Accounting and Bookkeeping Services Marketing Plan
Accounting and Bookkeeping Services Marketing Plan
Sorcerer 's Accountant
Marketing Vision
Sorcerer 's Accountant will fit the needs of transitional small businesses, dealing with the growing pains of leaving an owner-operator model to hiring employees and expanding. These clients will see that Sorcerer 's Accountant is competitively priced, both compared with the market and with the substitute option of hiring their own bookkeepers. Clients will see that Sorcerer 's Accountant is extremely flexible and scalable in a way that in-house bookkeepers cannot be.
To move forward with this new business line, Sorcerer 's Accountant will make the bookkeeping services the core of its business and a source of leads for its additional accounting services, rather than the other way around. Over time, as this transition happens, the marketing plan will be revisited to see how these clients can be better used as a source for referrals and more business.
Goals
Sorcerer 's Accountant 's goals include Personal, Marketing, Business, and Client Satisfaction goals.
They are: 1. Personal - To reduce the time spent on the business by Max Greenwood to a more sustainable level over a few years and to achieve professional recognition 2. Marketing - Generation of large numbers of leads and press mentions 3. Business - Expand sales significantly over the next three years 4. Client Satisfaction - To achieve a high level of very satisfied clients
Purpose
Sorcerer 's Accountant seeks to provide a full suite of tax and management accounting services for small businesses in Chicago, Illinois, allowing business owners to not only save money over in-house accounting and ensure their compliance with tax laws, but to make valuable management decisions from their numbers.
Picture
When clients come to Sorcerer 's Accountant, the frustration of dealing with in-house bookkeepers and low-quality providers will recede. Clients will be given the time to have all of their
Sorcerer 's Accountant
Marketing Vision
Sorcerer 's Accountant will fit the needs of transitional small businesses, dealing with the growing pains of leaving an owner-operator model to hiring employees and expanding. These clients will see that Sorcerer 's Accountant is competitively priced, both compared with the market and with the substitute option of hiring their own bookkeepers. Clients will see that Sorcerer 's Accountant is extremely flexible and scalable in a way that in-house bookkeepers cannot be.
To move forward with this new business line, Sorcerer 's Accountant will make the bookkeeping services the core of its business and a source of leads for its additional accounting services, rather than the other way around. Over time, as this transition happens, the marketing plan will be revisited to see how these clients can be better used as a source for referrals and more business.
Goals
Sorcerer 's Accountant 's goals include Personal, Marketing, Business, and Client Satisfaction goals.
They are: 1. Personal - To reduce the time spent on the business by Max Greenwood to a more sustainable level over a few years and to achieve professional recognition 2. Marketing - Generation of large numbers of leads and press mentions 3. Business - Expand sales significantly over the next three years 4. Client Satisfaction - To achieve a high level of very satisfied clients
Purpose
Sorcerer 's Accountant seeks to provide a full suite of tax and management accounting services for small businesses in Chicago, Illinois, allowing business owners to not only save money over in-house accounting and ensure their compliance with tax laws, but to make valuable management decisions from their numbers.
Picture
When clients come to Sorcerer 's Accountant, the frustration of dealing with in-house bookkeepers and low-quality providers will recede. Clients will be given the time to have all of their