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Services

Business Plan

At Momentum Accounting CPA Professional Corporation, we specialize in creating professional, comprehensive business plans for entrepreneurs, startups, and established businesses. A well-prepared business plan is essential for securing financing, guiding strategic growth, and setting a clear path for your organization’s success.

Our team of licensed CPAs combines financial expertise, industry knowledge, and strategic insight to deliver business plans that are practical, goal-oriented, and tailored to your unique needs. Whether you are based locally in Hamilton or Toronto or require virtual services anywhere in Canada or globally, we provide full-service support to help your business thrive. Why a Business Plan Matters A strong business plan helps you:

  1. Attract investors and secure financing
  2. Identify growth opportunities and potential risks
  3. Set operational and financial benchmarks
  4. Align your team around a clear vision and strategy

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Our Business Plan Services Include

Momentum Accounting CPA develops business plans that are thorough, actionable, and designed to meet both investor expectations and regulatory standards. Our business plans typically include:

  1. Executive Summary & Company Overview: Present your business, mission, and value proposition effectively.
  2. Market & Industry Analysis: Understand your market, customer base, and industry trends.
  3. Competitive Landscape Review: Analyze competitors and define your competitive advantage.
  4. Business Model & Strategy: Outline operational strategies, revenue models, and growth plans.
  5. Marketing & Sales Plan: Detail customer acquisition, retention strategies, and promotional approaches.
  6. Operational & Organizational Structure: Clarify roles, responsibilities, and workflow processes.
  7. Financial Projections & Forecasts: Provide accurate income statements, cash flow projections, and balance sheets.
  8. Funding Requirements & Use of Funds: Specify capital needs and planned allocation to support growth initiatives.

Virtual & Remote Service Capabilities

Our licensed CPA team leverages CRA-approved software and cloud-based solutions to provide secure and efficient virtual services. This enables us to:

  1. Collaborate in real-time regardless of location
  2. Share and update financial documents securely online
  3. Conduct virtual consultations and presentations
  4. Deliver comprehensive business plans to clients across Canada, the US, and worldwide

Why Choose Momentum Accounting CPA Professional Corporation?

  1. Expertise in business planning, financial forecasting, and strategic advisory
  2. Tailored solutions for startups, growing businesses, and established enterprises
  3. Compliance with CPA Ontario and CRA guidelines
  4. Local knowledge with Hamilton and Toronto insight, combined with virtual service flexibility
  5. End-to-end support including financial projections, funding strategy, and investor-ready documentation

Turn Your Vision Into Reality

At Momentum Accounting CPA, we help you transform ideas into actionable strategies. Our professional business plans serve as both a roadmap for growth and a tool to attract investors, secure financing, and ensure long-term success.

📞 Contact us today to learn how we can assist with your sole proprietorship tax preparation, planning, and compliance.