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502-011 - Approach to a Business Plan Assignment

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 se ...Read more
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  • Description
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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