Illuminate Your Strategic Path
to Superior Financial Performance

CPAs Help You Illuminate Your Business' Strategic Path

Certified Public Accountants offer San Francisco business owners and key personnel a structured two-session workshop which will help you develop a strategic vision and plan for your organization.

Businesses do not plan to fail, but they fail to plan.  When owners don't have a roadmap for the success of their business, it's very difficult for them to grow and thrive.

The Illuminate Your Strategic Path initiative is a customized program composed of two face-to-face strategy sessions.

You and your business are the sole focus of the workshops that use your personal and business goals to identify your unique criteria for “financial success”.

The sessions will incorporate your financial data and your operational situation to lay out a strategic path for your professional life.

At the end of the program you will have a clear understanding of the areas in your business you should focus on to achieve superior financial performance.

Strategic Assessment -- Workshop Session 1

The initial session will explore your personal goals and the current status of your business.  Included in this half-day hands-on session will be:

• Strengths, Weaknesses, Opportunities, and Threats (SWOT) analysis
• Review of fundamentals that impact your business’ profitability by:
   
  • Identifying your ideal customer
  • Analyzing  your competitors
  • Completing a Business Wellness Checklist

Growth Analysis -- Workshop Session 2

Participants will meet for a two-hour analysis workshop one week after completing the strategic assessment. 

• Using  customer-supplied real-world financial data, the business owner and Sterck Kulik O’Neill professionals will create profit scenarios using industry-leading proprietary software tools.
• The team will discuss approaches to increasing total revenue and will select the techniques most likely to yield the greatest results for the clients business.
• Together participants will identify the  most valuable and attainable targets for operational change.  They will create an action plan for the steps most likely to result in increased profits for the business.

The completed Business Wellness Checklist will be reviewed and revised in light of the new fiscal information.

Finally, owners will leave the program with a next actions and measurement matrix so that their Illuminate Your Strategic Path work is integrated into the operational schedule of their business.

Investment

Participants will invest:

• 6 hours in one-on-one, in-office discussions
• 2 hours preparation time before each session to prepare information which will be used in the analysis discussions
• $2,499 program fee 

More Information

Please send us your contact information in the form below or phone Sterck Kulik O'Neill at 415.433.4500.