Business Planning

Business planning is essential for ensuring your business operates effectively and produces the best results.  We provide a number of services to help businesses grow and expand while maximizing profitability and financial results.​

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Tax Planning

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We put plans in place to minimize taxes both for the business and you as the owner(s).  Through an analysis of your business and its conditions, we recommend and implement a set of strategic plans to reduce your tax liabilities and ultimately help you keep more cash in your pocket!

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Budget / Forecast Preparation

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Budgets help everyone from people to business's manage finances and hit financial targets.  We work with you to develop financial goals for your business and then establish budgets to ensure those goals are achieved.

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Financial Analysis

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Ever wonder why you are not as profitable as you should be?  Perhaps certain expenses are higher than industry norms such as cost of goods comprising 60% of your sales when your competitors are all at 50%.  We analyze your business and financial statements and compare them to benchmarks and norms for your industry to determine areas of improvement.  We then implement a plan to get your business back on track and boost your cashflow!​

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Business Plan Preparation

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Are you looking to get serious about expanding your business?  Do you need a business plan to apply for a bank loan or seek investments?  Business plans are an amazing resource to grow and expand your business operations.  We can prepare a business plan catered to your audience's requirements.  We also provide marketing plans for the business owner who doesn't require a full business plan but would still like a plan put in place to grow and expand their business.