L&M Services

L&M Services is a small, successful, one-person accounting and tax preparation service located in Huntsville, AL. The firm offers tax accounting, management accounting, and Quick Books set-up and training for small business clients. To move beyond a one person model, the business will expand its services to include bookkeeping services for small businesses. This will require an investment in marketing and staff to grow the business to include this complementary line of business. This business plan organizes the strategy and tactics for the business expansion and set objectives for growth over the next three years. The business will offer clients bookkeeping services at a price they can afford. To do this involves hiring undergraduate student bookkeepers and a graduate student manager, keeping fixed costs as low as possible, and continuing to define the expertise of L&M Services through its website resources. The effect will be sales more than doubling over three years as 8 part-time bookkeepers are deployed to client businesses as needed, and salary and dividends to Alabama increase substantially. Services Current services offered by The Sorcerer's Accountant include: Tax Services: Tax preparation Tax planning Addressing tax problems (audit representation, back taxes owed, payroll tax problems, IRS issues, bankruptcy) Management/Cost Accountant Services: Audits Cost and Margin Analysis Financial Projection Setup for credit card processing QuickBooks Services QuickBooks sales and setup QuickBooks training QuickBooks tips (via website) QuickBooks "quicktune" service (audit and fix of QuickBooks files) Please feel free to visit our website or contact us at 256-468-4213.