This email address is being protected from spambots. You need JavaScript enabled to view it.

Get to Know our Guides

Certified Public Accountant

Business Planning

A Strategic Business Plan is much more than a tool to obtain financing. If you still have all you plans and ideas locked up inside your head… preparing a strategic plan helps you clarify your company's direction, ensures your key leaders are all "on the same page", and keeps both management and staff focused on the tasks at hand.

A Strategic Plan is often needed when…

  • Starting a new venture, product or service
  • Expanding a current organization, product or service
  • Buying a new business, product or service
  • Turning around a declining business
The Strategic Plan provides a blueprint, describing your company, its products, the competitive environment, management team, financial health, and business risks.

The plan allows you to…

  • 1. Identify and describe the target customer profile, features, advantages and benefits of your new venture, product or service.
  • 2. Justify that your plans are credible by fully researching the need being filled with your new venture.
  • 3. Develop marketing plans including full descriptions of targeted promotional campaigns with implementation timelines. You also get to examine market conditions, the nature of your customers, as well as your competitors, sales potential, and projected results of your promotional campaigns.
  • 4. Develop staffing plans including identifying the key players, skills, attitudes and expertise needed to build the venture.
  • 5. Develop management plans including full descriptions of management systems and timelines for implementation.
  • 6. Develop financial plans including projected startup costs, operating costs, revenue, profits, and break-even analysis for the first 3 to 5 years.
  • 7. Projected financial plans allow you to effectively predict upcoming problems, or prevent them. In other words, the perspective gained through your Strategic Business Plan can make a significant contribution to your company's success, and help you get the funding you require. In fact, most lending institutions and private investors will not even talk to you without a solid financial plan.
  • 8. Identify building and equipment needs including vendors and cost estimates.
  • 9. Formulate company milestones including timelines for upcoming products and services in development.

Contact our team and see the many benefits of having a Certified QuickBooks ProAdvisor on your team!

All Guides

Business Planning

A Strategic Business Plan is much more than a tool to obtain financing. If you still have all you plans and ideas locked up inside your head…

Personal Finance

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive...

Income

Use the following calculator to help determine your estimated tax liability along with your average and marginal tax rates.
Contact Us
Invalid Input

Invalid email address.

Only letters and numbers are allowed

Invalid Input

Get in Touch

 (281) 861-7718  
This email address is being protected from spambots. You need JavaScript enabled to view it. This email address is being protected from spambots. You need JavaScript enabled to view it.  
 Location

 (281) 861-7718  This email address is being protected from spambots. You need JavaScript enabled to view it. This email address is being protected from spambots. You need JavaScript enabled to view it.   Location


© 2020 Alfredo Gaxiola, CPA. All rights reserved.
Website designed by LaraNet | Expand Your Business!