Financial Planning for Entrepreneurs and Business Owners
Working with LookAhead has transformed the way we see our business…We’ve been able to plan our growth with purpose and confidence like never before. We are on track to the best year in our 16 years in business.
Plan for success
Business and financial planning is a crucial step for new and established businesses. It can also be exhausting and time-consuming—but you don’t have to do it alone.
We take the time to understand your needs, expectations, and goals as a business owner. Then guide you through setting milestones, developing a starting budget, and creating your first financial projections.
We’ll use these foundational pieces to track objectives, measure performance, and make critical adjustments moving forward.
Get a clear view of how your business is doing
Knowing your business means knowing your numbers. That shouldn’t require spending hours every month digging through financial statements to determine what needs your attention.
Leave that work to us and confidently know exactly what your financial outlook will be. We’ll review your financials, compare them against the previous month’s performance, forecast, and industry benchmarks, and present you with a streamlined financial report.
More importantly, we walk through this report and explain:
- Changes in key numbers
- Progression toward sales goals
- The health of your cash position
- Deviations from your current plan
Make quick and confident business decisions
Even when you know your numbers, taking action can be challenging (and stressful). What will the impact be if you hire a new employee, increase your salary, or take on a business loan?
We can help you answer millions of big and small questions, just like these, about your business.
We’ll look ahead at your cash and profit up to two years into the future, create unique scenarios where you don’t make specific decisions, and even help you plan for when things don’t quite go to plan.
We’ll look at these results, determine what actions will most likely support your goals, and ultimately help you feel confident in your day-to-day decisions.
Never worry about your books again
Imagine a smooth and error-free accounting process that takes you out of the equation and allows you more time to focus on your business. Well, we don’t just look ahead at your financial future, we also ensure your current financial records are up-to-date and compliant with relevant regulations.
From reconciling bank statements to preparing detailed financial reports—our team of accountants and CPAs are fully equipped to handle all your accounting and tax preparation needs.
They also actively participate in our monthly financial analysis and can provide personalized tax strategies to push you closer to achieving your goals.
Increase your income and reduce risk
As a small business owner a sizable portion of your net worth is likely tied to your business. Your business decisions and performance carry even more weight—and opportunity to build long-term wealth.
Our wealth management specialists work with you to strategically coordinate business decisions that improve profitability and elevate your financial well-being. We’ll identify advantages and minimize potential risks through:
- Executive compensation
- Employee benefits
- Tax planning
- Retirement and estate planning
SERVICES
Available Services for Business Owners
- Audits
- Preparation and filing
- Strategy
- Financial statement preparation
- Account reconciliation
- Monthly reporting
- Business plan creation
- Financial forecasting and scenario analysis
- Business strategy consultation
- Investment management
- Retirement planning
(Chief Financial Officer)
Our team of CPAs, executive leadership consultants, and long-term wealth advisors integrate within your organization for a cost-effective (but equally powerful) alternative to a full-time CFO.
