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Strategic Business Planning

Building a Guide to Your Successful Business

The most important document an entrepreneur can create is a business plan. A good plan helps guide the direction of the company's first several years in business and gives potential investors an idea of the company structure, and future goals. It is a document that is referred to often and needs updating on a quarterly or yearly basis.

Regardless of your company’s age, size, or industry, a solid business plan is essential to success. You may have a vision for your business in your mind but nailing that vision down into concrete details requires many different skills.

Learn how we can build a custom business plan for you by scheduling a consultation today!

Call Us: (585) 249-9330 Get Your Consultation

Entity Selection and New Business Formation

We understand why people choose to launch or sell a business. Our CPAs offer tailored guidance to give you the support you need and advice to help you avoid the pitfalls that lead to failure. Your success is our success, and our level-headed approach to business advisory keeps you on the right path.

Naturally, these discussions include choosing the right entity for your business and tax needs. Roth and Associates Accounting for Small Businesses, Inc. knows how each entity operates and can help you choose the right one. Whether you need the pass-through status of a partnership or the limited liability protections of an LLC, we find the right structure for you and your goals.  

What to Expect from Our Business Planning Services

We help you build a strategic plan that emphasizes the strengths and unique properties of your company. We evaluate your current operations and future objectives to determine which techniques will help you bridge the gap between the two. Our plans include concrete, reliable, figures and data that can be used to ensure that everyone is on the same page.

Building the plan is only half of the service we provide. We work with you to evaluate ongoing success over time and adapt the plan where necessary, so you stay on target for your goals.

Updating Plans for an Uncertain Future

strategic business planning in Rochester

Every plan starts with your company’s current situation and projections for the future. However, these circumstances can change easily, and if your strategies for growth are not able to adapt, they stop being effective.

At Roth and Associates Accounting for Small Businesses, Inc. we carefully assess your plans to determine the best way to keep them current. Times may change, but with our guidance, your strategies will stay flexible and sustainable.

A strategic plan does more than help you make projections for the future; it also helps you measure success in the present. By comparing your short-term goals at various stages throughout the plan, you can evaluate how well your company is following the plan and whether certain areas of your business need extra attention or a redirect. It also tells you what your business is doing well, so you can put your efforts into the areas likely to give you greater success.

Take the Right Steps Toward Success

We’re ready to help your business build a proposal for growth. Our support lets small and medium businesses make it through difficult times and reach their goals. If you’re ready to take your business to the next level, schedule a consultation with Roth and Associates Accounting for Small Businesses, Inc. today.

Call Us: (585) 249-9330 Get Your Consultation

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We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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