Project Proposal
Company name: CCC LLP.
Background Information:
“CCC is a professional firm of business advisors, accountants and support staff dedicated to helping our clients accomplish their business and financial goals. We succeed through the efforts of firm members responding to the specific needs of each client and the broader communities in which we live. “– CCC LLP.
CCC is a mid-sized accounting firm that strongly relies on our client relationship. Our main services include Assurance and Accounting, Corporate and Tax Advisory, Audit Watch and Wealth planning with client services such as Agribusiness and Business succession planning, Construction industry and Dealership Services and Real Estate advisory. Catalyst has been serving its clients for the last 35 years and had merged with another accounting firm to pursue bigger goals together.
Client market: * Small to Mid-sized businesses that are not listed publicly * Individual proprietorships, family owned businesses * Those who require our services
Goal statement
As we are a service oriented firm, acquiring new clients is crucial to our survival and future growth. Our main client pool is largely based on Calgary and its surrounding areas. Mostly, our clients had been acquired through referrals by friends and family of those who do business with us.
In this work project, I will explore new opportunities to extend our prospect/client pool and find new ways to network in broader geographic locations without imposing danger to our professional integrity.
Successful completion of my project will result in added value to our firm by way of implementing my recommendation and use it in strategic decisions.
Project Scope:
My project scope pertains to increase our clientele number and broaden the range of prospects. Thus, related research will be focused on identifying new possible market (client pool), networking and acquisition methods and finding recommendation to the addressed issue.
My research
Background Information:
“CCC is a professional firm of business advisors, accountants and support staff dedicated to helping our clients accomplish their business and financial goals. We succeed through the efforts of firm members responding to the specific needs of each client and the broader communities in which we live. “– CCC LLP.
CCC is a mid-sized accounting firm that strongly relies on our client relationship. Our main services include Assurance and Accounting, Corporate and Tax Advisory, Audit Watch and Wealth planning with client services such as Agribusiness and Business succession planning, Construction industry and Dealership Services and Real Estate advisory. Catalyst has been serving its clients for the last 35 years and had merged with another accounting firm to pursue bigger goals together.
Client market: * Small to Mid-sized businesses that are not listed publicly * Individual proprietorships, family owned businesses * Those who require our services
Goal statement
As we are a service oriented firm, acquiring new clients is crucial to our survival and future growth. Our main client pool is largely based on Calgary and its surrounding areas. Mostly, our clients had been acquired through referrals by friends and family of those who do business with us.
In this work project, I will explore new opportunities to extend our prospect/client pool and find new ways to network in broader geographic locations without imposing danger to our professional integrity.
Successful completion of my project will result in added value to our firm by way of implementing my recommendation and use it in strategic decisions.
Project Scope:
My project scope pertains to increase our clientele number and broaden the range of prospects. Thus, related research will be focused on identifying new possible market (client pool), networking and acquisition methods and finding recommendation to the addressed issue.
My research