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経営の地図「事業計画書」の存在価値

税務顧問(事業計画)
~経営の地図「事業計画書」の存在価値~

年商:
1億円~10億円
年代:
40代~50代
業種:
教育業・IT業

|アジア国際会計事務所に依頼してみての感想

Q.どんなことで困っていましたか?

コロナの影響やテクノロジーの進化により、既存のビジネスモデルでは今後の売上を維持するのは厳しいと考えていました。
Web 学習の機会が増えており、既存のビジネスモデルを脱却するためには、IT 業への転換が不可欠と考えていましたが、具体的に何をしたらいいのか検討がついていなかったのが悩みでした。
なので、IT に強いと謳っている税理士に相談してみたこともあったのですが、実際はクラウド会計を推しているだけで、IT 業に理解が深いわけではないということもあり、途方に暮れていました。

Q.依頼いただいたきっかけを教えてください

他の経営者から、「ビジネスモデルの構築とIT業であれば大槻先生が良い」とご紹介いただいたのがきっかけです。
IT業への転換に関する相談を大槻先生にした際に、上場企業を含めて同業他社事例を複数ご説明いただき、どのように動いたらいいのかが見えてきたため、依頼することを決定しました。

Q.実際に依頼してみてどうでしたか?

まず大槻先生が厳しく大変でした。
それっぽく事業計画書のたたき台を作成してみても「この事業で何をしたいのか、このサービスで顧客が喜ぶのか、他のサービスの方がいい、数値の根拠が曖昧、こういう経費も発生するのではないか」等々指摘が多く、事業計画書の甘さが目立ちました。
ただ、大槻先生は必ず代替案を示すか、別の角度から質問を投げてくれるので、それが事業計画書を作成する際のヒントになりました。

無事に事業計画書に落とし込んだ後は、具体的に行動計画表に従って行動していくだけなので、以前より事業を経営しやすくなりました。
また予算と実績の乖離があれば、何が原因なのか経営分析をしてくださるので、軌道修正が格段にしやすくなりました。

「事業計画書を絵に描いた餅で終わりにしない」という大槻先生のポリシーのおかげで、無事に IT 業への転換をスムーズに行うことが出来ました。

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