Creating A Bookkeeping Business - Capstone Business Business Management - Case Study

3788 words - 16 pages

First Class Bookkeeping

A1. Company Identification:
First Class Bookkeeping provides bookkeeping and payroll services to small business in Kitsap County, Washington. It is a sole proprietorship. The owner has over 25 years experience in the bookkeeping field. The business is located in Bremerton, Washington.

A2. Mission of the Company:
The mission of First Class Bookkeeping is to provide professional, reliable, and trusted bookkeeping and payroll services to small business owners. We provide high-quality, high-value bookkeeping services that help small businesses reach their goals.

A3. Business Goals:
The first goal of First Class Bookkeeping is to have a 90% satisfaction rate among its clients. The companys mission statement says that we will provide professional, reliable, and trusted bookkeeping and payroll services. In order to know if we are achieving this part of the mission is to make sure that our clients are extremely satisfied with the services that they are receiving from First Class Bookkeeping.
Another goal for First Class Bookkeeping is helping its clients reach their goals. In order to make sure we are achieving this part of our mission statement, we need to find out what our clients goals are and to touch base with clients on a regular basis to make sure they are seeing progress toward the goals they have set for their business. By doing this, First Class Bookkeeping will be able to make changes to any services provided if necessary.

A4. Keys to Success:
Provide excellent customer service: Making sure each client has all their questions answered, all their needs met, and providing suggestions for improvements will make sure the client feels valued and important. Each and every client will have specific needs and wants, First Class Bookkeeping needs to make it a priority to make sure each need and want is addressed and taken care of so that the client can place their focus on other areas of their business knowing that the financial aspect of their business is taken care of with the utmost of care and confidentiality.
Making sure the marketing is effective: First Class Bookkeeping needs to make sure that its marketing plan is working. Finding out how potential new clients are finding me will help to make sure that the marketing I have in place is working. If it is not being effective, new avenues need to be found and implemented. First Class Bookkeeping can only be successful if prospective new clients can find me and make that call.
Networking: Because First Class Bookkeeping is just starting out in the area and networking with other service providers such as attorneys and financial advisors will be a great benefit. Referral business is an excellent source for new clients and the favor can be returned. Networking is a beneficial practice to everyone involved and can help make sure clients are getting the best possible services available for the money.

B. Company Summary
B1. Indus...

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