Your company’s financial reports do more than support tax filing. They reveal your company’s overall financial picture through a slew of key performance indicators (KPIs). A Strategic Business Plan provides a snapshot of your company and where it is going. It spells out what your company is, what product or service it provides, what the competitive environment consists of and how you plan to thrive. With our small business financial planning and consulting services, you can learn to interpret vital financial statements such as your Balance Sheet, Profit & Loss, and Statement of Cash Flow. We will help you calculate and understand what these valuable numbers mean to your business and provide strategies for improvement.

With this information at hand you are able to:

• Define your target customer and identify the ways in which your product or service will fulfill their needs.
• Provide documentation of the research you’ve done into the need for your service or product, thus creating a justification for your plans.
• Create a management plan complete with descriptions of individual’s responsibilities and timelines.
• Project start-up costs, operating costs, projected revenue and profits for an extended period of time, and other financial planning information.
• Create a list of your business’ needs, from building and equipment to vendors and supplies.