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Financial & Strategic Planning Focus

Implementing a financial and strategic planning process into your business is a key factor in success. These two processes work together to providing direction and confidence in the chosen paths. Strategic planning focuses on where the business is going and where you want it to go. Financial planning identifies the efficient allocation of resources to meet the needs of the strategic plan. Both are important factors in an overall business plan.

As a trusted advisor, we partner with business owners and key decision-makers to provide innovative services for financial accounting and reporting.

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What's Included

Get Results

In order to fully realize your company’s objectives over the short and long term, we provide you with the detail-oriented attention required to inform strategic business decisions.

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Goal Setting

Every good plan has an endgame. By identifying the ultimate goals and objectives we can start to develop the strategies to get you there.

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Financing and Feasibility

Once the goals have been established and a strategy is in developed, we turn to the financial planning to assess the feasibility, timelines, opportunities and challenges.

This provides businesses with an opportunity to review and adjust goals based on real data and numbers.

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Reassess and Adjust

As projects unfold and markets conditions change, it may be necessary to reassess and adjust course. Our team will arrange for scheduled checkpoints to discuss whether things are on course or adjustments need to be made.

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Stay on track and meet your targets

Benefits

In today’s economic climate companies are faced with volatility that can throw off even the best laid plan. Having a team such as SB Advisory looking out for challenges and opportunities allows you to focus on keeping your business running amidst turmoil.

Navigation

With clear goals established and plans to get there, businesses will be better able to navigate obstacles with a clear sense of direction. Staying proactive and addressing potential problems before they arise keep businesses on track.

Cash Flow

Ensuring revenues and expenses are aligned with budgets will prevent costly oversights, improve efficiency and offer the ability to take advantage of opportunities as they arise.

Risk Mitigation

Part of having strategic and financial plans in place include having contingency plans available to meet challenges head on. This is a proactive approach that can save money, time and resources in the long run.

Is your business heading in the right direction?

Let’s work together to make sure your finances are on the right track.

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SB Partners

FAQs

The financial planning process includes a review of the strategic plan, developing financial projections, arranging financing, contingency planning and maintenance.

Strategic plans identify where the business is going and what it wants to achieve. Financial planning provides the information required to inform what is possible with regard to resources and cash flow.

Areas Served

Our team of chartered professional accountants (CPAs) work with clients across Southern Ontario, including:

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