As a business owner, you need more than just a CPA. You need a partner that can help guide you through all aspects of small business ownership. As your business grows, our experienced team of professionals can provide a full range of services to help you navigate a continually evolving financial environment. We provide accurate, timely, and relevant information to help our clients make financially sound business decisions.

We focus on providing personalized business consulting and accounting services for small and medium sized businesses. We always begin by listening to our clients – both to determine what they are seeking and to gain an understanding of their business. By starting with the client, we develop a relationship that is focused on collaboration and common goals.

At our initial meeting, we’ll discuss your needs and gather information about your business and your financial goals. We’ll discuss specifics about your business, including the number of employees and details about the financial state of your business. By developing a long-term working relationship, we can help you take an informed, consistent approach to both your personal and business goals.

Whether you have an existing business or are thinking about starting a new business, we can work with you to develop a business plan that helps you meet your financial goals. A strategic business plan is a blueprint – a thorough plan that describes your company, it’s products and services, management team, financial health and more.

Preparing a strategic business plan helps you clarify your company’s direction and ensures that everyone is working toward the same goals. Having a solid business plan is essential if you’re seeking a loan or investment. Investors want to feel confident that they’ll see a return on their investment. Having a comprehensive business plan shows that you have a good handle on your business’s trajectory and a plan for success.

A strategic business plan is often needed when:

  • Starting a new business, product or service
  • Expanding a current business, product or service
  • Buying a new business
  • Turning around a declining business

For new business owners, we can help you avoid many of the pitfalls people make when starting their new venture. We can help you prepare an initial business plan to clarify your marketing, management, and financial plans. We’ll help you:

  • Determine your start-up capital needs
  • Select the right accounting software
  • Prepare a cash flow budget
  • Establish billing and collection procedures to maximize cash flow
  • Provide payroll and payroll tax-filing when you hire your first employee

Successful businesses are dynamic. As your business grows and changes, your business plan should change with it. Having an up-to-date business plan gives you a better chance of obtaining financing to keep operating or to expand your business. For investors and financiers, there is no substitute for written facts and figures in a properly prepared business plan.

Business planning is an ongoing process of setting goals, tracking your progress toward those goals, and making changes as you learn more about your customers and their needs. By regularly meeting to review your business plan, we can help you see what goals have been accomplished, what changes need to be made, and what the financial and tax implications of those changes are. At Orcutt & Company, our goal is to be an extension of your team, rather than just your accountant.

Orcutt & Company is a full-service financial solutions provider. Our comprehensive service plans are designed with the small business owner in mind. We can handle your bookkeeping, payroll, corporate and personal taxes in one office, with one point of contact. Our integrated approach is designed to ensure that we understand your personal goals and how they integrate with your business finances. Consultation is fundamental to all our business services. Through our annual review with owners, we look at tax projection, the status of the business, and more.