You will get A Business Plan Bank Ready CFO Written. Accountant. Capital. Private Equity
Project details
A study by the University of Oregon found that businesses with a business plan are 152% more likely to start up and 129% more likely to survive beyond the initial startup phase.
A study by the Small Business Administration found that businesses with a business plan grow 30% faster than those that don't have a plan.
What you are purchasing here is my knowledge. Sure, I am going to produce a business plan for you that is somewhere between 20-50 pages, but a business plan is only as good as the author, and the author's business experience. A business plan writer who has written 1,000 business plans with no business experience is really just writing a story.
I have 30 years of business experience with the last 15 years as a CFO & CEO at progressively larger companies. I don't write stories, the business plans I write predict the future, they document the future, if they're followed. When writing a business plan you want someone with a significant amount of executive-level experience, someone who has fought the battles and has the scars to prove it.
Essentials - 2 hours in 30 days.
Advantage - 5 hours in 30 days.
Foundation - Unlimited for 90 days.
A study by the Small Business Administration found that businesses with a business plan grow 30% faster than those that don't have a plan.
What you are purchasing here is my knowledge. Sure, I am going to produce a business plan for you that is somewhere between 20-50 pages, but a business plan is only as good as the author, and the author's business experience. A business plan writer who has written 1,000 business plans with no business experience is really just writing a story.
I have 30 years of business experience with the last 15 years as a CFO & CEO at progressively larger companies. I don't write stories, the business plans I write predict the future, they document the future, if they're followed. When writing a business plan you want someone with a significant amount of executive-level experience, someone who has fought the battles and has the scars to prove it.
Essentials - 2 hours in 30 days.
Advantage - 5 hours in 30 days.
Foundation - Unlimited for 90 days.
Language
EnglishPlan Purpose
Investors Roadshow, Loan Approval, Partnerships/Joint Ventures, Personal Use, ImmigrationWhat's included
| Service Tiers |
Starter
$2,500
|
Standard
$5,000
|
Advanced
$10,000
|
|---|---|---|---|
| Delivery Time | 14 days | 21 days | 30 days |
Number of Revisions | 3 | 5 | 99 |
Executive Summary | |||
Company Description | |||
Industry & Competitor Analysis | |||
SWOT Analysis | |||
Customer Analysis | |||
Tailored Marketing Plan | |||
Review & Critique | - | - | |
Financial Forecast | |||
Investor List | - | ||
Outreach Email Copy |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$500 - $1,500
Additional Revision
+$250
Review & Critique
(+ 10 Days)
+$1,500Frequently asked questions
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TC
Tran C.
Sep 8, 2024
30 minute consultation
I have a great time with Derek
SF
Seif F.
May 23, 2024
60 minute consultation
RP
Rafferty P.
Dec 12, 2023
Bookkeeper Needed for Small Business
Derek was willing to dive in and talk through the things I needed. He gave me good direction.
EG
Eli G.
Dec 11, 2023
Cfo
Derek is Very patient , friendly and knowledgeable . would definitely work with him again
About Derek
Bookkeeping, Accounting, Controller & Fractional CFO
Denton, United States - 3:12 am local time
Whether you need a trusted bookkeeper to keep your financials organized, a controller to manage your accounting operations, or a seasoned CFO to guide your most important business decisions, you have found the right person.
I am the former CFO of a billion-dollar company, and I now serve small and medium-sized businesses across the full spectrum of financial and accounting needs, from day-to-day bookkeeping to Fractional CFO and strategic advisory services. Every engagement is handled personally by me. I do not outsource your work to third parties, offshore teams, or subcontractors. Every keystroke is mine.
Where Most SMBs Find Themselves
Growing businesses tend to fall into one of a few categories. Some need clean, reliable books and a financial professional they can actually trust to do the work right. Others have solid bookkeeping in place but need someone to step into a Controller or CFO role without the cost of a full-time hire. And some need both — a single, trusted financial partner who can manage the books today and help them navigate a funding round or ownership transition tomorrow. I serve all three.
Whatever your starting point, I bring the same level of precision, professionalism, and financial sophistication to every engagement — because whether I am reconciling your accounts or sitting across the table from your investors, the standard of work does not change.
What I Do
My services span the full range of financial and accounting needs for small and medium-sized businesses:
Bookkeeping & Accounting
Accurate, organized, and reliable books are the foundation for every good financial decision
Month-End Close & Financial Reporting
Timely, clean financials you can actually rely on and act from
Fractional Controller Services
Oversight of your accounting operations, internal controls, and reporting functions
Fractional CFO Services
Ongoing strategic financial leadership without the cost of a full-time executive
Financial Planning & Analysis (FP&A)
Budgeting, forecasting, variance analysis, and scenario modeling
Cash Flow Management & Optimization
Ensuring your business always knows where it stands and where it is going
Financial Modeling
Investor-ready models built for funding rounds, acquisitions, and strategic planning
KPI Development & Management Dashboards
Giving you the visibility to run your business with confidence
Due Diligence Preparation
Getting your financial house in order before a funding round or exit
Scalable Financial Systems & Processes
Building infrastructure that grows with your business
Tax Strategy
Proactive planning to legally minimize your tax liability in coordination with your tax professionals
I work across the leading accounting and financial platforms, including QuickBooks Online, QuickBooks Desktop, NetSuite, Sage Intacct, Xero, Zoho Books, FreshBooks, Wave Accounting, and others — so wherever your business operates, I can work within your existing environment or help you migrate to a better one.
What I Bring to Your Business
Throughout my career, I managed budgets exceeding hundreds of millions of dollars, led organizations through complex audits, navigated multiple funding rounds, and delivered the financial insights that shaped high-stakes strategic decisions. I have sat across the table from investors, lenders, and boards of directors — I know what they need to see and how to make sure your business is positioned to deliver it. That is the kind of board-level, investor-facing experience that was once reserved exclusively for large corporations. Now it is available to your growing business on a flexible, fractional basis.
I Work Best With
My clients range from business owners who simply need reliable, professional bookkeeping they can trust, to companies generating between $1 million and $50 million in annual revenue that need serious financial leadership at the CFO or Controller level. What they all have in common is this — they want a financial professional who takes their business as seriously as they do, communicates clearly and honestly, and delivers work they can depend on. If that describes you, we should talk.
My Approach
I do not believe in cookie-cutter solutions. Whether I am setting up your chart of accounts or advising on a major capital decision, I take the time to understand your specific business, your goals, and your constraints. I then provide clear, actionable recommendations grounded in data and real-world experience. I translate complex financial concepts into plain language because good financial strategy only works when your entire team understands it.
Let's Talk
If you are ready to bring enterprise-level financial expertise to your growing company — whether you are starting with the books or starting at the top — let's have a conversation. No pressure, no obligation.
Steps for completing your project
After purchasing the project, send requirements so Derek can start the project.
Delivery time starts when Derek receives requirements from you.
Derek works on your project following the steps below.
Revisions may occur after the delivery date.
Gathering Information
Once the project is purchased I will begin gathering the required information from you and begin a preliminary draft of your business plan.
Preliminary Draft
When the preliminary draft of the business plan is completed I will submit it to the client for review, suggestions and revisions.