Accounting Business Plan Template [Updated 2023]

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II. Company Overview

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

Who is [Company Name]?

[Company Name], located in [insert location here] is a newly established accounting company that will provide a variety of accounting services for individuals and small businesses. The firm aims to be the community’s go-to source for reliable accounting expertise and exceptional customer service. The company is owned and operated by an experienced CPA who has been working in the industry for over fifteen years.

[Company Name] was founded by [Founder’s Name], a local CPA who has been in a management role for a large accounting firm in [location] for the past eight years. She graduated from [University] with an accounting degree in [Year] and has been working at the large accounting firm since then. [Founder] started out in an entry level position with the firm and has been working in progressively responsible roles where she learned how to manage and run an accounting business before starting [Company name].

[Founder] began researching what it would take to start her own accounting company and did a thorough analysis on the costs, market, demographics, and competition. [Founder] has compiled enough information to develop her business plan in order to approach investors.

[Company Name]’s History

Once her market analysis was complete, [Founder] began surveying the local office space for lease and identified an ideal location for the accounting firm. [Founder’s Name] incorporated [Company Name] as a Limited Liability Corporation on [date of incorporation].

Once the lease is finalized on the office space, interior design work can begin to make the office an appealing place to meet with clients.

Since incorporation, the Company has achieved the following milestones:

  • Located available office space for rent that is ideal for the accounting firm
  • Developed the Company’s name, logo, and website located at [website]
  • Hired an interior decorating company to design and furnish the office
  • Determined equipment and necessary supplies
  • Began recruiting key employees with accounting experience

[Company Name]’s Products/Services

Below are [Company Name]’s product and service offerings:

A team of certified accounting professionals will be able to perform the following services:

  1. Accounting and auditing for small business
  2. Tax filing and preparation for small business and individuals
  3. Consulting and advisory services for small business and individuals
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