Business Plan Packages for Small Businesses
Tailored Plans for cafés, art spaces, local retailers and service providers
Prepared by Chartered Professional Accountant (CPA) with more than 30 years of combined industry experience
How it works
We discuss your concepts, goals, and what you need the plan for: landlord, bank, investor, or personal clarity
Scope & Written Quote
After the call, you receive a short summary of the work involved and estimated range of hours
Work in Phases
Work is billed hourly at a transparent rate. You approve each phase before I continue, so there are no surprises
Ongoing Support After You Open
Optional add-ons for clients who complete a business plan:
Bookkeeping setup tailored to your business
Monthly bookkeeping & basic KPI tracking (labour %, rent %, daily sales)
Quarterly check-ins to compare actual results vs. the plan
Discounts available for clients who purchase a business plan package.
Business Plan Services
We help you turn your idea into a clear, credible plan with numbers that make sense
Typical support includes:
Concept & business model definition
Target customer and location overview
Local market & competitor scan
2-5 year financial projections (sales, costs, cashflow)
Startup cost and funding summary
Staffing and payroll cost modelling
Simple scenario / “what if” views
Plans are delivered as polished documents you can share with landlords, banks, partners, or advisors
Pricing - 160/hr + GST
Billed by phase (e.g., research, financial model, writing)
Detailed time breakdown provided
Payment by e-transfer or invoice
Pay for the time actually spent on your project. No retainers, no long-term contracts. Every phase is tied to clear deliverables and accompanied by a transparent breakdown of billable hours, so you always know exactly what you are getting and what you are paying for
Typical Project Sizes
Simple plan for a lease or landlord: ~ 8-16 hours
Lender-ready plan for a bank/credit union: ~ 18-25 hours
Growth/investor-oriented plan (multi-location or complex): ~40+ hours
Actual time depends on complexity and how refined your concept is at the start