MANAGEMENT CONSULTING AND STRATEGIC PLANNING

Many are confused by what Strategic Planning means. For those in the know, it means determining what your goals are, mapping out how to achieve them, and implementing the plan. One simply does not jump into a car and says they will drive to Oregon without first consulting a map or calling their auto club for a trip package. You may know that you will travel West, just like you may know you would like to be successful, but without planning and preparation you will never get to your destination.

We become part of our client’s team, acting as advisors on a wide range of topics. Whether we meet on a monthly, quarterly, or semi annual basis we stress goals and can help develop plans to achieve them. There are many costs and road blocks when it comes to goals, simple things, like compliance, taxes, and many other costs which can surprise and we try to identify them to help with the uncertainty. Many, actually most, underestimate the tax regulation and quite frankly, do not ask one of the most important questions every business owner must ask, “What is the Tax Consequence?” Every business decision and action has a consequence and knowing will help with the decision making process.

We can help with a wide range of topics including, but not limited to:

• Which Form of Entity is best for me/us?
  Sole Proprietorship
  Partnership
  Limited Liability Company or Partnership
  Corporation: S or C

 

• Strategic Tax Planning
• How to read and understand FINANCIAL STATEMENTS
• What do the local, state, and federal jurisdictions require of my business?
• What record keeping is required of the business?
• What benefits can the company offer?
• What are the available write offs?
• Buy vs. Lease...what does that really mean?
• How to develop short and long term company goals, and achieve them
• How to budget and manage cash
• Hire and evaluate personnel, create job descriptions, and maintain records
• How to concentrate company efforts on the products and services most profitable
• Succession Planning and Wealth Building

Our consulting services are certainly not limited to these topics....we will aggressively address any management concerns our clients have.