Strategic Business Coaching

More Than Just a Tax Return Service…

We Will “Take You By The Hand” in Every Aspect of Your Business.

Without a blueprint, it is very difficult to know what you are building. For the successful business, a Strategic Business Plan is instrumental to making sure your company has clarity of direction, a unified vision, and that all key members and employees have the proper focus on the tasks at hand.

Our Strategic Business Coaching Services help you develop the Strategic Business Plan that will assure your business moves forward and succeeds. In developing the Plan, we help you break your company down into the core components. How is the company defined? What are your products? Who are your competitors? How will the company be managed? What are the processes for ensuring financial health and approaching business risks?

You will benefit from our Strategic Business Coaching services if…

  • you are starting a new business or enterprise.
  • you are expanding a current business, or adding a new product or service to an existing business.
  • you are buying a business, product, or service.
  • you are trying to turn around a failing business.

Strategic Business Coaching will help you identify the weak spots in your Business Plan or plan for any elements that you have not previously addressed. In order to push your business to the next competitive level, you must…

  • identify your target population, product or services, and the advantages you offer over your competitors.
  • fully research the ways the need you have identified is currently being fulfilled.
  • gain an understanding of the market, develop campaigns and timelines for promoting your business, and project the results of such campaigns.
  • formulate a plan for staffing your business, including an identifying set of skills and expertise that will be required to secure the future of your business.
  • complete management plans and systems required to run your business.
  • outline financial necessities, including start-up costs, operating costs, income projections and analysis.
  • identify all building and equipment needs.
  • create timelines for all current or initial products as well as projected projects.

A solid Strategic Business Plan will not only help you to obtain financing for your business, it will help to assure that all your bases are covered as you begin or continue your venture.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (714) 696-8680 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

What our Clients are saying

I have had the pleasure of working with David for over two years, I had not previously worked with a CPA, but was quite blown away with his knowledge, guidance and determination when it came to making sure our company stayed an income generating manufacturer. We are a multiple subsidiary company which he was diligent in keeping up with and straight in our books and that’s not easy to do especially with the demands of our CEO.

His professionalism helped guide our startup company from chaos to a systematic machine which was SEC compliant. He reorganized the payroll to make sure that it was up to date and on time. He set up a Purchase Order system so that the appropriate authorizations could be gathered to process payments and employee reimbursements. David is honest, he displays outstanding integrity, and he is committed; all qualities that a company deserve, and without his strategic planning the company would have easily fallen apart.

As a fellow accountant, I understand how difficult it is to make sure a company is fluent with their records as well as keeping the CEO happy with productivity and income generation and David made that look easy. He stood by what was right to keep the company in line with governing agencies, stockholders and GAAP. David served as the backbone and an integral asset to our company’s success. Any company or individual that follows through with his setup, his direction, and his planning will have everything needed for continued success.

Professionalism helped guide our startup company

Ashlye B.

My Son introduced me to This Firm and David , I was really in mess with my taxes ! But it was not long before they came to the rescue and straightened everything out. What a relief that was!. Thank you so much for all your work and understanding not to mention making me comfortable and putting my mind at ease. I am so appreciative for all you have done !

Came to the rescue and straightened everything out