Planning from real numbers
Business planning, forecasting and consulting services, built on books that are reconciled every month and accurate.
Services • Business Planning
Planning for what the next year needs to look like.
Business planning services for owners in Newark, Granville, Mount Vernon and across Licking and Knox County, Ohio, who are deciding what the next year needs to look like.
What it covers
Business Planning.
Ready for lenders
If a loan is part of the plan, we prepare the proper financial statements and relevant materials so that you are ready when the need arises.
Tax consequences included
Because tax advisory is handled in-house, the tax side of a plan, such as entity structure or the timing of a purchase, can be part of the same conversation.
Questions
Common questions about business planning.
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What does business planning involve?
Business planning services for owners deciding what the next year needs to look like, alongside our forecasting and consulting services.
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Can you help us prepare for getting a business loan?
Yes. We prepare the proper financial statements and relevant materials so that you are ready when that need arises.
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Can tax planning be part of the plan?
Yes. Tax advisory covers entity structure, owner compensation, estimated payments, depreciation timing and the tax consequences of a purchase you are weighing, before the year closes.
Reviews
The work, described by the people who paid for it.
We own a small business with 3 locations in Columbus and Cincinnati. Ken has been a tremendous help to us for over a year. He meets with us on a regular basis to go over the books and provide input.
"Wonderful addition to our business, always thought we could do it ourselves and while we probably could we found great efficiencies and advice in bringing Ken in to assist. Very professional and extreme asset to our business. Should have brought him in much sooner."
I TRUST KEN AND HIS TEAM WITH BOTH MY BUISNESSES AND YOU SHOULD TOO ! HE ALWAYS HAS TIME TO SIT AND EXPLAIN THE BEST SOLUTION TO ANY PROBLEMS YOUR BUISNESS MAY FACE.
Where we work
An office in Newark, delivered wherever you are.
- Office
- 14 North Park Place, Newark, OH 43055 Monday to Friday 8:00 AM to 6:00 PM, Saturday 8:00 AM to 2:00 PM.
- Areas
- Newark, Granville, Mount Vernon, Licking County, Knox County
Not sure which of these you need?
That is what the free consultation is for. Tell us where things stand and we will tell you honestly what it would take to get your bookkeeping, payroll and tax support where it needs to be.
Work is delivered remotely through QuickBooks Online, so whether you are in Newark, Granville, Mount Vernon or somewhere else entirely, distance is not a constraint.
Books you can finally make decisions from.
Converting to QuickBooks Online is simple and free, and a monthly subscription is included in our price. Start with a conversation.