Bus485 Final Business Plan
_____________ BUS-485 _______________ 2/01/2013
Executive Summery
Overview
Company Name
LOOP-HOLES, ACCOUNTING, ADVISING, TAX AND ASSURANCE SERVICE.
Background
Loop-Holes was founded in January 2013 by ________ CMA, CPA, CFA, AAMS, EA and his business associates _______ CPA, CMA, JD, LLM, AAMS and _________ CPA, CFA, AAMS. The company provides accounting, advising, tax, and assurance services. We also provide our clients with Investment services through our partner company PrimeVest Financial Services.
VISION
To be recognized as the best professional service organization committed to our clients needs. Loop-Holes will accomplish this task by going the extra step to provide above average customer service and follow up.
Mission
To be the top performing accounting firm in the markets we serve by providing our clients with extraordinary customer service and personalized financial solutions. Loop-Holes will distinguish itself from competitors in service to ensure our clients’ needs are met.
Slogan
When the Tax Man is in your neighborhood and you need a way out. Who do you call?
“Loop-Holes”
Competitive Advantage
Affordability and personality are the keys to our competitive advantage. By providing services at a cheaper rate and working with individuals to find an affordable price, we will be able to compete with the surrounding accounting firms that charge a high dollar for their services. By having personalized service we can retain our clients as we continue to grow and expand in the Phoenix market. We will treat every client with the highest level of customer service and if we grow too big to provide such service more CPAs and Partners will be added to the team. By providing clients with services such as retirement and estate planning with investment advice and planning we will have a huge competitive advantage. Unlike most CPA firms who don’t provide investments services such as stocks and bonds, this is where
Executive Summery
Overview
Company Name
LOOP-HOLES, ACCOUNTING, ADVISING, TAX AND ASSURANCE SERVICE.
Background
Loop-Holes was founded in January 2013 by ________ CMA, CPA, CFA, AAMS, EA and his business associates _______ CPA, CMA, JD, LLM, AAMS and _________ CPA, CFA, AAMS. The company provides accounting, advising, tax, and assurance services. We also provide our clients with Investment services through our partner company PrimeVest Financial Services.
VISION
To be recognized as the best professional service organization committed to our clients needs. Loop-Holes will accomplish this task by going the extra step to provide above average customer service and follow up.
Mission
To be the top performing accounting firm in the markets we serve by providing our clients with extraordinary customer service and personalized financial solutions. Loop-Holes will distinguish itself from competitors in service to ensure our clients’ needs are met.
Slogan
When the Tax Man is in your neighborhood and you need a way out. Who do you call?
“Loop-Holes”
Competitive Advantage
Affordability and personality are the keys to our competitive advantage. By providing services at a cheaper rate and working with individuals to find an affordable price, we will be able to compete with the surrounding accounting firms that charge a high dollar for their services. By having personalized service we can retain our clients as we continue to grow and expand in the Phoenix market. We will treat every client with the highest level of customer service and if we grow too big to provide such service more CPAs and Partners will be added to the team. By providing clients with services such as retirement and estate planning with investment advice and planning we will have a huge competitive advantage. Unlike most CPA firms who don’t provide investments services such as stocks and bonds, this is where