Accounting Business Plan Template [Updated 2024]

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IV. Customer Analysis


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

Demographic Profile of Target Market

[Company Name] will serve individuals and small businesses in the community of [company location] and its surrounding areas.

The community of [company location] has thousands of individuals and small businesses who would benefit from affordable accounting services.

Customer Segmentation

The Company will primarily target the following three customer segments:

  1. Business Startups: New businesses are often overwhelmed by the amount of information they must take in and the speed at which they must learn. They often seek accounting professionals for financial advice while looking out for their company’s best interests.
  2. Small Businesses: Companies with up to 99 employees need a wide range of accounting services and can benefit from using a full-services accounting firm for all of their financial needs.
  3. Individuals: Private citizens also often need help navigating their finances and may seek an accounting firm to help with tax planning and preparation, wealth management advice, and general CPA services.
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