Strategic Planning

STRATEGIC PLANNING FOR PROACTIVE BUSINESSES

We mean it when we say we’re not your average CPA firm. Sure, we do tax and accounting work, but our main focus is on personalized advisory work with our clients. Why? Because we believe the best way to help businesses is to understand their goals, inside and out. 

Our upfront advisory services typically include between 2 and 5 intensive sessions where we develop a customized tax and accounting strategy to meet your unique needs. We’ll assess your business situation from top to bottom, identify your current pain points, and develop an overall tax and accounting plan to get your company thriving.

What we do

  • Assess your goals

  • Educate you to be tax efficient

  • Perform cash flow analysis

  • Create an ongoing maintenance plan for you

  • Identify additional or missing deductions

Who this is for

  • New businesses

  • Established small businesses

  • Established mid-sized businesses

  • Real estate investors

  • High income earners

How this can help you

  • Gain a better understanding of your financial standing

  • Avoid tax penalties

  • Minimize your total tax liability

How we do this

  • Thorough analysis

  • Deep expertise

  • Be tax and law compliant 

  • Strategic, proactive planning