![]() ![]() 2) Earn your certificationsįor professionals and aspiring bookkeepers alike, certifications are a powerful way to boost your skills and add additional authority to your brand. It can be 10 pages, or it can be 1 to start, and it doesn’t have to be perfect-it just has to exist. Remember that your business plan is likely to evolve as you learn more about your business in relation to the market. Financials: How will your new bookkeeping business generate cash flow? Will your small business be able to grow over time? Lay out your estimated expenses (including startup costs), revenues, and projected profits for each of your first five years in business.Operations Plan: What will your day-to-day look like? What systems do you plan to put in place to make sure your business functions optimally every day?.Who are you, and what makes you a strong bookkeeping business owner? Management: Can a potential investor or bank trust that you are a good investment? This is where you lay out your experience both in the industry and in leadership.Marketing: How will you get the word out about your business? How will you reach your ideal clients? What strategies will you deploy to generate leads, define your brand in the market, and close deals? What marketing channels and assets will you use to do this?.Competitive Analysis: Who is your competition? Who do they serve? What strengths do they have, and what weaknesses? What makes you different?.What does your research tell you about the likelihood of success for a bookkeeping company in your area? What are the trends? What is the level of opportunity? How much market share are you likely to obtain? ![]()
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