Dollars & Sense Financial Consulting Services 1 Page Business Plan
Overview
Dollars & Sense Financial Consulting Services has a clear business objective to develop, produce, promote and distribute Tax and Bookkeeping service services. These services have been developed over 4 years with a core focus on addressing the key customer problem and associated opportunities.
The Business Objectives
When as a key component of our growth strategy we consider it critical to identify and outline our business objectives, and align these objectives with clear and measurable development milestones. Our key long term business objective is to acquire new customers. Customer acquisition is considered to be the critical activity and we are seeking to grow the number of customers. We understand that customer growth could be at the expense of profitability, and that there is a cost associated with customer acquisition. Our long term objective is to build a clear customer acquisition process.
The Customer
Dollars & Sense Financial Consulting Services has been created with a clear focus on the needs of our customers. Through a structured customer discovery process, we have validated the key customer problem as quick follow-up and timeliness. This is a critical issue for our selected target market of non-profits relating to children growth and development.
The Value Proposition
Dollars & Sense Financial Consulting Services is uniquely positioned to deliver value to non-profits relating to children growth and development. "Dollars & Sense Financial Consulting Services will allow the provider to focus on their business and relate valuable contacts that can aid in the growth and development of the family's that they work with." In order to be deliver on this value proposition, we by working with those providers I'm adding a benefit that they can pass on to the families and thereby increase the families referral to them. This capability has taken considerable time and resources to develop and forms the cornerstone of our competitive advantage.
Competitors
We have a number of competitors within the Tax and Bookkeeping service market. We consider our key competitors to be: Unknown, need to research. Our understanding of these competitors has been used to refine our strategy and value proposition. We believe that we can compete effectively with Unknown, need to research by Unknown, need to research.
Key Strategies
Over the next 6 months our focus will be to Advertising/marketing campaign. This task will be undertaken in the context of our broader strategy to Hiring an employee . These strategies are a tactical implementation of our overall business goal as outlined above.
Milestones
Measurement of the successful implementation of our strategies will be governed by measurable development milestones. The milestones that will be achieved over the next 2 years are: adding another major customer by the end of tax season taking facilitator workshop classes Ea designation
About this document
Tax and Bookkeeping service Business Plan
This document was created by Michaela of Dollars & Sense Financial Consulting Services using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.
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