- Description
- Specifications
As professional accounting firms become more involved in Practice Development activities, they will be involved in the preparation of Business Plans.
This paper outlines a suggested approach to be taken by a professional accounting firm in planning to offer the preparation of Business Plans as a service to clients.
The paper was written to assist in team training relative to the work involved in the preparation of a Business Plan and also includes a number of Survey Forms.
The paper is presented covering the following headings:
- Professional Accountant’s Role In The Preparation Of A Business Plan
- Who Needs Business Plans?
- Users Of Business Plans
- Government Assistance Available
- How Often Should A Business Plan Be Prepared?
- Government Subsidies
- What Is The Specific Assignment?
- Assignment Control
- Quotation
- List Of Information Required
- Business Plan Questionnaire
- “Think Tank” Meeting
- Staff Interviews
- Shareholder Surveys
- Customer Surveys
- Interviews Of Other Key Stakeholders
- Inspection Of Business
- Review Of Material Received From Client
- Marketing Plan
- Budgets And Cashflow Forecast
- Draft Business Plan
- Key Components Of A Business Plan
- Meeting To Review Draft Business Plan
- Final Business Plan Document
- Professional Accountant’s Ongoing Role Re Implementation Of The Business Plan