Strategic Planning Consulting in St. Louis

As our valued client, we get to know you and your business. Our plan includes strategies to minimize taxes, as well as identify present and future issues. We help new businesses get started with the right taxable entity, and help existing ones change entity type. We will then help you use it in a tax-efficient manner.

Once the financial statement process is complete, we can use that information for strategic business planning, tax preparation, or more specific areas such as a succession plan.

We review business receipts and compare them to past years and the current industry. We then analyze expenses by each category for prior-year comparison, the industry standard in total, and as a percentage of receipts. We can assist in multiple ways to reduce expenses, from providing data on employment, to referrals for better service and product providers.