Strategic and Business Planning

Has your current accountant invited you into their office for a strategic planning day in their office, only for you to leave with a large bill, a confusing document that you have never looked at again, and a fancy lunch that your accountant seemed to eat more of, but you somehow got billed for? We’ve talked with many clients where this has been a reality. Planning is an ongoing and repetitive process, and we can guide you through this often confusing process. We’ll never write a plan for you, but we will help you create a document that is yours!