Many young businesses lose sight of their goals, once they become bogged down with working in the business. Bill Morgan, my CPA at Morgan & Morgan, and I have collaborated to help clients to:
- Prosper and grow (develop long-term potential)
- Build the business as an asset (strengthen Balance Sheet)
Morgan & Morgan CPA’s Seven Step Turnaround Process
- Organize accounting information
- Identify profit centers
- Analyze Balance Sheet for liquidating accounts
- Bring business into tax compliance (payroll, sales)
- Analyze risk of other liabilities
- Plan for growth (marketing and staffing)
- Commit to growth (time and money)
My involvement brings accounting steps 2, 6 and 7 into alignment with marketing and sales plans and inspires excitement from the vision statement of the owners. Most larger and already successful enterprises have this in their cultures. The young firm needs to develop this structure. Together, we formalize:
- Strategic marketing plan
- Positioning by buyer persona matrix
- Unique selling proposition based on the vision statement
- Written personal marketing plan for all customer-facing staff
- Marketing communications plan with event/editorial schedule
- How to measure and track success
As clients develop their capabilities, the more successful they become in the marketplace. Many often increase results before the year is up. Others need to ramp up and learn how to apply themselves. Should you need help with your marketing planning, content development or alignment with marketing and sales, contact us
