________________________________________
____________________________________________
Form of Business Proprietorship
A proprietorship business form has been chosen. This will create personal identification and responsibility. Each client will be dealt with on an individual basis and confidence and good reputation will be used for business growth.
Short Term
Objectives Business Establishment
The aim of the business is to establish a professional accounting/bookkeeping service that will reflect quality performance and fill a wide range of business needs.
To create for clients proper accounting, inventory, and financial controls that will aid them by giving constant business growth on a profitable basis.
To make available to clients accounting systems that have been designed for their business, and have these systems available for both hand-posted and computerized usage.
Long Term
Objectives A Growing Business
The aim is to create and continue the business on a sound and conservative basis.
To promote (through direct mail and personal contact) services and products to prospective clients in a way that will cause business growth on a continuing steady pattern.
To gradually expand the business through the inclusion of qualified associates who have been adequately trained in business management.
Personnel Trained and Qualified
Present. My own background includes exclusive training in business management and accounting systems. I have completed a wide variety of different company’s books which include general sales, manufacturing, constructio
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