Skies The Limit tax service 1 Page Business Plan

Tax preparation for individuals and small businesses Business Plan

Skies The Limit tax service 1 Page Business Plan

Overview

Skies The Limit tax service has a clear business objective to distribute Tax preparation for individuals and small businesses services. These services have been developed over 6 months 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

Skies The Limit tax service 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 The need to get taxes prepared in a legal and affordable manner while maximizing the tax refund. This is a critical issue for our selected target market of Lower and Middle class individuals and small businesses.

The Value Proposition

Skies The Limit tax service is uniquely positioned to deliver value to Lower and Middle class individuals and small businesses. "Skies The Limit tax service will Maximize clients' tax refund legally for a low tax prep fee by becoming educated and obtaining a friendly atmosphere." In order to be deliver on this value proposition, we unique tax software enables us to maximize tax refund by pulling all qualified forms needed. 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 preparation for individuals and small businesses market. We consider our key competitors to be: H&R block, Jackson-Hewitt, liberty tax,and small tax companies locally. Our understanding of these competitors has been used to refine our strategy and value proposition. We believe that we can compete effectively with H&R block, Jackson-Hewitt, liberty tax,and small tax companies locally by Quick preparation, low tax prep fees, and best customer service.

Key Strategies

Over the next 6 months our focus will be to Provide incentives, improve customer service, and take refresh courses; purchase marketing materials such as flyers, postcards, etc. This task will be undertaken in the context of our broader strategy to Add full business taxes thru out the year services. 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: Obtain at least 350 e-files by February 2014 Build office fee average to $500 Obtain office goal of up 400 clients per tax year

About this document
Tax preparation for individuals and small businesses Business Plan
This document was created by Courtney of Skies The Limit tax service using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.

Plan your next project at http://www.chartgantt.com for the best excel gantt charts.