Business planning and advisory

“A goal without a plan is just a wish.”
– Saint-Exupery


How do we form a better plan for your business? By starting at the source. Ideally, we implement your strategies from the ground up. We don’t just examine your previous year’s taxes and/or your business deductions. Rather, we look at your company structure, your current accounting system, your HR implementation, etc. That’s where we can work together to build lasting changes that allow for forward progress and arriving at your desired goal.

In helping you with business planning our outsourced CFO services support you on multiple levels! Imagine having an experienced financial advisor on your team for monthly meetings. Someone who understands you and your business who can double check your numbers and prevent unwanted surprises. An accountant who’s more concerned about helping your company grow than billable hours.

With that in mind, here are just a few of the areas we target:

  • Selecting the right structure/entity for your business
  • Creating a business plan and budget projections
  • Forecasting future cash flow
  • Analyzing your overall profitability
  • Reviewing your accounting operations
  • Assisting with financing options
  • Buying or selling a business
  • Partnering with payroll and benefit solutions to save you money