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Courses/Accounting & Tax/Soft Skills for Accountants

How to Prepare a Business Plan as a CPA

In this course, you will learn how tell your story through a well-designed and detailed business plan. Topics include the structure of the document, the various components, and examples.

Created byArun Mathur
4.6
(98 reviews)
IntermediateUpdated Nov 24, 2020
How to Prepare a Business Plan as a CPA

What You'll Learn

check_circleUnderstand the essential components of a comprehensive business plan.
check_circleLearn how to present financial and non-financial information effectively.
check_circleCreate detailed start-up cost, funding, and operating projections.
check_circleDevelop a clear, investor-ready narrative to communicate your business vision.

About This Course

This practical course is tailored for entrepreneurs and business owners who want to craft compelling, effective business plans that clearly communicate their vision and strategy. You'll learn how to tell your business story through structured planning, covering both the financial and non-financial components essential to attracting investors, securing funding, and guiding long-term success.

Key topics include writing an impactful executive summary, organizing your business plan for clarity and persuasion, addressing risks, and incorporating supporting resources. The course also includes detailed walkthroughs of start-up cost and funding analysis, as well as monthly operating projections, giving you the tools to back your plan with strong financial insights.

Your Instructor

Arun Mathur
Arun Mathur

Lead Instructor, FCPA, FCA

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star8,833 reviews

Arun Mathur, FCPA, FCA, LPA has over 35 years of teaching and corporate training experience. He is a retired Partner at Gerald Duthie & Co. LLP, where he provided professional services to a diverse group of clients. Arun is also Owner and Lead Instructor at UltimQuest Knowledge Inc., offering corporate training on improving governance, ethics, internal control, performance measurement and related topics. He provides live and online training through CPA bodies across Canada and Bermuda. Arun served for several years on the Board for HealthForce Ontario Marketing and Recruitment Agency, and was also Chair of the Finance and Audit Committee there and for the Trillium Gift of Life Network. He has served on the CMA Ontario's Review Committee prior to the merger as well.

Credit Information

Do these courses count toward my professional development requirements?

This portal is provided as a training and development resource for City of Markham employees. Every course is delivered by a qualified subject matter expert or learning organization, is quantifiable in hours, and is verifiable — you receive a documented certificate of completion for every course you finish, stored on LearnFormula indefinitely.

If you hold a professional designation (for example in engineering, accounting, human resources, or law), courses may be counted as professionally relevant, verifiable learning activities toward your continuing professional development. Individual practitioners are responsible for confirming that an activity meets the requirements of their professional body. For questions about the City of Markham's training and development policies, please speak with your people leader or Human Resources.

What Students Are Saying

4.6
Student's Choice
98 reviews

Frequently Asked Questions

We are a registered provider with 327+ associations and regulatory bodies worldwide. We operate across 29 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.