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Comprehensive, CPA-Certified Business Plans to Drive Your Success

At ACOFirm, we combine financial expertise, strategic insight, and industry research to craft business plans that inspire confidence with lenders, investors, and regulators.

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Why Choose ACOFirm

Why Choose ACOFirm

CPA-Certified Financial Projections

Backed by over a decade of accounting and advisory experience, we deliver audit-quality forecasts trusted by banks and investors.

Industry-Ready Insights

From manufacturing to tech and professional services, our plans integrate sector-specific data.

Integrated Strategy & Compliance

Perfect for financing, immigration (SUV, PNP, E-2, EB-5), and regulatory needs.

Proven Market Knowledge

Benchmarked against top providers like OGScapital and Newton Group Marketing.

  We don’t just write plans – we position your business for success. 

Who We Serve


Startups & Entrepreneurs

Validate your concept and secure funding.

Immigrant Entrepreneurs

Support for Start-up Visa, PNP, E-2, EB-5 applications



Established Businesses

Plan for expansion, new markets, or restructuring.

Franchises & Nonprofits

Franchise approvals, grants, and compliance plans.

Each plan is tailored to the client’s unique objectives and audience.​

Our Service Packages

Choose the plan that best fits your business goals

Essential Plan

Small businesses, microloans

$2,500 – $4,000 CAD

20–25 pages • 1-year projections • 2 revisions

  • Market overview
  • Financial projections
  • 2 rounds of revisions

Growth Plan

Bank loans, angel/VC funding

$5,000 – $7,500 CAD

30–40 pages • 3-year projections • 3 revisions

  • Pitch deck
  • Funding strategy
  • Detailed projections

Premium Plan

Investor-ready, M&A

$10,000 – $15,000 CAD

45–60 pages • 5-year forecasts • Unlimited revisions

  • Scenario analysis
  • Valuation model
  • Investment summary

Immigration / Enterprise

SUV, PNP, E-2, EB-5

$15,000 – $25,000+ CAD

Tailored visa programs • Regulatory support

  • Cash-flow & staffing models
  • Custom visa documentation
  • Full regulatory support

 

What’s Included

  • Executive Summary & Business Overview
  • Market Research & Competitive Analysis
  • Marketing & Sales Strategy
  • Operational Plan & Team Profiles
  • CPA-Certified Financial Projections (3–5 years)
  • Risk Analysis & Funding Request
  • Professional Design (PDF/Word) + optional investor pitch deck

Our Process

1

Discovery Call

We start with a one-on-one consultation to understand your goals, target market, and funding needs.

2

Research & Analysis

We analyze your industry trends, assess competitors, and identify key financial benchmarks.

3

Draft Development

Our team builds your business narrative and creates precise financial models for investors.

4

Collaboration & Revisions

We refine your plan together, ensuring your vision and financial goals are fully aligned.

5

Delivery & Support

Receive your finalized plan — with post-delivery support to guide your next business steps.

Why a CPA-Backed Plan Matters


Adds 30–50% more credibility with banks and investors.


Meets professional standards for financial accuracy.


Reduces funding delays by anticipating lender requirements.

Manufacturing Startup

Secured $500K bank financing within 6 weeks.

Immigration Client

Approved for Canadian SUV using our CPA-certified plan.



Tech Founder

Raised $1.2M from angel investors with our pitch package.

Ready to Build a Winning Business Plan?

Schedule your free consultation and let’s craft a roadmap for your success.

Start Your Plan

Our Partners

Trusted integrations with leading financial platforms

Frequently asked questions

Here are some common questions about our company.

ACOFirm’s business plans stand out because they’re CPA-certified, data-driven, and built with industry-leading tools. Unlike basic templates, each plan is developed using:

  • Ownr.co for fast, compliant business registration and structure setup.
  • IBISWorld for premium, research-backed market insights.
  • LivePlan for accurate financial modeling and growth projections.


ACOFirm’s business plan services are tailored for a wide range of entrepreneurs and organizations worldwide, including:

  • Startups and founders preparing to launch or attract investors.
  • Established companies planning growth, expansion, or business restructuring.
  • Immigrant entrepreneurs applying for international visa programs such as Canada’s SUV, PNP, or U.S. E-2 and EB-5 investor visas.
  • Franchises and nonprofits seeking franchise approval, government grants, or compliance documentation.

Each plan is customized to meet global investment, immigration, and regulatory standards, ensuring clients can confidently present their ventures anywhere in the world.

