Find a suitable business plan template with the help of a business plan expert
Creating a business plan is an essential step for anyone looking to start a business. This written document is generally composed of two distinct parts. The first part presents the project in its entirety, and the second part focuses on the financial analysis.
A true strategic tool, an accountant’s business plan allows you to set realistic goals and determine the strategies to implement to achieve them. It’s also a key indicator of your project’s viability and success.
To help you develop your business plan, it is important to be able to count on the support of a business plan expert accountant.
Find out everything you need to know about business plan accounting, from the benefits of hiring this professional to develop your business plan to the importance of having your business plan validated by a recognized professional.
What is a business plan accountant?
A business plan accountant is a certified public accountant who specializes in developing business plans for companies.
Its role is to help companies develop a solid and realistic business plan.
A good accounting business plan must define:
- The project with a clear and precise explanation of the proposed offer,
- Observations on the target market following an in-depth market analysis (target customers, competitors, market opportunities, etc.),
- Short, medium and long term objectives,
- Commercial, marketing and operational strategies to achieve the defined objectives,
- Presentation of the project stakeholders,
- Presentation of the legal form of the company,
- The accounting forecast (forecast income statement, forecast balance sheet, investment table, break-even point, etc.).
We create your business plan
Would you like assistance in creating your business plan? Our teams are here to advise and support you in achieving your goal. If you want to have leverage in your negotiations with your bank, a business plan created by an accounting firm will be a powerful tool in obtaining your loan.
Why use an accountant for your business plan?
A chartered accountant business plan is a particularly important document for any project to create, take over or develop a business.
This allows you to clarify your business objectives and develop relevant strategies to achieve them. Furthermore, a certified public accounting business plan is essential for forecasting your financial needs and applying for financing from lending institutions.
However, writing a good business plan requires advanced skills in several areas, such as finance, marketing, and accounting. An online accountant is the ideal partner to ensure the quality and relevance of your business plan.
What is the added value of an accountant in a business plan?
First of all, a chartered accountant is a professional who masters the accounting, legal and tax aspects related to the creation of a business.
This expertise allows him to bring consistency to your chartered accountant business plan, from establishing the financial forecast to choosing the legal status best suited to your project.
Next, the accountant can provide valuable assistance in developing financial projections. These are a key element of your accountant’s business plan, as they help you gauge the viability of your project. Thanks to the experience of an accountant, you can accurately and realistically forecast these projections. The projected income statement , cash flow plan, and financing plan are the main financial projections presented in the accountant’s business plan.
Finally, a certified public accountant can help you analyze trends, opportunities, and threats in your target market. They have in-depth knowledge of the economic environment in which your business operates.
How can a business plan accountant help you develop viable financial projections?
Developing viable financial projections in your business plan requires time and precision. To achieve the most realistic results, the accountant performs several tasks.
The inventory of financial information for your project
- The necessary investments (machines, equipment, premises, etc.),
- Overhead costs,
- The forecast turnover,
- Expenses related to human resources,
- Financing needs,
- Available equity,
- Insurance costs,
- Bank charges.
Creation of financial tables for the financial forecast
Once the necessary financial data has been collected, the accountant can create the main financial tables of the forecast, namely:
- The forecast income statement: This table includes the company's forecast income and expenses over one year,
- The forecast balance sheet: This table details the assets and liabilities (the assets) of the company at the end of each year,
- The financing plan: This table shows the investments required to start the activity and the resources mobilized to meet these needs,
- The cash flow statement: This table lists the inflows and outflows of money month after month.
Offer
Choose the offer suited to your project
Business creation is free regardless of the offer you choose (excluding legal fees).
Essential Pack
From €49 excluding VAT/month
- Personalized support
- Advice on request
- Access to Keobiz applications to manage your daily business
- Optional declaration(s) and balance sheet
Comfort Pack
From €89 excluding VAT/month
- Free business creation
- Accounting entry of all purchase/sales invoices
- VAT declaration(s), balance sheet, tax return, income statement
- Personalized support and advice, tax optimization
- Access to Keobiz applications to manage your daily business
Horizon Pack
From €149 excluding VAT/month
- Free business creation
- Accounting entry of all purchase/sales invoices
- VAT declaration(s), balance sheet, tax return, income statement
- Personalized support and advice, tax optimization
- Access to Keobiz applications to manage your daily business
- Access to our premium accounting services
Get support in your efforts
Having your accounting business plan validated by a professional
is a decisive step in developing your business plan.
This allows you to benefit from expert advice on the financial aspects of your project. A chartered accountant can also assist you in choosing the best legal status based on the specifics of your project.
Additionally, having your business plan validated by an external accountant ensures you receive a purely objective opinion. With their expertise in writing business plans for companies, an accountant can advise you on all aspects of your business plan.
Finally, having your business plan validated by a qualified accountant is a real plus when applying for financing. Banks are more likely to grant you the financing you need if your business plan has been validated by a certified accountant.
manage your accounting
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Demonstrate
Your business plan presents your future project and aims to demonstrate its success. Demonstrate your ability to project yourself into the future with coherent and real numerical data.
Visibility
It’s therefore a strategic document that provides visibility into the evolution of your business, essential for your success. Indeed, if you need to take out a loan, the banker will be pleased if your business plan is sound and will be reassured that an accountant contributed to its creation.
Convince
You’ll also be able to convince your partners or investors without any problems. As you’ve probably guessed, your business plan is an important element that must be executed in the best possible way. Our accounting firm will provide security for your partners and your banker.
