Strategic Business Coaching

More Than Just a Tax Return Service…
We Will “Take You By The Hand” in Every Aspect of Your Business.

Without a blueprint, it is very difficult to know what you are building. For the successful business, a Strategic Business Plan is instrumental to making sure your company has clarity of direction, a unified vision, and that all key members and employees have the proper focus on the tasks at hand.

Our Strategic Business Coaching Services help you develop the Strategic Business Plan that will assure your business moves forward and succeeds. In developing the Plan, we help you break your company down into the core components. How is the company defined? What are your products? Who are your competitors? How will the company be managed? What are the processes for ensuring financial health and approaching business risks?

You will benefit from our Strategic Business Coaching services if…

  • You are starting a new business or enterprise.
  • You are expanding a current business, or adding a new product or service to an existing business.
  • You are buying a business, product, or service.
  • You are trying to turn around a failing business.

Strategic Business Coaching will help you identify the weak spots in your Business Plan or plan for any elements that you have not previously addressed. In order to push your business to the next competitive level, you must…

  • Identify your target population, product or services, and the advantages you offer over your competitors.
  • Fully research the ways the need you have identified is currently being fulfilled.
  • Gain an understanding of the market, develop campaigns and timelines for promoting your business, and project the results of such campaigns.
  • Formulate a plan for staffing your business, including an identifying set of skills and expertise that will be required to secure the future of your business.
  • Complete management plans and systems required to run your business.
  • Outline financial necessities, including start-up costs, operating costs, income projections and analysis.
  • Identify all building and equipment needs.
  • Create timelines for all current or initial products as well as projected projects.

A solid Strategic Business Plan will not only help you to obtain financing for your business, it will help to assure that all your bases are covered as you begin or continue your venture.

Let Us Help:

Audit-Ready Basics for Sugar Land Filers

About 43 days left in “tax season.”That’s right. Only 43(ish) days to fill out those tax forms and submit them to the IRS so you can close the cover on the book of 2022.My team and I have obviously been taking care of this for our Sugar Land clients, marking hundreds...

Protecting Sugar Land People from IRS Scams

Here we are ... already February is in the rearview. And while this is certainly a less hectic tax season than the past three, it doesn’t mean things are easy. Taxes have traps for the unwary all over the place. A 400-page tax code ensures that. More...

Should Sugar Land Filers Use DIY Tax Filing Software?

Let’s dial in right away to an important question: Are you ready to knock out your 2022 tax filing? There are now less than 2 months left to do it. And while that seems like a lot of time, you and I both know, it’s really not. Here’s why: My calendar is chock...

How Sugar Land Filers Can Prepare for an IRS Audit

First off – congratulations to the Kansas City Chiefs. From all accounts, it was a pretty epic game. And, of course, there are those commercials. Many great ones, but one quick note about one of, well, “professional interest” for me.The TurboTax campaign (“Don’t...

Sugar Land 1040-Filer: How to Handle Crypto Assets on Returns

Now that we're into the first "full" week of February, things are truly heating up for us here at Britz Financial Group, at least in terms of our communication volume. And no, we aren't replying to our emails using ChatGPT ... but I wouldn't be surprised if that...

Britz’s Private Foundations as Giving Strategies

Things have certainly picked up for us here at Britz Financial Group … we can already tell that we will be quite busy from now until April .Regardless, just a little bump that it would be a very good idea to get on our calendar as soon as you’re...

What You Need for Your Sugar Land Tax Appointment

If you were watching football this weekend, you likely noticed TurboTax’s “personalized service” ads. Their timing was impeccable… if not slightly annoying – who wants to think about taxes while on the edge of your seat during a playoff game?The allure of big brand...

Paying Bills in 2023: Pam Britz’s Tips

Last week, the IRS announced the "official" beginning of the 2023 tax season – January 23. That's the date that they start accepting electronically filed returns. (Yes, some Sugar Land people really do file their taxes this early.) This is the start of the show...

4 Financial Goals Sugar Land People Can Reach in 2023

I want to help you today. With your resolutions, that is.You see, if you take a look at the most common resolutions (lose 20lbs, work out more, quit smoking, read more & watch less, etc. etc. etc.) they’re all pretty similar – you might as well get out last year's...

2023 Tax Strategies Sugar Land Taxpayers Should Make Now

Resolutions? Really?It’s kind of what you do in January — new year, new goals, new me … right?Well, as someone who’s made resolutions and failed to keep them over many years, I’m all about focusing on what I know is doable. As your Sugar Land tax pro, I’m of...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Contact Us