Tax Service 1 Page Business Plan
Overview
Tax Service has a clear business objective to develop, produce, promote and distribute Tax preparation and Planning services. These services have been developed over 5 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
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 Accurate Tax preparation and maximum results.. This is a critical issue for our selected target market of Schedule A and Schedule C clients..
The Value Proposition
Tax Service is uniquely positioned to deliver value to Schedule A and Schedule C clients.. "Tax Service will Provide accurate tax returns and planning.." In order to be deliver on this value proposition, we Experienced Tax preparers. 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 and Planning market. We consider our key competitors to be: H&R Block, Independent Tax preparers . 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, Independent Tax preparers by Better pricing, one on one individual planning, client service..
Key Strategies
Over the next 6 months our focus will be to Advertise, neighbor to neighbor Marketing, Facebook, Yelp advertising, Social Networking, business fairs, referrals, flyers.. This task will be undertaken in the context of our broader strategy to Referrals, Customer service, Customer follow up , cross selling to Insurance and Loans.. 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 100 customers Grow business referrals
About this document
Tax preparation and Planning Business Plan
This document was created by Dallas of Tax Service using the 5 minute Business Plan App. This technology and approach is powered by HyperQuestions.
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