Whether you're starting a new business, expanding an existing business, or preparing to pursue financing, Baldree's Bookkeeping can help you develop a professional, well-organized business plan.

With experience building comprehensive business plans from the ground up for multi-million-dollar loan applications, I understand the importance of combining a clear business strategy with realistic financial information and well-supported projections.

Baldree's Bookkeeping provides business planning and financial organization support. Business plan services do not guarantee loan approval, financing, profitability, or other business outcomes.

Business Plan Creation:

Turn Your Business Idea Into a Professional Plan

  • A customized business plan developed around your business, goals, operations, and financial needs.

    • Company & business overview

    • Products and services description

    • Market & industry analysis

    • Competitive analysis

    • Marketing & sales strategy

    • Operations planning

    • Organizational structure

    • Startup or expansion cost planning

    • Revenue & expense projections

    • Financial projections and assumptions

    • Break-even analysis

    • Funding requirements

    • Use-of-funds planning

    • Supporting financial schedules

    • Professional formatting and organization

  • For businesses needing a more detailed plan for expansion, financing, or other significant business decisions.

    Includes the services listed above, with additional research, financial analysis, projections, and supporting documentation tailored to the client's specific needs.

  • A comprehensive business plan combined with detailed financial projections designed to give business owners a clearer picture of their expected financial performance.

    • Full business plan

    • Startup or expansion budget

    • Revenue projections

    • Expense projections

    • Cash flow projections

    • Profit & loss projections

    • Break-even analysis

    • Funding requirements

    • Use-of-funds breakdown

    • Financial assumptions and supporting schedules

  • Already have a business plan but want another set of eyes? I can review your existing plan for organization, clarity, consistency, and financial information and provide recommendations for improvement.

  • Need the financial portion without a complete business plan? Financial projection services can include projected revenue, expenses, cash flow, profitability, break-even analysis, and other financial schedules based on your business information and reasonable assumptions.

  • For existing clients who need to update or revise a previously completed business plan due to changes in their business, financial information, operations, or funding needs.


Every business is different. Final pricing may vary depending on the complexity of the business, amount of research required, available financial information, length of the project, and services requested.

Before work begins, we'll discuss your needs and provide you with a clear scope of work and price for your project.