Plan A · Professional Services
Meridian Tax + Books
Boutique CPA firm providing tax planning, tax preparation, and monthly bookkeeping services to Indianapolis-area small businesses with 1-50 employees.
See the full plan →Business plan comparison
Cpa Firm vs Insurance Agency — which business plan wins?
A quick side-by-side of two real, cloneable example business plans on Three Little Birds. Read the trade-offs, compare the numbers, and clone the one that fits how you want to build.
Plan B · Professional Services
Piedmont Insurance Partners
Independent insurance agency offering personalized home, auto, and life insurance policies to Charlotte-area families and small business owners through direct consultation and digital tools.
See the full plan →The trade-off
A CPA firm packages recurring bookkeeping + tax prep for small businesses. An independent insurance agency lives on renewals across home, auto, and life. Both are recurring-revenue professional services — pick CPA for higher-ticket compliance work, insurance for smoother renewal cashflow.
| Metric | Meridian Tax + Books | Piedmont Insurance Partners |
|---|---|---|
| Industry | Professional Services | Professional Services |
| Year-1 revenue | $520K | $420K |
| Founder investment | $35K | $45K |
| Monthly profit goal | $8K | $4K |
| Geography | Indianapolis, IN | Charlotte, NC |
| Timeframe to launch | 6 months | 6 months |