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Small Business Financial Planning

Financial Planning for Small Businesses from Our Marlton CPA Firm

Small business owners benefit from having a clear method to measure their goals and a stable structure when they face challenges. Baratz & Associates, P.A. in Marlton helps small businesses develop and execute a plan that results in a more efficient enterprise.

The Baratz & Associates, P.A. team offers an immense wealth of experience to companies operating in any industry. With experts in a diverse range of financial fields, we provide valuable and practical guidance that is delivered according to your needs. We walk our clients through each stage of the planning process and take the time to understand exactly what it is you do.

Develop Clear Goals for Your Business

During the initial stages of planning, we separate personal and professional goals. If you wish to expand the venture into new territory or open a new location, we make this a priority. With the business’ needs defined, it becomes much easier to see its potential for growth, or any areas of improvement.

financial team working on a strategyNew and emerging high growth companies each need a unique financial strategy to understand their options. With our assistance, owners create actionable goals that help:

  • Stabilize Cash Flow
  • Reduce Costs
  • Obtain Profitable Opportunities
  • Streamline Business Operation

Creating a Safety Net

Our firm can help you keep up with the ever-changing marketplace, and prepare for challenges both foreseeable and unexpected. We help our clients diversify their assets, protecting personal stake in the company, or shielding profits from changes in their marketplace. Evolving tax policy, consumer trends, and even inclement weather can affect cash flow, but with a plan in place, owners can effectively endure change. Often these plans include cost-management strategies if expenses increase, an important partner or executive leaves suddenly, or if issues such as audits interrupt your focus on normal business functions.

Plan for a Legacy

Retirement and succession are two of the larger considerations owners must include in their plan. These areas mix personal and business goals, and your post-career strategy can be much easier to enact if you rely on our team. We create retirement and estate strategies that suit your lifestyle and properly allocate assets to beneficiaries, with the primary goal of preserving your hard-earned income. If you decide to sell or pass on the business, an exit strategy will make sure you receive what’s owed. We will also determine the best process for the valuation and sale, protecting the best interests of the company and its employees.

Contact Baratz & Associates, P.A. for Business Financial Planning 

Consider our team of experts for your venture’s financial planning. We serve clients across NJ from our Marlton office, doing everything possible to promote long-term profitability. For personal attention and responsive service, reach out to us today!

Call Us: 856.985.5688 Get Your Consultation

We take care of your books for you, so you can get back to the job of running your business and generating profits.
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We offer payroll solutions that meet your business's needs and enable you to spend time doing what you do best--running your company.
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We offer a variety of services to help make sure that you are taking full advantage of Quickbooks' many features.
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We're here to help you resolve your tax problems and put an end to the misery that the IRS can put you through.
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We offer one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.
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