Business Planning

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Need Help Getting Started?

Reach out to our team to put together a discovery call. We can help you hit the ground running!

Business Startup & Planning

Are you an entrepreneur looking to start a new business? Whether you need help putting together a business plan, financial projections, or personal financial statements, we can help walk you through these early stages.

Starting a new business can be a difficult endeavor. Set things right on day one with help from our experts here at Bennett Accounting & Tax.

Work With Us

Our team of professionals are technology-oriented. We utilize cloud software such as QuickBooks Online and Uncat to keep our bookkeeping process as straightforward for our clients as possible. All information is transfered using our secure portal to keep your information safe. 

Below are some of the tasks our team can handle to enable you to get back to the thing you do best: running your business.

Questions & Answers

Business planning is a necessity for accomplishing long-term business goals as efficiently as possible. Without a solid business plan, it can be difficult to set goals for your business, track your progress, or measure your success. Additionally, it can be difficult to determine whether your business goals are realistic or attainable without having some financial data to back it up.

With our business planning services, we can help illuminate some of these issues and develop quantifiable metrics to measure your success.

A strong business plan should include a mission statement, estimated startup costs, market analysis, a description of services, the amount of funding required, and a projection of the first few years' financial statements.

Yes. If you are looking to acquire financing and require a business plan, we can help you put one together from scratch.

Financial forecasting is an important element of business planning. Without a financial forecast, it can be difficult to create metrics to measure your progress and success. Financial forecasting is also important for developing a company budget, which will affect many short- and long-term decisions relating to cash flow, cash expenditures, and plans for expansion and growth.

Our team will help you developer and maintain a risk control matrix, which includes a breakdown of risks weighted by probability and severity. Each risk will have proposed methods of reduction apportioned to its relative placement in the index.

There are several financial ratios which can be used to assess your business's financial health. All of this begins with high quality bookkeeping to create financial statements. Common metrics we use are your company's Quick Ratio, Debt-to-Equity Ratio, and Return on Investment (ROI).

Yes. With our bookkeeping, payroll, and tax services, we are able to align your business plan with every aspect of our services. With solid bookkeeping comes the ability to analyze your actual financial data compared to your budgets and performance indicators.

Free Discovery Meeting!

We're taking on new clients!

If you’re looking for a Certified Public Accountant to provide tax preparation, bookkeeping, or payroll services, we’re here to help!

Let’s figure out if we’re a good match for one another.

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We can prepare your taxes remotely using our secure portal. If you select "individual taxes" or "business taxes", we can use this information to invite you to our secure portal and begin the preparation process. If you do not receive a response from us with in 4 days of submission, please reach out via phone or email.
Our Tax Services

More Than Just Planning

The work of our team is not just limited to planning and startup. We support businesses, trusts, and more with our bookkeeping, payroll, and tax services.

Hear What Our Clients Have to Say

Our Client Testimonials

We assist clients in a wide range of industries at different stages of their lives and businesses. Below are some of the clients our practice continues to support to this day.

It's reassuring to have such reliable and personable professionals handling my financial matters.

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Serif Krkic Owner, Zel Lifestyle Collective

Attentive, personable, honest, and truly caring about our product. I highly recommend this team!

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Lisa Petrarca-Gamido Director, The MODE

I highly recommend using this company for your tax and day to day bookkeeping services for your business.

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Adam Satterfield Owner, Royal Union Pets Co

They guided me through the whole process, and took care of me very professionally. Highly recommend.

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Youssef Barakat Owner, Sentinel Health Insurance