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Why Not Consulting! – The Launch Plan

by Tom Legere and Skip Howard



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CONTENTS


Copyright Information

Introduction

I. How to Use the Launch Plan

II. From Time Zero to Business Cards

III. Tax Strategy

IV. Operations Framework

V. Compile Credentials

VI. Marketing Framework

VII. Business Model & Strategy
________ Competitive Analysis
________ Focus Group
________ Value Proposition

VIII. Focus Groups

IX. Visibility

X. Cost Summary & Options

XI. Why Not Consulting! – Our Membership Value Proposition
________ Evaluate Us
________ Our Value Proposition
________ Join Us!

XII. Appendix
________ Membership Discount Coupon
________ Schedule C - What expenses go where for your business?

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SAMPLE CONTENT

IV. Operations Framework
A rapid, professional and concise information exchange is critical to winning business. This section is about being professionally and operationally ready to conduct business.

27. Financial reporting software

This choice depends upon your background and your software portfolio. As a general rule if you already have and are familiar with an excel spreadsheet system or Quick Books or another accounting program then this will probably be adequate for your needs. If you do not have or are not familiar with these types of programs then continue on…

‘The right financial software program can provide major time-saving benefits. Free up your human resources for more profitable tasks by automating your key financial processes. Choosing the appropriate software for your business will enable you to quickly make business decisions based on accurate, up-to-date financial information…

‘No matter what size your company is, you need to accurately track your key financial information in order to maximize profitability and reduce overhead expenses. Financial software packages provide you with the modules you require to automate the tracking of revenue in and expenses out. The ability to quickly assemble financial statements and balance sheets within an integrated system not only eliminates lengthy manual processes; it also provides the necessary data to make important business decisions.’8

Before you select an off-the-shelf software package we suggest you make a list of questions to eliminate surprises and get the best value for the money. The following is intended to start you down that process:

> How much customization does your software require?
> Is the user-face intuitive?
> How do the features relate to my business?
> Will the software support my future growth?
> Is the software scalable? Can I add modules and users?
> Is the software operating system compatible with my computer environment?
> What kind of phone support is available from the software manufacturer?

We recommend that you utilize a free service from CPA Online. They have classified financial software by developer and application with lots of information on hundreds of products. This service is absolutely free with no obligation to purchase any software.

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