business Planning
The Strategic Pursuit of Success
Offering multiple levels of advice, from tax planning to strategic partnerships, our Business Planning offering gives business owners the insight and guidance they need in pursuit of their goals.
Service Tiers
myPLAN
Build your business on a stable foundation to help unlock your financial potential with tax planning and advisory services.
WHAT YOUR BUSINESS GETS
- Established financial goals
- Estimated tax liability
- Preparation of quarterly tax estimates
- Identify and implement tax saving strategies
- Coordinated strategies with your CPA
- Tax preparation
WHAT YOU GET
- Minimize liability
- Free up valuable resources
- Maximize tax efficiency
- Confidence
- Proactive communication around deadlines
- Education on tax matters
- Clarity on how to pay taxes
myCONTROL
Enjoy the experience and support you need to optimize your financial operations. From strategic planning to accurate reporting, we'll save you time and energy so you can focus on growing your business with confidence.
WHAT YOUR BUSINESS GETS
- Access to CPA advisor
- Assessment of accounting and operational processes, controls, team and systems
- Recommendations toward process improvements and systems enhancement
- Support implementing recommendations
- Financial Reporting
- Creation and implementation of controls such as bank and payroll reconciliations
- Guidance on separation of duties
- Recommend automation of cash disbursement processOne-time fee based on complexity
WHAT YOU GET
- Cost savings and efficiency as you scale
- Deep experience
- Peace of mind
- Focus on what you do best/is most impactful to the business
- Scalable support for today and the future
- Support for your accounting and admin staff to make their lives easier
- Education on what’s important in accounting and control matters
myCFO
Elevate your business to new heights with a fractional Chief Financial Officer (CFO). From budgeting and forecasting to risk management, we'll provide insights and tailored guidance to drive your financial decisions and help you operate with confidence.
WHAT YOUR BUSINESS GETS
- Dedicated CPA to lead Finance and Accounting
- Develop and implement Financial Reporting and Analysis
- Cash flow forecasting and budgeting
- Complex risk management with what-if scenario modeling
- Establishing and maintaining banking relationships
- Recommend and implement systems for efficiency / time savings
- Develop and implement incentive compensation plans, including partner buy-in/out models
- Create executive organization communications
- Implement investor reporting packages
- Percentage of assets based on account size, billed quarterly
WHAT YOU GET
- Maximum, scalable experience on your terms
- Complex and varied business experience enables utmost impact
- Confidence
- Executive-level partner to support your financial and emotional decision-making
- Mentorship and development of accounting personnel
- Point person / filter tackling ad-hoc accounting and financial questions from staff
- Access to a robust network
- Flexibility in support and participation
myPARTNER
From strategic planning to decision-making, we'll collaborate closely with you, helping to shape your company's vision and drive for success.
WHAT YOUR BUSINESS GETS
- Strategic Goal Setting
- Long-term business planning
- Education on business valuation
- Establishing exit strategies
- Due diligence and M&A/transaction leadership
- Implementing periodic "board meetings" for accountability, tracking progress and strategic adjustments
- Identifying strategic tools such as incentive comp plans and corporate retirement plans
- Estate planning
WHAT YOU GET
- Clarity on your vision
- Understanding what you’re doing and why you’re doing it
- Organized and aligned priorities for your entire organization
- Confidence that you and your team are focused on the right things
- Discipline behaviors working on the business rather than in the business
- Executive-level perspective to support your financial and emotional decision-making
- Improved decision-making with trust and accountability
- More control of your time
Our Process
Together, We'll Help Unlock the Full Potential of Your Business.
Step 3
Plan Implementation
Our team will work closely with you to guide you in implementing our recommendations, providing clear direction and support through regular meetings and communications. From aligning resources to monitoring progress, we are committed to driving tangible results and helping your business thrive.
Need More Information?
We welcome the opportunity to speak with you.