Business Planning
business Planning
Strategic Roadmap to Success
myPLAN
Ensure your business is built on the most stable foundation to unlock your financial potential with expert tax planning and advisory services. Maximize your savings and minimize your stress through personalized strategies and guidance. Let us navigate the complexities so you can focus on what truly matters – achieving your financial goals.
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
Take control of your business's financial success. Enjoy the experience and support you need to optimize your financial operations. From strategic planning to accurate reporting, we'll ensure your finances are in the hands of experienced professionals, saving time and energy to 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
- Superior 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 on accounting and control matters
myCFO
Elevate your business to new heights with a fractional Chief Financial Officer (CFO). Experienced financial minds will provide invaluable insights and tailored guidance to drive your financial decisions. From budgeting and forecasting to risk management, RiversEdge is your trusted partner, unlocking the full potential of your company.
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 adhoc accounting and financial questions from staff
- Access to a robust network
- Flexibility in support and participation.
myPARTNER
Optimize your business's trajectory with fractional partner services. From strategic planning to decision-making, we'll collaborate closely with you, helping to shape your company's vision and drive success. Together, we'll propel your business forward, ensuring achievement of near term goals while defining completely new horizons.
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 unlock the greatest potential for your business through the optimal mix of strategic guidance and services.
Step 1
Introductory Consultation
During this personalized session, we'll take the time to understand your specific goals and challenges. Our experienced advisors will offer valuable insights and an honest assessment of how we can help your business thrive. Let's determine together if we're the right partner to unlock new opportunities, overcome obstacles, and achieve remarkable growth.
Step 2
Discovery Meeting
During this collaborative session, we strive gain a deep understand your business, its unique challenges, and its untapped potential. Our experienced advisors will actively listen, ask thought-provoking questions, and analyze key aspects of your operations. Through this comprehensive exploration, we'll uncover valuable insights that will serve as the foundation for our strategic recommendations.
Step 3
Plan Implementation
Your bespoke team will work closely with you, ensuring the strategies and recommendations are effectively brought to life. We will guide you throughout the process, providing clear direction and support through regular meetings and communications as the relationship requires. From aligning resources to monitoring progress, we are committed to driving tangible results and helping your business thrive. You can navigate the business landscape with confidence, knowing that we are here for you - a true extension of your team that's dedicated to your long-term prosperity.
Need more information?
We welcome the opportunity to speak with you