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Don't Let 2012 Slip Away......

When you first went into business, you had hopes and dreams about what your business should be like, how it should operate and where it would go in the future. Are those original dreams still alive? We can help you turn those dreams in to reality. We start by asking the right questions, like;

  • What’s going right and what isn't. 
  • How many hours are you spending in your business?
  • If you had unlimited access to capital - what would you do to improve your business?
  • What Key Performance Indicators do you use to monitor the health of your business?
  • What are the reasons you went into business?
  • And many more.....

 You can’t get your business to a different place by following the same road.


Personal Goal Setting the Fast Track to Results


Personal Goal Setting the Fast Track to Results

Most business owners have the majority of their personal wealth tied up in their businesses. Our Personal Goal Setter allows our team to carry out a thorough review of the personal financial position, business involvement and your quality of life.

 

We can conduct an honest and open session with you to determine:

  • Your Personal objectives
  • What you want out of their business
  • When you want to transition out

The decisions surrounding these issues often have a serious impact on the amount of wealth that an owner might extract from the business, either at the time of transition or in the years leading up to transition.

The Cobb CPA Personal Goal Setter™ process offers a diagnostic which provides clarity around these critical issues and includes a project planning tool that can be used to manage the actions, responsibilities and timelines for any initiatives identified during the review.

Annual Business Health Checkup


Annual Business Health Checkup

Our Business Diagnostic Health Checkup that we can complete for you is a thorough review of your operations and financial performance.

We obtain your financial documents like your current and historical balance sheets and income statements, we will analyze your current business environment and provide you with a report of our recommendations based on our evaluation.

The Cobb CPA business health check includes:

  • An objective view of your entire business operations
  • A constructive analysis of your business' strategic position
  • Identification of actions that should be taken to improve performance
  • A project plan for implementing the new practices

If you feel that your business is on the right track, our team has the capability to completely explore your financial position, offer new opportunities for growth and profit improvement.

If you haven't had a business diagnostic health checkup within the past calendar year, we highly recommend that you schedule a suitability interview with one of our experienced professionals.


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