Strategic
Business Coaching

More Than Just a Tax Return Service…
We Will “Take You By The Hand” in Every Aspect of Your Business.

Without a blueprint, it is very difficult to know what you are building. For the successful business, a Strategic Business Plan is instrumental to making sure your company has clarity of direction, a unified vision, and that all key members and employees have the proper focus on the tasks at hand.

Our Strategic Business Coaching Services help you develop the Strategic Business Plan that will assure your business moves forward and succeeds. In developing the Plan, we help you break your company down into the core components. How is the company defined? What are your products? Who are your competitors? How will the company be managed? What are the processes for ensuring financial health and approaching business risks?

You will benefit from our Strategic Business Coaching services if…

  • You are starting a new business or enterprise.
  • You are expanding a current business, or adding a new product or service to an existing business.
  • You are buying a business, product, or service.
  • You are trying to turn around a failing business.

Strategic Business Coaching will help you identify the weak spots in your Business Plan or plan for any elements that you have not previously addressed. In order to push your business to the next competitive level, you must…

  • Identify your target population, product or services, and the advantages you offer over your competitors.
  • Fully research the ways the need you have identified is currently being fulfilled.
  • Gain an understanding of the market, develop campaigns and timelines for promoting your business, and project the results of such campaigns.
  • Formulate a plan for staffing your business, including an identifying set of skills and expertise that will be required to secure the future of your business.
  • Complete management plans and systems required to run your business.
  • Outline financial necessities, including start-up costs, operating costs, income projections and analysis.
  • Identify all building and equipment needs.
  • Create timelines for all current or initial products as well as projected projects.

A solid Strategic Business Plan will not only help you to obtain financing for your business, it will help to assure that all your bases are covered as you begin or continue your venture.

Ready to come in for an appointment?

Our schedule is very full…but if you call us at (626) 357-9703 or email us we’ll give you two options for coming in right away! We will NOT make dealing with a tax professional as painful as it’s been in the past!

My Sierra Madre Small Business Health Quiz (Part 1)

Last week, when I wrote my message to our Sierra Madre business clients, the biggest news was the second round of the PPP, and that expenses covered under the first round of it would be tax deductible.Has anything happened since then?Goodness, even just the "mere"...

Provisions of the Second Coronavirus Relief Bill That Affect Sierra Madre Small Businesses

Wow, does it ever feel good to have turned the page on 2020. This first "working week" is when I finally began to feel the newness of it all.Yes, it's "just a date" on a Gregorian calendar, but ...2021 holds great promise for our Los Angeles County business clients....

Ultra Last Minute Tax Moves for Sierra Madre Businesses

It's going to take us many weeks to digest everything in this massive omnibus of a relief bill that the President signed on Sunday night.And with year-end barrelling at us (2021 is on FRIDAY), it's unlikely that we will be able to make substantive action on your...

Rodney Ross’ Annual Holiday Prayer

Well, Congress seems to have heard the cries of the huddled masses of SMB's around the country, and more PPP funding is (seemingly) on the way.Details aren't finalized yet as of this writing, so I will have more to say on these matters in future weeks.Even these early...

Ross’ Guide To Getting Tasks Done

Maybe I'm writing this today because we're very much feeling the end-of-year crunch here at Team Ross & Associates Accountancy Corp.Really, we only have a few business days left before 2020 is in the rearview. Yes, my heart wants that to happen YESTERDAY, but my...

Delayed Gratification: Staying Focused to Get Ahead (Later) in Sierra Madre

For sports fans, that was quite a run last week. The NHL crowned its champion (and the nation's capital seemed like it was one massive street party for the weekend), the rest of the NBA conceded to the Golden State Warriors, and we witnessed another Triple Crown in...

Focus Training For Folks In Sierra Madre

Now that we're into June, it really does feel like summer is here. The air conditioning kicks in, the days are hotter ... and, if you're like me, "focus" becomes something I have to set myself towards. It doesn't just "happen" -- especially when the days are hot. It...

Instilling Financial Literacy For Kids In Sierra Madre

Memorial Day weekend can often feel a little disjointed. There we are with our burgers, our pools, our picnics -- all while we are supposedly remembering the sacrifice of so many thousands who laid down their lives in the line of duty for this country, and for the...

How To Manage Money For Sierra Madre Millennials

I'll tell you what... The month of May is beginning to look a lot like December. Definitely not because it's cold out there, but with so much "end of school year" stuff happening these days, from graduation parties (ranging from pre-k "graduations" all the way up...

Rodney Ross’s Three Tips For Resisting Financial Process Automation

Did you see Google's demonstration of their new virtual assistant technology, Duplex, last week? If you did, like me, probably you were both amazed ... and a little bit terrified of the implications. Essentially, Google is close to figuring out how to make it so that...