We have all seen the “off the shelf” business plan kits that give you a lot of homework with little actual actionable outcomes beyond a neat little binder of “stuff”. Firm owners and clients need more personalized and relevant tools than a generic templates. Our goals in this session are to help accountants not only learn how to build more relevant and efficient plans that help them achieve more professional and personal success, but also provide them with the tools to start generating more revenue by advising their clients on the same methods they are using for themselves.

Learning Objectives:
1. Differentiate between the “boiler plate” business plan and an actionable plan.
2. Learn a customized methodology for building a business plan that is actually useful to a business owner
3. Obtain tools and templates to support the create of the business plan