Are You Overlooking Your Business Growth Assets?

We believe that your CPA firm, those professionals who review your accounting data and evaluate your processes should be tapped as your business coaching and strategic planning partners. When we work with our clients, our goal is to help create a plan that will achieve those goals while utilizing their existing staff. We start our journey with the intent of creating a business road map and write across our whiteboard:…  Read more

Thinking About The Life Cycle of Your Business

Best practices dictate that you work with your business accountant/advisory accountant to create a plan, operate according to that plan, and make your business the best it can be.  Once you make the commitment, work with your advisor to follow through with key deliverables.  It is hard work, but that hard work is worth it.  When you get ready to sell or merge, you will have a history of a…  Read more

Your CPA, a Great Asset as Your Business Advisor

Every business needs to transition at some point; why wait until you are ready to sell to review and update your business practices?  Work on your business now and enjoy a better quality of life, greater satisfaction and more productivity from your employees. I recently presented at a wealth management conference on a panel along with three (3) tax attorneys, our topic was “Selling Your Business.”  As the only CPA…  Read more

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