589 Bethlehem Pike, Suite 350, Montgomeryville, PA 18936, USA

267-703-2280

267-703-2280

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      • Accounting Services
      • Bookkeeping Services
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      • Strategic planning
      • Real Estate
    • Who We Serve
    • FAQ
    • Contact Us
  • Home
  • About
  • Services
    • Accounting Services
    • Bookkeeping Services
    • Tax Preparer
    • Strategic planning
    • Real Estate
  • Who We Serve
  • FAQ
  • Contact Us
Executive Business Adviser

Business Strategic Planning Available in Montgomeryville, PA

How well do you know your company?

Strategic planning starts with asking important questions and understanding the current state of your business:

  • Business interruption - What happens to your company if you get hurt.
  • Do you have an exit strategy – you don’t just wake up one day and say I want to sell – Hey I think I am going to get married, let me find a broker… 
  • Do you know the cost of a new client and value of a new client? 
  • Tax planning and succession planning.
  • For people retiring - What does it cost you to get out of bed each morning- what will you need to retire – I have had some clients say, my house is paid off, my car is paid off, my costs are low… and then we get into insurance, repairs, phone bills, util bills, RE Tax bills, meals out, groceries, lawn/snow maintenance, clothing, cable/internet/phone – well you get the picture – I have over 100 categories that we list.
  • Computer backups.
  • Insurance.
  • Call Lists – Rolodex - 811 lists, 411 lists and 911 lists.
  • Do you know your income divisions/streams? 
  • People with partners – do you have a buy/sell agreement.
  • Process of strategic management - What processes do you have in place for management?

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Strategic Business Planning Services

Business planning

Sales and marketing

Business planning

business building schematic

Written goals, objectives, and strategies.

Personnel

Sales and marketing

Business planning

Medical practice staff photo

Compensation, benefits, HR, workload distribution, time management.

Sales and marketing

Sales and marketing

Sales and marketing

Desk phone lines configured at an office

Value of a new customer, pipeline, marketing plan. 

Accounting

Operations

Sales and marketing

Business Adviser using a calculator and taking notes

Cash and profit, understanding your cash flow.

Technology

Operations

Operations

Visual representation of Cloud technology

Hardware and software review, compliance, website, security. 

Operations

Operations

Operations

Company owner and engineer reviewing a schematic together

Process of strategic planning, leadership, reports, and risk management.

General

General

General

Visual representation of business regulations, rules, and compliance

Compliance with federal/state, writing down your vision and mission.

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