Your local starting point
Give a business idea, expansion, or change in direction a clearer brief. Discuss strategic business planning with a CPA, identify the decisions the plan must support, and agree on the information, assumptions, and working sessions needed to develop it.
Explain the idea and the decision you want a business plan to support.
Share any requested format and identify who will review or use the finished document.
Ask who supplies information, reviews assumptions, and approves drafts and additional work.
Make a connection
1 member to exploreContact businesses directly to confirm service area and availability.
Based in: Garland, Texas
Full-service accounting firm offering a broad range of services for business owners, executives, and independent professionals.
A little preparation goes a long way
Vick and Grohman offers strategic business planning. Explain the question you want the plan to help address, such as exploring a new offering, expanding operations, or reviewing the direction of an existing business. Identify who will use the plan and whether an outside recipient has requested a particular format. Share the information you already have about operations, customers, staffing, and finances. Ask which missing information must be gathered before the planning work can be scoped.
Ask how the team will work through assumptions, compare possible scenarios, and record decisions that remain open. Clarify who contributes information, who reviews drafts, and what the completed document should contain. Discuss whether later updates or review meetings are included in the engagement. For an idea that has not yet become an operating business, new business formation may be a useful related conversation. Agree on project responsibilities, fees, and approval of additional work before the planning sessions begin.
Good questions. A clearer next step.
A few things to know as you explore your options.
Describe the business, the change you are considering, who will use the plan, and the information already available. Ask which other records would help define the scope.
Share the plan and explain what has changed. Ask the firm whether its engagement would review selected sections, update assumptions, or develop a new document.
Share any requirements supplied by the intended recipient. Ask the CPA how those requirements would shape the proposed document, the supporting information needed, and the scope of work.
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