Strategic Business Planning

Helping Your Small Business Thrive with Strategic Business Planning in Tucson

As an aspiring entrepreneur, having a clear set of goals and well-established business plan can help you overcome the many challenges that come with owning a company. Experience can streamline this process and get you on the right track towards a thriving future.

At Robert V. Ramirez CPA, PLLC, we welcome the opportunity to help your small business develop and implement an effective plan that can help the long-term success of your company.

Robert offers over 25 years of first-hand experience as a small business owner himself, providing valuable support and practical guidance that is personalized to your needs. When constructing your strategic business plan, he takes the time to walk you through every step while getting to know you and your business. 

Developing a Clear Path for Your Business

During the initial stage of planning, Robert conducts a consultation for separating personal and professional goals. If you want to expand your company to new territories or open in a new location, he works with you to prioritize your business aspirations. With a defined plan of action, it becomes much easier to see the potential for growth.

The business planning services of our Tucson CPA includes helping you develop a budget and creating your business description and executive summary. He also helps create marketing strategies using analysis of your competitors to understand how you can improve your customer reach. Each document Robert develops outlines your business plan and gives you a clear overview of your company.

Protecting You Against the Unexpected 

Our firm can help you stay up to date on the ever-changing market, and better prepare you for both expected and unforeseen challenges. We assist you in expanding your assets, protecting any personal shares in the company, and defending profits from changes in your market.

Constantly changing tax policies, consumer trends, and even unfavorable weather can impact cash flow, but with a secure plan in place, your business can successfully endure change. Our business plans also include cost-management strategies if expenses increase or if issues such as audits disturb your focus on running your business.

Planning for Your Legacy

Retirement and succession are two considerations you as a business owner must include in your plan. Because these areas combine personal and professional goals, your exit strategy is much easier to implement when you rely on our firm. Robert works with you to establish estate and retirement strategies that best suit your lifestyle with the primary goal of protecting your hard-earned income and assets.

When the time comes for you to sell or pass on your business, a well-establish exit strategy developed by our CPA will make sure you receive what’s owed to you. Robert also determines the valuation and sale process, helping further protect the best interests of your company and employees.

The Success of Your Small Business is Our Success

Our firm wants to help your business thrive without compromising the idea you first envisioned it to be. For personal attention and strategic experience in Northwest Tucson, Oro Valley, and Marana call Robert V. Ramirez CPA, PLLC today!

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At Robert V. Ramirez CPA, PLLC, we've been serving the accounting needs of Tucson, AZ and the surrounding areas for years. If you need help managing any aspect of your home or business's finances, we want to hear from you.

Please fill out this form and let us know how we can be of service. We will happily offer you a FREE initial consultation to determine how we can best serve you.

Thank you for visiting. We look forward to working together!

Robert V. Ramirez CPA, PLLC

5671 North Oracle Suite 1104,
Tucson, AZ 85704
T: (520) 815-5000
F: (520) 815-6000

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