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Business and Financial Planning for Business Owners


Business Planning

Whether you are starting a new business or taking your existing business into new markets, a comprehensive business plan is essential to success. Exact Accounting Staff can help you plan your short and long-term goals and strategies by determining budgets, looking at current and projected financing, performing market analysis and creating an in-depth marketing blueprint.

Financial Planning for Businesses

Exact Accounting Staff CFPs will make sure your finances are on track now and in the future. The first thing our financial planners will do is take a 360 degree look at your business and help you answer the following questions:

  • Have I set realistic financial goals for my business?
  • Where is my business right now financially?
  • Do I have a plan in place? Am I putting that plan into action?
  • Am I staying on track to meet my financial goals?

Once these questions are addressed, you and your Exact Accounting Staff CFP will work with you to improve your existing plan, or create a brand new one.

Our experts can also guide you through the development and execution of the following business finance planning essentials:

  • Investment Strategies
  • Retirement Plans
  • Loans
  • Tax Planning
  • Insurance
  • Business Continuation and Succession Plans