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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:

Business Advice

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 Advice

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

Business Advice
Business Advice
Business Advice

Goal analysis

Business Advice
Business Advice
Business Advice

1-year sales forecast

Business Advice
Business Advice
Business Advice

Financial Dashboard

Business Advice
Business Advice
Business Advice

Benchmark metrics for your business

Business Advice
Business Advice
Business Advice

Client communications and document transmittal with QBO Client Requests and Financial Cents Client Tasks

Business Advice
Business Advice
Business Advice

Unlimited advice on business advisory matters

Business Advice
Business Advice
Business Advice

Business summary web page

Business Advice
Business Advice
Business Advice

Summary management reporting

Business Advice
Business Advice
Business Advice

Financial systems health check

Business Advice
Business Advice
Business Advice

The Lean Plan

Business Advice
Business Advice
Business Advice

Measuring the things that really matter

Business Advice
Business Advice
Business Advice

1-year full financial forecast

Business Advice
Business Advice
Business Advice

Full periodic management reporting

Business Advice
Business Advice
Business Advice

Business review meeting

Business Advice
Business Advice
Business Advice

Access to cloud-based reporting platform

Business Advice
Business Advice
Business Advice

3-year financial plan

Business Advice
Business Advice
Business Advice

Rolling cash flow and profit forecasts

Business Advice
Business Advice
Business Advice

Financial scenarios based on need

Business Advice
Business Advice
Business Advice

Prioritized strategic action plan

Business Advice
Business Advice
Business Advice

Accountability program—your business coach

Business Advice
Business Advice
Business Advice

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.

We can’t wait to make accounting easy for you too!

Ready to schedule an initial discovery meeting with Stanley to discuss whether or not SDA CPA would be a good fit? Click the “Get a Quote” button below to send us an email or choose a meeting time. Would you rather talk to us directly? Call us today!

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