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?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

1099 Filing Guide & Deadlines for Edmond, OK Businesses

1099 Reporting Requirements and the Penalties Associated with Noncompliance: An Edmond, OK CPA Firm's Guide As a trusted Edmond, OK CPA firm, Roger Ely CPA understands how crucial it is for businesses to comply with 1099 reporting requirements. Every corporation,...

Ensure 1099 Compliance & Avoid Penalties in Seminole, OK

1099 Reporting Requirements and the Penalties Associated with Noncompliance: A Seminole, OK CPA Firm's Guide As a trusted Seminole, OK CPA firm, Roger Ely CPA understands how crucial it is for businesses to comply with 1099 reporting requirements. Every corporation,...

Tax Recapture: What Small Business Owners Need to Know

When it comes to tax matters, small business owners face numerous challenges and opportunities to optimize their financial operations. One critical yet often overlooked aspect is tax recapture, a process that can have significant tax implications. Whether you’re...

How the 2025 Social Security Increase Impacts Taxes

Social Security Increases and Their Effect on Taxes: What You Need to Know in 2025   With Social Security benefits set to increase by 2.5% in 2025, it’s a good time to examine how these adjustments might impact your taxes and what strategies can help maximize...

How to Find the Best CPA Accounting Firm in Edmond, OK

  Selecting a CPA accounting firm in Edmond, OK is one of the most crucial decisions a small business owner can make. An experienced CPA can manage essential financial tasks, from filing taxes accurately to providing critical insights that drive growth and...

Ensure BOI Compliance: Beneficial Ownership Info for Business Owners

In 2024, the U.S. government introduced a new reporting requirement for businesses called Beneficial Ownership Information (BOI), as part of the Corporate Transparency Act. This measure, enforced by the Financial Crimes Enforcement Network (FinCEN), requires certain...

Master Financial Statements for Small Business Owners: A Guide

Financial Statements for Small Business Owners: A Comprehensive Guide   As a small business owner, understanding your company’s financial health is critical to success. While financial statements may seem complex at first, they provide a wealth of information...

Tax Deadline Oct 16: CPA Services & Tax Preparation in Edmond, OK

Tax Deadline Reminder: October 16 is Approaching! Make Sure You File On Time   If you didn’t file your taxes in April, the October 16 deadline is right around the corner. Whether you're an individual or a business owner, it's crucial to file your tax return by...

Finding the Best CPA for Small Businesses in Edmond, OK

When it comes to running a small business in Edmond, OK, one of the most crucial decisions you will make is choosing the right Certified Public Accountant (CPA). A qualified CPA offers more than just tax preparation—they can provide a range of essential services such...

Sept 15 Tax Deadline Help: Tips from Roger Ely CPA

Several key tax deadlines fall on September 15, affecting various taxpayers: 1. Estimated Tax Payments for Individuals and Corporations: The third installment of estimated tax payments for the 2024 tax year is due. This applies to individuals and corporations who expect to owe taxes of $1,000 or more when their return is filed.