Strategic & Financial planning is helping your organization achieve its goals. Often business owners are so caught up in the day to day of their business, that they fail to plan long term goals. Some are afraid of financials or are simply overwhelmed with too much to do. Without a strategic plan, it is difficult to plan for growth. We help you navigate the business issues and equip you with tools to give you confidence in running your business.
A strategic plan starts out with a full analysis of your business. We review goals, objectives and areas that need help. These areas are pain points in your business that keep you up awake at night. They are challenges that you cannot overcome. With our experience, we help you set proper goals and expectations. A plan is implemented and continuously monitored. The end results are both short term and long term and a continuous plan for success.
Since every client is unique, we offer a custom approach to each client. Depending on the issues that need to be resolved, we will customize a plan that suits you best. You will be set up with a plan you can follow or use our outsourced CFO services to aid you in guidance.
Conduct in depth review of your business. Identify needs, wants and goals. Review financials, cash flow, services, profitability and business development opportunities. Establish where you want to go as a business. We work with you to create a roadmap that gives you a clear picture of how to build the business you want.
Devise a strategic solution that involves, internal/external factors and market/business conditions. Provide guidance in price changes, cash flow and cutting out inefficiencies that directly impact your bottom line. Conduct lean planning, forecasting, budgeting, and planning for cash flow needs.
We continue to provide guidance and support you until goals are achieved. This is a a dynamic and iterative process. You decide to continue on the roadmap on your own or we can provide outsourced CFO services that will help with oversight.
This service is for the business owners who want to work closely with an advisory professional to help manage your business strategically.
Financial scenarios - Financial forecasts are powerful business management tools. But, sometimes it’s necessary to model financial scenarios based on potential shifts in business. Maybe you want to open a new location, or consider a capital purchase. How might that affect your long-term profitability or short-term cash? Financial scenarios give you that insight.
Prioritized strategic action plan - At the end of our sessions together, you will have a clear picture of what needs to be done, and how and when to do it, so you can make the right decisions for reaching your goals. We create a Prioritized Strategic Action Plan, giving you a roadmap for the way forward.
Forecasting and budgeting help you plan. Our forecasting option looks at each of your forecast profits, cash, and net assets, giving you a complete picture of what your business might look like in the future. As part of this forecast, you will benefit from:
One of the keys to success is taking action. You need to do the things necessary to move you toward your goals. Unfortunately, this is harder than it sounds. The day-to-day running of a business often gets in the way. Having an external person holding you accountable helps you to get the right things done.
We will schedule a weekly call with you to help you work through your strategic action plan and provide help and support. This external support will make it much more likely that you will achieve your personal and business goals.
As part of our services, you get unlimited email and telephone support. Your fixed price is fully inclusive of unlimited email and telephone support for advice on ad-hoc matters.
This means that you can call on us at any time, knowing that you will never be charged for our time or advice. We want you to feel free to speak to us whenever you need to, without ever having to worry about the cost.
This means you will NEVER get an unexpected bill.