Financial Planning for Businesses

As a business owner, you understand the importance of maintaining efficient business operations. Outsourcing your accounting and financial planning efforts across do-it-yourself AI systems or inexperienced, non-local providers could harm your business. Our CPAs have expertise in financial analysis and strategy. Our team is prepared to take your business to the next level. Some of our top CPA financial planning services for businesses include:

• Identification of business trends and variations in your financial records
• Tax preparation
• Keeping you updated on tax laws
• Reporting and analysis of your business finances
• Budgeting and financial forecasting
• Conducting profitability analysis
• Development of internal control systems
• Business modeling
• Development, implementation, and maintenance of strategic expansion plans
• Marketing and sales analysis
• Analysis of performance data to forecast your business’ future
• Development of performance metrics
• Retirement planning
• Cash flow analysis
• Analysis of company policies, including pricing, cost control, and insurance costs
• Mergers and acquisitions consulting
• Development of business investment portfolios

…and more. If your business needs help with financial matters not listed above, contact us to discuss your unique needs.

During your initial financial planning consultation with our team, you may be unsure of what to expect. Your first consultation should be focused on establishing trust between you and your accountant. You can expect our CPAs to ask you more about your previous experience working with financial planners, advisers, or insurance professionals. This gives us a better idea of how to approach your business’ financial plans. Do not be afraid to open up about what your business’ financial goals are and where you stand currently. Bring important financial records to your consultation, including:

• Tax returns
• Real estate documents
• Bank statements
• Income and expense statements
• Proof of losses
• Your general ledger
• Balance sheets
• Other financial documents

We will carefully review these records to determine the financial health of your business, what financial issues are most important, and how to approach your investment strategy. If your business does not have these documents prepared, you can have your CPA draw them up so they can be used in your financial planning strategy session. This review of your financial records can help you manage your expectations, identify triage problem areas, and make modifications to your financial plans accordingly. Our goal is to build a stable financial future for your business, focusing on consistency and increasing profitability.