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Accounting Service (Appendix B - Example Promotional Materials)

 
Business Plans: Accounting Service (Appendix B - Example Promotional Materials)
(continued)

Mission Statement

Executive Summary

Accounting Overview Summary

Market Analysis Summary

Strategy and Implementation

Financial Plan Summary

Appendix a -Appendix a - Appendix a - Resume of Ms. Mary Beth Marcus

Olsten, Manpower, Officeteam, Accountemps Employment Agencies

Appendix B - Example Promotional Materials

News Release

For Immediate Release:

A new full-service accounting business has opened its doors in Market, Kentucky, in Market County. Owned and operated by Mary Beth Marcus, Marcus Accounting will cater to the needs of both small and home-based businesses and individuals throughout Greater Market County.

"I realize there are several accounting firms in the area, many offering the same services I offer," says Marcus, a graduate of the University of Cincinnati with a B.A. in accounting. "But Marcus Accounting is different. I firmly believe in the importance of customizing my service to the needs of my clients."

Marcus' company will offer a full range of accounting services. Accounts payable/receivable, general ledger, payroll, tax reporting, balance sheet, P & L statements, tax planning, and cash flow analysis are among the services she will provide to small business owners. Private individuals can look to Marcus Accounting for income tax filing, checkbook/bank reconciliation, budgeting, tax planning, and bill paying. For both types of customers, Marcus can provide a turnkey approach or offer individual services.

In addition to traditional accounting services, Marcus will also offer pick-up and delivery services, along with evening and Saturday hours. She will also go to a customer's home, an especially attractive service for the elderly or disabled. For all of her customers, Marcus stresses the importance of timely reviews and consultation sessions.

In this day of automated tax returns and impersonal service, Marcus Accounting offers an alternative. As Marcus emphasizes, "I truly am interested in the success of my customers, whether they're a small business operator like myself or an individual just trying to make their way through new tax codes."

For more information, contact Mary Beth Marcus at (606) 123-1234 or write to Marcus Accounting, 4 E. Locust St., Market, Kentucky 48107.

On Letterhead

Dear (Lawyer, Banker),

Please allow me to introduce myself and the services my firm offers.

My name is Mary Beth Marcus and I operate Marcus Accounting, a full-service accounting firm. Conveniently located in Market, Kentucky, my business meets the needs of both small and home-based businesses and individuals throughout Market County.

In your professions, you many times have the opportunity to refer clients to accounting services. I would like you to consider my firm as a possible referral. I have a four-year degree in accounting and 20 years of experience in a variety of occupations and businesses. Not only do I understand how small businesses operate, I can identify with their concerns and challenges.

I realize there are several accounting firms in the area, many offering the same services I offer. Marcus Accounting is different, however. I firmly believe in the importance of customizing my service to the needs of my clients. I can provide a turnkey program of monthly accounting (accounts receivable, accounts payable, payroll, and tax reporting) or offer individual services to clients, and I stress the importance of having timely reviews and consultation sessions. In addition, Marcus Accounting offers pick-up and delivery services, evening and Saturday hours and I will even go to my client's home, an especially nice service for the elderly or disabled.

In this day of automated tax returns and impersonal service, Marcus Accounting offers an alternative for your clientele. I truly am interested in their success, whether they're a small business operator like myself or an individual just trying to make his or her way through the new tax codes.

Please consider my firm the next time a client asks, "Do you know an accountant who will really care about my needs?"

Sincerely,

Mary Beth Marcus

P.S. I've enclosed several brochures to give to interested clients. Please give me a call at (606) 123-1234 if you run short of brochures or if you have any questions about the services I offer.

On Letterhead

Dear (New Business Owner),

Please allow me to introduce myself and the services my firm offers.

My name is Mary Beth Marcus and I operate Marcus Accounting, a full-service accounting firm. Conveniently located in Market, Kentucky, my business meets the needs of both small and home-based businesses and individuals throughout Market County.

Being a new business owner, you may not realize yet how important a good accountant will be to the success of your company. I would like you to consider my firm as a resource. I have a four-year degree in accounting and 20 years of experience in a variety of occupations and businesses. Not only do I understand how small businesses operate, I can identify with your concerns and challenges.

I realize there are several accounting firms in the area, many offering the same services I offer. Marcus Accounting is different, however. I firmly believe in the importance of customizing my service to the needs of my clients. I can provide a turnkey program of monthly accounting (accounts receivable, accounts payable, payroll, and tax reporting) or offer individual services to clients, and I stress the importance of having timely reviews and consultation sessions. In addition, Marcus Accounting offers pick-up and delivery services, evening and Saturday hours and I will even go to my client's home, an especially nice service for the elderly or disabled.

In this day of automated tax returns and impersonal service, Marcus Accounting offers an alternative. I truly am interested in your success, whether you're a small business operator like myself or an individual just trying to make your way through the new tax codes.

Please consider my firm for your accounting needs. As the name implies, Marcus Accounting is more than a traditional accounting firm. I will specialize in watching your dollars. I've enclosed a brochure that describes the services I offer. If you have any questions or would like to talk with me about your accounting needs, please give me a call at (606) 123-1234.

Sincerely,

Mary Beth Marcus

P.S. The best way I can think of to show businesses like yours just how beneficial my services are is to let you sample them for free! New clients will receive a one-month bank reconciliation (up to 200 checks) at no charge. Call for details.

On Letterhead

Dear (Established Business Owner),

Please allow me to introduce myself and the services my firm offers.

My name is Mary Beth Marcus and I operate Marcus Accounting, a full-service accounting firm. Conveniently located in Market, Kentucky, my business meets the needs of both small and home-based businesses and individuals throughout Market County.

Being a business owner, you already realize how important having a good accountant is to your success. Having an accountant who can identify with your special concerns and challenges and customize services to meet your needs is even more important today. With that in mind, I would like you to consider my firm as a resource. I have a four-year degree in accounting and 20 years of experience in a variety of occupations and businesses. Not only do I understand how small businesses operate, I understand their needs.

I realize there are several accounting firms in the area, many offering the same services I do. Marcus Accounting is different, however. I firmly believe in the importance of customizing my service to the needs of my clients. I can provide a turnkey program of monthly accounting (accounts receivable, accounts payable, payroll, and tax reporting) or offer individual services to clients, and I stress the importance of having timely reviews and consultation sessions. In addition, Marcus Accounting offers pick-up and delivery services, evening and Saturday hours and I will even go to my client's home, an especially nice service for the elderly or disabled.

In this day of automated tax returns and impersonal service, Marcus Accounting offers an alternative. I truly am interested in your success, whether you're a small business operator like myself or an individual just trying to make your way through the new tax codes.

Please consider my firm for your accounting needs. As the name implies, Marcus Accounting is more than a traditional accounting firm. I will specialize in watching your dollars. I've enclosed a brochure that describes the services I offer. If you have any questions or would like to talk with me about your accounting needs, please give me a call at (606) 123-1234.

Sincerely,

Mary Beth Marcus

P.S. The best way I can think of to show businesses like yours just how beneficial my services are is to let you sample them for free! New clients will receive a one-month bank reconciliation (up to 200 checks) at no charge. Call for details.

Appendix C - Example Fee Schedule



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