VJR Advisory; DBA The Miami Firm PA | Application Preview
VJR Advisory, operating as The Miami Firm PA, is seeking government grants to support their growth strategy. The requested funding will primarily be utilized to hire W-2 employees and enhance advertising efforts to reach a broader client base. Currently, the business has a strong client pipeline, and they're aiming to establish two retail storefronts in Miami by January 2023 to capitalize on tax season demand.
The business plan outlines the creation of a chain of income tax storefronts throughout the Miami area, with a dedicated CPA managing one location while the owner oversees the other. They believe that with additional funding, they can bridge the existing capital gap to support their expansion.
The application emphasizes the solid foundation and strategic planning of the company, underlining the reliability of their team and a consistent income stream from their clientele. They face competition from established firms like H&R Block and smaller competitors like "Smaartbiz" and Hernandez & Co., but they differentiate themselves by offering a more affordable option tailored for small businesses. Their competitive edge is positioned as a cost-effective solution within the tax service market.
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General Information
Business Registration Number: 2455 flamingo drive unit 305
Location: Miami Beach, FL, United States
Length of Operation: 1-5
Number of Employees: 1-10 Employees
Annual Gross Income: Less than $100k
Annual Gross Expense: Less than $100k
Open to Loans: YES
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Funding Usage
This funding will be used to hire w-2 employees and advertise to a larger group of clients. We have a solid pipeline of clients but would also like to open a retail storefront for Jan. 2023 to attract more clients during tax season. We have our current overhead expenses covered but need bridge funding to hire and meet our new needs.
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Business Plan
We plan on opening 2 retail store fronts in Miami. I have a CPA on 1099 that will be in charge of one and myself, the other. We plan on growing to a chain of income tax store fronts across Miami. Our business is rapidly growing and we need funding to bridge the gap in capital. Investors should invest in my company because it has a solid foundation and business plan to succeed. I have a reliable team and consistent clients that will be providing income on a weekly and yearly basis.
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Self Identified Competition
H&R Block “Smaartbiz” Hernandez & co. We offer a less expensive alternative to our competitors. Our concept is a small business designed for small businesses.
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Contact Applicant
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