Can Your CPA Be a Strategic Consultant? Yes!


Osprey taking aim

Do You Need a Strategic Business Plan?

I want to address how your tax professional can become a strategic consultant in your business for today’s post.

Can Your CPA be a Strategic Consultant?

Before we branch out, let’s address some of the assumed ways a tax pro can help you strategically. We are thoroughly prepared to keep your eyes on the horizon to look for future tax-planning advantages. If you are planning to add staff, equipment, marketing, or other business investments, we can advise you on how to minimize your tax burden, which will maximize your profit. However, aside from straight tax issues, there are other strategic business services with which a tax professional can help.

We Have the Tools

Accountants frequently use forecasting tools when doing financial analyses that may help you stay informed. Most accountants are well-read concerning historical trends that may aid you in maximizing your financial future.

We Have the Ability

Most entrepreneurs are very optimistic people. A good CPA will be a great partner to help make sure any risks are well calculated. Fast growth or new ventures would be perfect topics upon which to consult your accountant. If you find yourself in uncertain waters, your accountant will have the forecasting abilities to help you make the best decision. Having someone on your team that can see unforeseen consequences of potential choices is invaluable.

We Have Connections

Finally, your accountant works with businesses professionals in most fields in your area. Every week, they engage in conversations about the current market conditions and problems common to everyone. You may be the expert on your particular niche, but your CPA has high-level discussions with experts from almost every corner of your marketplace.

You know all the forces changing in your industry. Your tax professional has their finger on the elements of business that never change.

Let Me Be Your Strategic Consultant

In conclusion, if you have some strategic concerns that you would like a fresh perspective on, please call me. I can help you create a business plan and would be honored to act as a consultant for your business as well as your taxes.