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Solutions from Outsourced CFO Solutions

Roseville, CA, Strategic Business Planners

As most entrepreneurs know, owning and running a successful business requires ongoing care and attention. What many business owners fail to do is create a strategic plan for business growth in Roseville, CA. 

It is important to have a business strategy when you begin your company. However, it is equally important to have ongoing plans for how your company will grow and evolve. If you execute the former without the latter, you will likely find yourself stuck on a plateau after your business becomes established. 

If you feel as though your company has lost its drive and direction, or if you wish to grow your business, it is time to create a business strategy. With the help of our qualified business, tax, and financial professionals, you and your business can move forward with purpose.

Outsourced CFO Solutions, Inc.: Your Roseville, CA, Strategic Business Planners

Deciding where to go next with your business can be challenging. With so many details to consider, many business owners feel stuck and helpless to change their situation. Our team at Outsourced CFO Solutions, Inc. is here to help. 

With over 60 years of combined experience, our team offers reliable, informed business plans to all our customers. When you work with us, you have access to comprehensive information about your business’s tax and financial situations. You also have the benefit of professional suggestions about where to go next. Our team can collaborate with you and with each other to develop a business plan. This plan can be tailored to meet your goals and is scalable to your needs.

If you know what your goals are, but are having difficulty executing them, we can identify issues that may be preventing your company from moving forward. All companies encounter roadblocks. Outsourced CFO Solutions, Inc. is here to help you overcome yours.

What Is Strategic Business Planning?

Strategic business planning is a process by which a business identifies its objectives, goals, and direction. It then creates a system to achieve them. Although this sounds straightforward, in reality, it can be very complicated. In many cases, there are multiple ways to achieve the same objective. 

A strategic business planner helps businesses create a clear plan for their goals. Taking finances, taxes, and company values into account, your strategic business planner can work with you to create a personalized business plan that works for your company. The strategies that work for you will be different from the ones that work for other businesses, industries, and executives.

Strategic Business Planning (under CFO Services)

Some companies utilize strategic business planning to grow their operations. Others hire strategic business planners to help them overcome obstacles with creative solutions. If your business feels stagnant or directionless, it is time to speak with a strategic business planner.

Why Hire a Strategic Business Planner?

Some companies attempt to create their own business plan with in-house employees and executives. Although this can work in some scenarios, in most situations, it is beneficial to have an outside perspective. A fresh pair of eyes can reinvigorate the planning process and help the leadership team brainstorm new ideas. 

Strategic business planners, such as our team at Outsourced CFO Solutions, Inc., are highly trained in important areas of the business world. Our executives have experience in tax strategies and financial planning. They can offer insight into how your business plan will work economically. This alternative perspective can help create a more reliable and well-rounded business plan that is effective long term.

When it is time to move forward into a new era of your company, you must use new resources to do so. A strategic business planner is a fantastic option to help your company achieve its goals.


Q: What Are the 5 Steps in Strategic Planning? 

A: Good strategic planning uses these five steps:

  1. Research. Your plan should be rooted in facts, not conjecture.
  2. Alignment and visioning. Tailor the information from your research to fit your unique objectives.
  3. Detailed planning.
  4. Governance and management. Get your management team trained and onboard.
  5. Accountability. Check in with how your plan is working in real time and adjust as needed.

 Outsourced CFO Solutions, Inc. can go through each step with you in detail to make sure you are on track.

 Q: What Is a Strategic Business Plan?

 A: Strategic business planning is a method of brainstorming and executing business goals. Your business plan may aim to facilitate company growth or minimize damages. However, you can also create a business plan to maximize tax breaks and economic savings. Strategic business planning gives you a step-by-step way to move forward with your professional goals. It allows you to do so in a way that works for you and your company’s unique situation.

 Q: Does Strategic Planning Pay Off?

 A: Yes. Creating a strategic plan unites your staff around a clear, shared purpose. With this kind of direction, goals are clearer and more attainable. More people can also be aware of what the ultimate goal is. Strategic planning allows you to be proactive to avoid issues and effectively deal with problems when they do arise. Companies of all industries can benefit from strategic business planning from a qualified team like Outsourced CFO Solutions, Inc.

 Q: What Is Strategic Planning in Business?

 A: Strategic business planning is a way for companies to identify their goals and create a clear way to achieve them. These can be short- or long-term goals. They can be associated with any area of a company, including: 

  • Growth
  • Finances
  • Tax standing
  • Customers
  • Employees

Strategic planning should be done with an experienced third party. They can provide a fresh perspective on how to attain goals and meet benchmarks. The team at Outsourced CFO Solutions, Inc. can help.

Contact Outsourced CFO Solutions, Inc.

When you are ready to maximize the potential of your business, our team is here to help. With many years of combined experience in this field, the professionals at Outsourced CFO Solutions, Inc. provide reliable, personalized business plans that truly work. 

For more information, or to begin the process, contact Outsourced CFO Solutions, Inc. today.

Outsourced CFO Solutions, Inc. Will Solve Your Business Compliance Problems

Outsourced CFO Solutions Will Help You...


Understand Which Records to Keep & For How Long


Review Business Recordkeeping Systems and Efficiencies


"Audit Proof" Your Records


Separate Business and Personal Records


Understand Cloud Storage & Mobile App Use

Defining Records Management & Business Assurance

Records management (RM), also known as records and information management or RIM, is the practice of managing the records of an organization throughout their life cycle, from the time they are created to their eventual disposal. This includes identifying, classifying, storing, securing, retrieving, tracking and destroying or permanently preserving records.

The Practice of Records Management May Involve:

Planning the Information Requirements of the Organization

Creating and Enforcing Records Policies

Developing a Records Storage Plan

Coordinating Access to Records & Records Security

Executing a Records Retention Policy