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Cw's Accounting and Bookkeeping Palace

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Submitted By CWelch30
Words 7275
Pages 30
CW’s Accounting and Bookkeeping Palace
Bachelors Capstone Final Project

Christie D. Welch

MT499P-01
Dr. Patricia Wolf

Table of Contents

Section 1: Executive Summary (Business Description) 2
Section 2: Code of Conduct 7
Section 3: Marketing Plan (Strategy and SWOT) 9
Section 4: Operations 14
Section 5: Finance 18
Section 6: Cash Flow Analysis 19
Section 7: Information Management 21
Section 8: Management Summary 24
References 28
Appendix 31

Section 1: Executive Summary (Business Description)

CW’s Accounting and Bookkeeping Palace During the fall of 2014, I plan to open CW’s Accounting and Bookkeeping Palace. This company will mainly advertise to the small businesses within the surrounding area. During tax season CW’s will also do personal taxes. We will treat each customer as an individual. We will strive to grow with the ease of confidence and a great reputation. CW’s will be located on the North side of Jacksonville where there are only a few accounting firms. The business will try to establish a professional accounting/bookkeeping service that will reflect our quality performance and fill a wide range of business needs (Starting a booking business). As our company grows will expand to bring in more clients but to start off it will be for small businesses that either do not have an accountant or that is dissatisfied with the performance of their current accountant.
Vision Statement Our vision statement is, “Drop off your books and leave the headaches to us.” Why should the managers have to worry about making sure that the taxes are done and paid on time, all journal entries are correct and every dollar accounted for when they have us? The manager’s job should be only about making sure that the customers are happy. They do not need to worry about the books.
Mission Statement Our mission statement will communicate

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