We start by sitting down with you to learn more about your business and address matters that aren’t covered in your general year-end tax meeting.
Now that we have a greater understanding of your vision and core values, the next step is a facilitated four-hour planning session with you.With your Robertson Bixley Business Development Partner you will review your past performance and clarify your future direction.
Together we will identify and agree on:
- Areas that require attention
- Solid and realistic business goals
- Defined strategies for achieving them
These elements then come together to form a clear and concise one-page Business Plan for you and your business.
This will guide you (and your team) as you implement your desired changes, review actual performance against targets, and ensure your business is on course for success.
Every 90-days your Robertson Bixley Business Development Partner will meet with you to check in on your action items and establish a fresh action plan for the next 90 days.This will keep you focused and on top of immediate and critical issues.