Accounting Business Plan Template [Updated 2024]

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Accounting Business Plan Template

If you want to start an accounting business or expand your current accounting business, you need a business plan.

The following business plan template gives you the key elements to include in a winning accounting business plan.

You can download our Business Plan Template (including a full, customizable financial model) to your computer here.

Example Business Plan For Accounting Firms


Below are links to each of the key sections of a sample business plan for a successful accounting firm.

I. Executive Summary– The Executive Summary provides an overview of your business opportunity and summarizes the business plan.

II. Company Overview– The company analysis includes information about your business concept, accounting services and legal structure.

III. Industry Analysis– The industry analysis includes market research that supports your business and provides insights into market trends and the accounting industry.

IV. Customer Analysis– The customer analysis provides an overview of your target market.

You can download our business plan template (including a full, customizable financial model) to your computer here.

V. Competitive Analysis– The competitive analysis should identify your direct and indirect competitors and highlight your competitive advantage over other accounting businesses.

VI. Marketing Plan– The marketing plan includes your marketing strategy and search engine optimization plan.

VII. Operations Plan– The Operations Plan includes information on the accounting company’s day to day operations and processes.

VIII. Management Team– The management team section includes a profile of the business owner and accounting firm management, their experience and company responsibilities.

IX. Financial Plan– The financial plan includes all financial statements, including financial projections, a cash flow statement, profit and loss statement and balance sheet.

You can download our business plan template (including a full, customizable financial model) to your computer here.

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