Relax, we make running your business easy!
You may already have a good handle on your accounting, tax or payroll, but need some extra advice in other aspects of your business. If that’s you, we are here to help advise you in running your business more efficiently and profitably.
Grow Your Business Faster and Stronger with SDA CPA + LivePlan
Financial statements are hard to read and interpret—they don’t seem like business management tools. Business owners often tell us, “I know my business. I don’t understand how the numbers can help me make better decisions.”
As a result, SDA CPA Group offers Business Advisory Services utilizing LivePlan. We offer the package in three levels – the entry level Business Insights, the most popular Business Growth and for those looking to maximize the performance of their business – the Peak Performance Package. Below are some of the highlights of each package:
You may already have a good handle on your accounting, tax or payroll, but need some extra advice in other aspects of your business. If that’s you, we are here to help advise you in running your business more efficiently and profitably.
Grow Your Business Faster and Stronger with SDA CPA + LivePlan
Financial statements are hard to read and interpret—they don’t seem like business management tools. Business owners often tell us, “I know my business. I don’t understand how the numbers can help me make better decisions.”
As a result, SDA CPA Group offers Business Advisory Services utilizing LivePlan. We offer the package in three levels – the entry level Business Insights, the most popular Business Growth and for those looking to maximize the performance of their business – the Peak Performance Package. Below are some of the highlights of each package:
Business Advisory Package Details
Select a Business Advisory Package that perfectly suits your needs from three service levels: Peak Performance, Business Growth, and Business Insights. The table below identifies the differences:
Peak Performance
Business Growth
Business Insights
Initial assessment and set up
Goal analysis
1-year sales forecast
Financial Dashboard
Benchmark metrics for your business
Client communications and document transmittal with QBO Client Requests and Financial Cents Client Tasks
Unlimited advice on business advisory matters
Business summary web page
Summary management reporting
Financial systems health check
The Lean Plan
Measuring the things that really matter
1-year full financial forecast
Full periodic management reporting
Business review meeting
Access to cloud-based reporting platform
3-year financial plan
Rolling cash flow and profit forecasts
Financial scenarios based on need
Prioritized strategic action plan
Accountability program—your business coach
Business Advisory Package Details & Add-ons
Download the PDF below to see even more information about our Business Advisory Packages as well as popular add-ons. Select a Business Advisory Package that perfectly suits your needs from three service levels: Peak Performance, Business Growth, and Business Insights.
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