Soldavini & Caldwell CPA, PA.

     Is it Time for a Check Up?

Step 1. Check Up

A Check Up is a financial performance review of your company over the last 3 years. We'll ask you for the last 3 years of Profit and Loss Statements and Balance Sheets. We'll also ask for a couple of other pieces of information. Your data is always confidential. See our Privacy Policy.

When we have finished our analysis, in a few days, you will receive a Business Performance Report with Industry Comparisons for whatever industry your business is in. We will sit down together either in person or virtually using a web meeting software to discuss our finding and give you some specific recommendations for improvement for your business.

Quite often this meeting serves as a confirmation of what you may already think about your business. We've had clients tell us "it gives me peace of mind knowing that my business is on the right track" Since many business owners don't have an opportunity to dig deep into what the financial numbers are telling them about their business or if their metrics are in line with industry averages or exceeding them.

We may agree that some additional work is indicated to help your business improve and to meet your goals for your business. 

Step 2. Gold Level Success Program

Work with us for 12 months to build a better business beginning with our financial management for business program. The scope of our work with you will follow what we discover together are the critical areas of focus from our meetings with you and what is revealed by learning to "know your numbers".

We start with a business performance review and an analysis of where your business is now. Working with you to discover what your true Vision is for your company, and for yourself as a business owner, we will start to put a plan in place, step by step, addressing your most critical concerns first while we build the larger plan for you to achieve your vision.

The success of any business depends upon many factors, both internal and external. We will help you assess your strengths, weaknesses, opportunities and threats with a SWOT (Strength, Weakness, Opportunities and Threats) analysis and we'll work together with you to improve your business performance in each area.

• Financial Management

Many business owners feel out of touch with their financial metrics for a variety of reasons. Quite often, they are just too busy handling all aspects of running the business, and as long as there is cash in the bank and the bills are getting paid, they are not using their financial data to guide their business to profitability. At Advisors On Target we help you to understand and take control of the financial management of your business.

• Business Planning

Do you have a plan for your business? You may have heard the term "Failing to Plan is Planning to Fail". A business plan serves as a roadmap to where you want to go. We believe a business plan should be a living document that is updated annually and serves multiple purposes: a document that informs outside stakeholder (like your banker) that you have a solid plan and a strategy to achieve it, a vehicle to inform and guide your team about where your business is headed, and a map to guide you in decision making and action steps on an ongoing basis. We will work with you to develop a business plan or revise your existing plan that may be outdated and gathering dust in a file somewhere.

• Marketing Strategy

Quite often, business owners have a knee-jerk approach to marketing. If there are not enough leads coming in, they will "do some marketing", send out a direct mail piece, sign up for some advertising opportunity that crosses your desk just when you are feeling like you need to do something. A good marketing strategy includes identifying your target markets, creating the message that you want to get across to them, and then crafting a strategy to reach them with your message. Then you will be able to put together a marketing plan and set up marketing campaigns and tactics that give you measurable results. We'll help you get started with your marketing plan and point you to other resources when indicated from our array of professional relationships with marketing specialists. A good marketing plan includes relationship marketing with your existing customers and referral sources – often overlooked by businesses. We are specialists in relationship marketing including social media networking.

It is important for you to know that our guarantee to you is that if you are not delighted with the results, you may stop the process in any month. This will necessarily require a true partnership approach. Clearly, you will be in total control. Our role will be to help you define the actions that are required and, most importantly to keep focused on the things that you must get right.

You can reach us during normal business hours at (239) 591-4747 or click our live chat link to discuss this mater further.  Always feel free to send us your questions.