Business Planning
Leverage our network as your own.
From launching your business to selling or closing it, we provide comprehensive support every step of the way.
Business Incorporation - $250
Entity formation (LLC, EIN, state registration)
CFO Business Package - $90.00/hour
Support with business licensing, banking, insurance, and other essential operations. TaxKey Accounting acts as an external CFO, assisting with vendor management and business setup to ensure long-term success.
Premier Business Package - $1,500 per month (varies depending on service selection)
Designed for business owners who prefer not to manage administrative back-end tasks. Clients can select specific services for us to manage or assist with.
Business Plan Services
Basic Business Plan
- Ideal for startups or small businesses needing a clear overview and simple financial forecast.
- Executive summary, basic financial projections (simple profit & loss, estimated cash flow), and basic goals for the business.
- 1–2 meetings with the client for data gathering and goal-setting
- Simple financial projections (P&L, basic cash flow)
- Executive summary
- Email support during the drafting process
- Turnaround Time: 1–2 weeks
Standard Business Plan
- Ideal for small businesses looking for a more comprehensive and structured plan with market research.
- Detailed financials (detailed P&L, break-even analysis, cash flow, and balance sheet), market research (industry analysis, customer segmentation), and an operational plan (business structure, staffing, marketing).
- 2–3 meetings with the client
- Comprehensive financial projections (P&L, cash flow, balance sheet)
- Market research and analysis (industry overview, customer insights)
- Detailed operational plan (staffing, marketing strategies, workflow)
- 1 round of revisions
- Email and phone support during the drafting process
- Turnaround Time: 2–3 weeks
Comprehensive Business Plan
- Ideal for businesses seeking to secure funding from investors or financial institutions.
- Investor-ready plan with complete analysis and strategic advice. This plan includes a detailed market analysis, competitor research, financial forecasts, growth strategy, and risk analysis. It is suitable for clients seeking investment or loans.
- 4–6 meetings (in-depth discussions on business, vision, goals, and market positioning)
- Full financial model (P&L, break-even analysis, cash flow, balance sheet, and detailed financial assumptions)
- In-depth market research and competitor analysis
- Complete strategic plan (growth, marketing, sales, and risk management)
- Executive summary for investors
- 2 rounds of revisions
- Priority support (phone/email) during the drafting process
- Turnaround Time: 3–5 weeks
Entity Selection Advisory & Registered Agent Services
Help clients choose the best legal structure for their business (LLC vs. Corporation) based on factors like ownership flexibility, taxation, liability protection, and long-term goals. Additionally, offer Registered Agent Services to ensure compliance with state requirements.
This service includes:
- Analyzing the client’s specific needs, goals, and future plans.
- Explaining the benefits and drawbacks of LLCs vs. Corporations.
- Providing a tailored recommendation for their business structure.
- Acting as the official Registered Agent for their company, ensuring proper handling of legal documents, compliance notices, and state communications.
- Assistance with setting up the chosen entity (if applicable).
Deliverables:
- A customized report comparing LLC vs. Corporation for the client’s situation.
- Guidance on compliance and ongoing obligations for the chosen structure.
- Registered Agent services including receipt and forwarding of legal documents.
- Support in filing documents (e.g., Articles of Organization or Incorporation).
Why Choose TaxKey Accounting?
At TaxKey Accounting, we recognize that each business is distinct. Our expert team is dedicated to delivering personalized services designed to meet your specific financial requirements.
