CPA Business Plan

How to Market a CPA Practice for Revenue Grow

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The Two Page Mini Business Plan

Live your dream business today! Create a Mini Business Plan and have MORE Income, more free time, and the business success you've been seeking!

Hi, I am Suzanne Muusers, Coach for Advisors and Brand Strategist since 2004.

Business Plan Guide, Sample Business Plans, Marketing Tools, e-course & more!

Purchase the Two Page Mini Business Plan™ today and discover how successful CPA's achieve their financial goals using Suzanne's sample Business Plans

You'll learn:

  • How to create motivational GOALS
  • How to develop proven growth strategies
  • How to select marketing tactics to attract new clients
  • How to make your brand stand out

You need a written Business Plan in order to create the life you want

One of the biggest mistakes independent CPA's make is not having a Business Plan. In my opinion, there are two types of independent CPA firms. Type 1 is financially successful with revenue at $500K by year five and plans for million-dollar revenue at year ten. Type 2 has never reached financial success and does not have a well-written Business Plan. This article is intended for Type 2 CPA firms and will show the reader how to plan for revenue growth using a Business Plan thereby allowing for financial success.

The biggest barrier to success for any Type 2 CPA firm is a lack of industry niche. There is too much competition for most run-of-the-mill firms that don't have a niche focus.  This causes increased competition and downward pressure on earnings.  If all you do is prepare tax returns for all client types, you won't get recognition or referrals very easily.  I recommend that my clients target from one to three niche markets.  This will help set your firm apart from the competition and you will begin to create a name for yourself among your target clients.

Potential Niches
Begin by brainstorming possible niche areas. Look at your favorite clients. What industries are they in? Write them all down on one piece of paper. Review each one and gauge the importance of the niche. Is it interesting to you? Do you have some expertise you can market in this area? Is it a high earning niche? What are the future prospects in this niche? Then, research how many firms in your area provide services to these niche markets.  You'll want to not only select niche markets that are not overly served but also markets that are not obscure.

Strategic Focus
In the Strategy section of your Business Plan, list the three niche markets you plan to target.  Carry this intention through to all your marketing materials and list in the marketing section of your Business Plan.  On your business card, list your target markets this way "Serving X, Y, and Z industries."  On your company's web site, write a paragraph or two about each industry and the problems they usually face. Talk about how you solve these problems.  Write three Press Releases about your strategic focus and distribute to the media.

Out of the Office
Join your Chamber of Commerce and get the word out. Attend every scheduled event and get involved in the organization. Join several chamber committees and be visible. Become the "go to" accountant for these industries.  Determine which organizations exist for these industries and attend their events. Become a speaker for one or more of these organizations.  Give workshops on specialized topics and grow your mailing list from the attendees.

Plan for Success

Be deliberate in everything you do and put it all in writing in a Business Plan that you review at least quarterly, if not monthly.  Be prepared to invest in a good quality business identity that will draw better quality clients right to your front door.  You can build a financially successful  CPA firm! All it takes is planning, strategizing, and ACTION.

This is what you get with the Two Page Mini Business Plan:

1. Two-Page Mini Business Plan™, PDF Template – For brainstorming and hand-written notations

2. Two-Page Mini Business Plan™, Word Template – To create your final Digital Business Plan for saving and printing as needed

3. Seventeen Page Instruction E-Book

Here are the Bonuses you get for ordering today:

Sample Business Plans with Goals:

BONUS - Sample - CPA Business Plan

BONUS - Many other industry Business Plans

BONUS - The Success Book Daily Action Planner - How to focus on your goals

BONUS - Marketing Activities Idea Bank - loaded with marketing ideas to build your business

BONUS - Marketing Calendar Spreadsheet - enter all your marketing tactics into the color-coded excel calendar to plan your activities efficiently

BONUS - Marketing Return On Investment Spreadsheet - measure your marketing results to determine what you should do more of and what you should let go

Important BONUS!! Emailed E-Course - Written by Suzanne Muusers - coach to successful entrepreneurs -this ecourse is all about how to build a profitable, branded business. This six day automated E-Course is emailed directly to you and will give you tips, tools, strategies, and unique ideas you can use to write a Business Plan of true value.

WHY was this program created?

My name is Suzanne Muusers. I'm an ICF-Member Business Coach. I have been coaching successful entrepreneurs since 2004. I found that my clients were reluctant to complete the typical thirty-plus page business plan, so I developed this two page Business Plan program with sample business plans. Business owners can quickly pinpoint the strategies and activities needed to grow their business. This program contains everything I have learned from coaching successful entrepreneurs for many years.

What does this program cost?

Regular Price $199.95

Introductory Price

$59.99 (US Dollars)

30-Day Money Back Guarantee
Immediate Download

Sample Business Plans • Tax Deductible
6-Day E-Course • Fill-in-the-blank Template

If you hired me for six months to work on designing a winning business and marketing plan you would spend over $3000.00. By purchasing this program, you are learning in a week what it took me years and years to discover. You will cut years off your learning curve with the sample plans provided.

What happens after you click on the "Purchase Now" button?

You will go to a secure shopping cart page on our secure server where you will enter your credit card information. After paying, you will go automatically to the download page where the products and bonuses will be available for you to download directly to your computer. All products are digital and will be available to you immediately after you have paid. Nothing will be mailed to you.

Tip: Our emails sometimes end up in company spam filters so please use your personal email address to ensure that you receive all the emailed links and materials.


Contact Us

My Personal Guarantee!

If you're not completely satisfied with my program after completing the plan and using the tools — I'll return your money!

I'm 100% confident that my package will be the absolute best, most complete and most useful system to create a plan that gets results.

More than that, I'm confident that if you employ all the techniques and resources I share with you, you'll gain a noticeable amount of new business over the next year and beyond.

So if the system isn't everything you were expecting, and all my tips and resources don't produce the results you were looking for, just ask me for a refund within three months of your purchase.

No reason needed. No questions asked.

Bonus Reason to purchase today! You are purchasing this program to improve your business, therefore your purchase is 100% tax deductible. That makes this an even better deal -- you really can't lose!

Other Business Plan Articles:

Suzanne Muusers

Business Coach
Prosperity Coaching LLC

Suzanne Muusers

About the Author:

Suzanne Muusers is an ICF-Member Business Coach who has worked with hundreds of successful clients including independent financial advisors, investment executives, and finance career professionals since 2004. She helps clients develop their Value Proposition, Ideal Client Profile, and Branding Approach so that their marketing message appeals to affluent clients

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