Do you have a plan?


You want to grow, your company right? Of course you do! But do you have any idea what to do, or where to start?

Would you like to understand which areas of your business may be holding back your company’s growth? Even better, armed with that knowledge, would you like to know what it will take to grow your company to a size that will ultimately help you achieve your retirement goals? Put another way, when is the last time you took a real vacation, without the need of constantly checking your phone?

  • Can you take a vacation? Can you leave your employees in charge?
  • You intend to sell your business someday and retire, but is your business ready? If you sold your business today, how much potential value are you leaving on the table?
  • Do you know what drives value in your business?  Are you tracking the right key performance indicators (KPIs)?
  • Do you love what you do, or is it a chore?
  • Do business worries keep you up at night?

At Roxanne Coffelt CPA LLC, we understand that you may be overwhelmed with operating your company that you don’t have the time to develop a strategy for growing your business. We will partner with you to:

  • Clarify your priorities
  • Identify problem areas
  • Establish concrete goals
  • Develop a specific plan with quantifiable systems to monitor progress

This will help maximize the value of your company while you get your life back!  The sooner you start, the more progress you will make!



Click Here to book a free, no-obligation consultation today!