THE VISION

The TaxLeaf brand and business system will be replicated through franchising to allow for the development of efficient and profitable new locations in the next five years through the acquisition of strong new franchise partners. The TaxLeaf focus is on delivering an outstanding value proposition to a franchisee that includes a company with a positive image and proprietary advantages for an owner operator.

Mission for Clients – End User

TaxLeaf supports businesses through technology and proprietary software alleviating the burden of staffing through an exceptional level of customer service and focus on the client’s needs, time and responsibility that comes with accounting and financial management of a business.

- We offer consistency and service to business owners and management in order to facilitate better management decisions through easier and more available access to financial information.

- We are not a digital accounting firm, this business is based on face-to-face meetings and time with each client to allow for a great operating relationship and more value to the client. Add something related to consulting

Mission for Franchisees

The TaxLeaf franchise model focus is to deliver to franchise partners a complete, technologically advanced, well-branded and supported business model. Franchisees should be in a position to build a business model that allows for scale, profitability and ultimately to provide the same exceptional client service through all TaxLeaf offices.

INTRODUCTION

The TaxLeaf business model has been designed to help business leaders and small business owners with all of their tax needs through services, systems, and operational office support, all while providing the business with technology, systems and tools they otherwise would not have access to.

TaxLeaf offers financial and accounting services both in-person and through virtual, technology-based financial management solutions. Services include a wide range of affordable service packages that include bookkeeping, payroll, and other service modules which are extremely beneficial for a business owner. Currently, TaxLeaf operates three offices in the United States.

TaxLeaf has developed a brand that fills a market space with a high level of need for business and accounting services and support. Small business owners don’t have the resources or systems in place to manage the financial information and data needed to make good leadership decisions. TaxLeaf has designed processes to facilitate better management decisions through consulting, proprietary bookkeeping systems, reporting and technology by keeping key financial information accessible and available in a useable format at any time. Although the business model is essentially perfected, a growing market requires the capability and bandwidth of new offices and accounting professionals that can offer the same suite of services to people and businesses in different regions of the country.   The key is to deliver the same quality services and value that the flagship locations have in South Florida.

The TaxLeaf model includes the following service offerings:

• Bookkeeping
• Financial Statements
• Income Statement
• Balance Sheet
• General Ledger
• Tax Advice and Consultation
• Sales and Payroll Tax Processing
• Full Payroll Processing with Direct Deposit Capabilities
• QuickBooks Setup

CONCEPT AND FACILITIES REVIEW

The operating concept for TaxLeaf is very simple and does not require a substantial up-front investment to get the business started. It is recommended that in most cases, the business should be located in a high-traffic retail location with good visibility. Leases should be $1,500 - $3,000 per month in most cases to fit the business model. This business is designed to offer a completely outsourced office solution to individuals and business owners to complete their income tax returns, assist in bookkeeping and payroll, as well as business filings and procedures. The concept is structured to provide a highly profitable, low investment business opportunity.

TaxLeaf is built around the idea that tax professionals should be customer service oriented as well as proficient.