Clark and Anderson, P.A. can help you formulate your business goals and objectives and create a plan to achieve them. In the business planning process, we can assist you with organizational structure, developing plans for managing growth, debt management techniques, projecting capital requirements, and more. We will work with you in the preparation of budgets, projections, and financial forecasts. We can also assist you with your internal accounting software to generate financial statements for decision-making. This process can consist of, but is not limited to the following:

  • Planning day: business development and strategy session
  • Cash flow and forecasts
  • Improving workflow
  • Budgeting
  • Personal goal-setting sessions