YEAR-END REVIEW x PlANNING

What is a strategic planning session?

Many business owners think the accounting system is nothing more but a small piece of process on the financial side of the business. They couldn't be more wrong. The accounting system is closely bound up with your entire operation: Sales and marketing, Production, Management. It's all related. Check out the video and see how they tie together in your business.

What are the 5 steps in strategic planning?

01 Financial Analysis

This preparation phase sets the stage for all work going forward. This is a necessary step to establish a solid foundation for our planning session. Numbers don't lie. Our team will do a thorough assessment of how well you are doing in the past year, where you are at financially, and identifying opportunities and obstacles for the new year.

02 Prioritize Your Goal

Once we've identified our current position, we can prioritize our goals using priority star technique, and further break down your goals into activity and result goals to track the progress on a daily/weekly basis.

03 Develop a Strategic Roadmap

The next step is where we take everything we've got so far and turned them into a series of action steps. Through the process, we will work as your CFO ask/answer questions you might have to help develop a roadmap to work from the top-down.

What is a strategic planning session?

Up to 70% of startups scale up too early, and lack focuses on what matters to their business. They end up getting out of the business. Our strategic planning session has helped 300+ businesses lock down a direction by assessing where you are at financially and where you're heading.

What are the 5 steps in strategic planning?

01 Financial Analysis

This preparation phase sets the stage for all work going forward. This is a necessary step to establish a solid foundation for our planning session. Numbers don't lie. Our team will do a thorough assessment of how well you are doing in the past year, where you are at financially, and identifying opportunities and obstacles for the new year.

02 Prioritize Your Goal

Once we've identified our current position, we can prioritize our goals using priority star technique, and further break down your goals into activity and result goals to track the progress on a daily/weekly basis.

03 Develop a Strategic Roadmap

The next step is where we take everything we've got so far and turned them into a series of action steps. Through the process, we will work as your CFO ask/answer questions you might have to help develop a roadmap to work from the top-down.

What is a strategic planning session?

What are the 5 steps in strategic planning?

01 Financial Analysis

This preparation phase sets the stage for all work going forward. This is a necessary step to establish a solid foundation for our planning session. Numbers don't lie. Our team will do a thorough assessment of how well you are doing in the past year, where you are at financially, and identifying opportunities and obstacles for the new year.

02 Prioritize your goal

Once we've identified our current position, we can prioritize our goals using priority star technique, and further break down your goals into activity and result goals to track the progress on a daily/weekly basis.

03 Develop a strategic roadmap

The next step is where we take everything we've got so far and turned them into a series of action steps. Through the process, we will work as your CFO ask/answer questions you might have to help develop a roadmap to work from the top-down.

Ready to Dive into The Sky?

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YEAR-END REVIEW x PlANNING

What is a strategic planning session?

What are the 5 steps in strategic planning?

01

Financial Analysis

02

Prioritize Your Goal

Once we've identified our current position, we can prioritize our goals using priority star technique, and further break down your goals into activity and result goals to track the progress on a daily/weekly basis.

03

Develop a Strategic Roadmap

The next step is where we take everything we've got so far and turned them into a series of action steps. Through the process, we will work as your CFO ask/answer questions you might have to help develop a roadmap to work from the top-down.

What is a strategic planning session?

What are the 5 steps in strategic planning?

01

Financial Analysis

02

Prioritize Your Goal

Once we've identified our current position, we can prioritize our goals using priority star technique, and further break down your goals into activity and result goals to track the progress on a daily/weekly basis.

03

Develop a Strategic Roadmap

The next step is where we take everything we've got so far and turned them into a series of action steps. Through the process, we will work as your CFO ask/answer questions you might have to help develop a roadmap to work from the top-down.

What is a strategic planning session?

What are the 5 steps in strategic planning?

01

Financial Analysis

02

Prioritize your goal

Once we've identified our current position, we can prioritize our goals using priority star technique, and further break down your goals into activity and result goals to track the progress on a daily/weekly basis.

03

Develop a strategic roadmap

The next step is where we take everything we've got so far and turned them into a series of action steps. Through the process, we will work as your CFO ask/answer questions you might have to help develop a roadmap to work from the top-down.

Ready to Dive into The Sky?

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