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STRATEGIC PLANNING

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Our Approach

A strategic business plan helps you clarify your company’s direction, ensures your key leaders are all on the same page, and keeps both management and staff focused on the tasks at hand.

Our Outsourced Accounting team can take on the CFO/Controller/Treasurer role for your business and provide a range of strategic planning services that focus on attacking a broad range of financial issues—ideally in combination with cloud-based solutions provided through our partnership with NetSuite to maximize best practices, internal controls, and efficiencies.

Our plan includes:

  • Develop financial plans including projected startup costs, operating costs, revenue, profits, and break-even analysis for the first 3 to 5 years.
  • Projected financial plans allow you to effectively predict upcoming problems, or prevent them and can make a significant contribution to your company’s success and transformation, helping you get the funding you require.

Why SD Mayer

With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer is transforming the nature of client service in the accounting industry. For our business clients, we are your trusted advisor, providing actionable insights to solve today’s business issues and strategize for future growth. For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning. Whatever life stage you or your business are in, SD Mayer will have your back as your trusted advisor.

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