The completion time for an ACOFirm business plan depends on the selected package and project complexity:

  • Essential Plans: Ready within 7–10 business days.
  • Growth & Premium Plans: Delivered in approximately 2–4 weeks.
  • Immigration or Enterprise Plans: Typically completed within 3 weeks or more, depending on documentation requirements.

For clients with urgent timelines, ACOFirm also provides a rush delivery option for an additional fee , ensuring you receive a professional, investor-ready plan exactly when you need it.

Every ACOFirm business plan package includes comprehensive, CPA-certified content designed to meet investor, bank, and regulatory standards worldwide. Each plan features:

  • Executive summary and detailed company overview.
  • Market research backed by IBISWorld for reliable, data-driven insights.
  • Strategic marketing, sales, and operations plans tailored to your business goals.
  • 3–5 year CPA-certified financial projections, created using LivePlan.
  • Legal and business structuring guidance through Ownr.co (when required).
  • Professional design and formatting, with an optional investor pitch deck for fundraising presentations.

This all-in-one structure ensures every ACOFirm business plan is accurate, investor-ready, and globally compliant.

ACOFirm offers transparent, value-based pricing in Canadian Dollars (CAD), with each package tailored to your project’s scope and purpose:

  • Essential Plan: CAD $2,500–$4,000 - ideal for startups and small businesses.
  • Growth Plan: CAD $5,000–$7,500 - for scaling or investor-focused ventures.
  • Premium Plan: CAD $10,000–$15,000 - designed for complex, high-value business models.
  • Immigration / Enterprise Plan: CAD $15,000–$25,000+ , suitable for visa programs, large enterprises, and international expansion.

In addition, ACOFirm provides hourly advisory services, including business valuations, board meeting preparation, and rush delivery options , giving clients full flexibility and expert support at every stage.

Yes, ACOFirm offers continuous support to ensure your business plan remains actionable and effective. Post-delivery services include:

  • Investor or lender presentations — helping you confidently pitch your business.
  • Quarterly strategy and financial updates — keeping projections accurate and aligned with growth goals.
  • Immigration interviews and documentation assistance — supporting entrepreneurs applying for global visa programs.

This ongoing guidance ensures that your plan is not just a static document, but a dynamic roadmap for growth and compliance worldwide.

Absolutely! ACOFirm specializes in customized business plans for a wide range of industries, including manufacturing, technology, retail, hospitality, real estate, and more. By leveraging IBISWorld’s proprietary market data and CPA-certified financial analysis, we create tailored projections, strategies, and operational plans that reflect your industry’s unique challenges and opportunities.

This ensures your business plan is accurate, sector-specific, and globally credible, whether for investors, lenders, or regulatory authorities.

ACOFirm prioritizes both confidentiality and precision in every business plan. Key measures include:

  • Strict data protection protocols to keep your business information secure.
  • Use of IBISWorld market data, LivePlan financial modeling, and Ownr.co compliance tools to base every assumption on verifiable, reliable sources.
  • CPA-certified analysis ensures financials are accurate and aligned with global standards.

This combination guarantees that your business plan is confidential, sector-specific, accurate, and investor-ready — suitable for investors, lenders, and regulatory authorities worldwide.

Seamless Start-to-Finish Service

Through our partnership with Ownr.co, we streamline business registration and compliance alongside planning, saving you time and reducing legal risk.

Evidence That Stands Up to Scrutiny

Funding bodies and immigration officers trust well-researched, verifiable content. By leveraging IBISWorld's market intelligence and LivePlan's financial engine, our reports meet the highest due diligence standards.

Integrated Advisory Ecosystem

Beyond the plan, we offer bookkeeping, CFO services, grant assistance, and financial coaching, ensuring your strategy remains actionable.

Personalized Collaboration

Work directly with a senior CPA-advisor; Premium and Immigration clients enjoy unlimited revisions to ensure their vision is accurately reflected.

CPA-Certified + Data-Backed

We're the only firm in our space that unites Chartered Professional Accountant expertise with real-time data from IBISWorld and LivePlan. Your plan is both credible and evidence-based.

Global-Local Advantage

We combine Canadian expertise (financing programs, tax incentives) with cross-border immigration planning, using U.S. and global investor norms.

Clear Packages, No Hidden Costs

Unlike many competitors who quote vague "custom" fees, ACOFirm provides transparent packages and add-ons, making budgeting predictable.