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…

9

You are starting a new business or enterprise.

9

You are expanding a current business, or adding a new product or service to an existing business.

9

You are buying a business, product, or service.

9

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…

9

Identify your target population, product or services, and the advantages you offer over your competitors.

9

Fully research the ways the need you have identified is currently being fulfilled.

9

Gain an understanding of the market, develop campaigns and timelines for promoting your business, and project the results of such campaigns.

9

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.

9

Complete management plans and systems required to run your business.

9

Outline financial necessities, including start-up costs, operating costs, income projections and analysis.

9

Identify all building and equipment needs.

9

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.

Let Us Help:

Using KPIs For Your Baltimore Business

Being able to reasonably forecast upcoming problems has become an essential skill for Baltimore business owners -- but too many are flying blind, or doing "bank balance accounting." Can we help you fix this? Using KPIs For Your Baltimore Business "It is common sense...

Are Your Baltimore Business’s Receivables Slowing Down?

One of my favorite things about what we get to do around here is helping our Baltimore clients find "missing money" in their businesses. Whether it's through cost reductions, profit analysis, tax planning (LOTS of money can be saved there), or other means, what we are...

Use These Financial Reports For Business Decisions By P. Delatado, CPA

How do you make financial decisions for your Baltimore business? Do you set aside time to review your actual financial reports, or are you committing "bank balance bookkeeping"? You know what I mean: checking your business bank account daily as a measurement of your...

Struggling Baltimore Businesses: Careful With Price Reductions

If you're struggling in your Baltimore business, tempted to do some price reductions to drum up sales, and not getting the traction you need... I have a quick thought for you today. Struggling Baltimore Businesses: Careful With Price Reductions “Despite your best...

Developing Accountability In Your Baltimore Business

Before we get to talking about accountability in your Baltimore business... During the first Super Bowl that Tom Brady won (with the Patriots), these were some of the companies who advertised (hat tip to Jon Erlichman of Bloomberg): AOL Blockbuster Radio Shack Circuit...

P. Delatado, CPA’s Top 5 List of Potentially Fatal Business Mistakes

There is a difference between income and wealth. Tax returns aren't about wealth -- they're about "income", and how that is defined. Business owners and real estate investors have access to powerful tax advantages that wage earners do not ... and wage-earners probably...

Passing Down Your Baltimore Family Business

If we've learned anything from 2020, it's that our best-laid plans don't always turn out. As the great philosopher, Mike Tyson once said: Everyone has a plan until they get punched in the face. What is your plan for exiting your Baltimore family business? You need to...

A Few Winning Tips for Controlling Costs in Baltimore Businesses

So ... I'm not sure if you knew this. Apparently, running a business is expensive. And controlling costs can be daunting. But despite whatever you might see from those gurus who are posing by their Lamborghinis in the Facebook ads ... even the leanest Baltimore...

P. Delatado, CPA’s Thoughts on Reimbursement vs Company Cards

If you'll forgive me, I'm going to get pretty geeky today. You probably didn't realize that there are actual pros and cons to expense reimbursement for employees, etc., or using a company cc. Oh, my Baltimore readers, I'm going to take you down a little rabbit hole...

Financial Documentation Strategies for Baltimore Taxpayers

Ah, the wonders of financial documentation... Today’s topic has the benefit of ensuring your Baltimore "financial fortress" is as airtight as it can possibly be, which has its own advantages. Financial Documentation Strategies For Baltimore Taxpayers "You get older...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!