Business Planning & AccountingBookkeeping Firms in Charlotte, NC

Strategic Business Planning Services

A Strategic Business Plan is much more than a tool to obtain financing. If you still have all you plans and ideas locked up inside your head... preparing a strategic plan helps you clarify your company's direction, ensures your key leaders are all "on the same page", and keeps both management and staff focused on the tasks at hand. Paramount is one of the leading accountingbookkeeping firms in Charlotte, working to create solid, comprehensive business plans for established, growing or new businesses in the area.

A Strategic Plan is often needed when...

Starting a new venture, product or service
Expanding a current organization, product or service
Buying a new business, product or service
Turning around a declining business

The Strategic Plan provides a blueprint, describing your company, its products, the competitive environment, management team, financial health, and business risks.

The plan allows you to...

Identify and describe the target customer profile, features, advantages and benefits of your new venture, product or service.
Justify that your plans are credible by fully researching the need being filled with your new venture.
Develop marketing plans including full descriptions of targeted promotional campaigns with implementation timelines. You also get to examine market conditions, the nature of your customers, as well as your competitors, sales potential, and projected results of your promotional campaigns.
Develop staffing plans including identifying the key players, skills, attitudes and expertise needed to build the venture.
Develop management plans including full descriptions of management systems and timelines for implementation.
Develop financial plans including projected startup costs, operating costs, revenue, profits, and break-even analysis for the first 3 to 5 years. Projected financial plans allow you to effectively predict upcoming problems, or prevent them. In other words, the perspective gained through your Strategic Business Plan can make a significant contribution to your company's success, and help you get the funding you require. In fact, most lending institutions and private investors will not even talk to you without a solid financial plan.
Identify building and equipment needs including vendors and cost estimates.
Formulate company milestones including timelines for upcoming products and services in development.

Remember: Failing to plan is planning to fail.

Contact Paramount Tax & Accounting Charlotte if you'd like us to help you develop a powerful Strategic Business Plan that drives your business to the level of success you deserve. We offer free consultations for all of our business tax services in Charlotte.

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Juan was very professional and accurate with my taxes.

— Michael lewis, Posted October 16th 2024 on google

I want to thank Juan for his time and help. I felt like he really cared about us and tried to really help us with our business and personal taxes. We had a lot of questions and doubts with our business taxes. I would recommended Juan to anyone with a small business or who has questions regarding taxes.

— Robin Osorio, Posted October 2nd 2024 on google

Your one stop shop for all your accounting needs, the team and staff are GREAT and they're extremely helpful with making sure you're fully caught up on EVERY step of the process. Great people, great work, and I'd recommend them to anybody!

— Isaac Lee, Posted September 5th 2024 on google

Juan Rincon is absolutely amazing! He went above, beyond and even beyond the beyond for me and my situation. Professional, yet personal. He met all of my business needs, and yet I feel like a met a new friend. Search no further. Juan is legit! Highly recommended!

— Patrick Carroll, Posted August 30th 2024 on google

We are fortunate to have found Juan while looking for someone to help navigate us through our company’s accounting and taxes. Juan was concise and efficient with answering all of our questions and concerns. We left our appointment feeling well informed and confident about our next course of action thanks to his knowl...

— Dhilan Milla, Posted August 27th 2024 on google

I can’t say enough good things about Juan from Paramount tax. His professionalism and deep knowledge of the tax process will make you feel confident that you are in good hands. He is incredibly thorough and takes the time to ensure everything is done accurately. His commitment to excellent customer service is impres...

— Miguel Sanda, Posted August 15th 2024 on google

Juan’s expertise and professionalism are truly impressive. He provides clear and thorough explanations. Juan consistently goes above and beyond, responding promptly and offering top-notch customer service. I highly recommend his services to anyone in need of a knowledgeable and dedicated tax professional

— Dayana Creciendo Esencial, Posted August 14th 2024 on google

Very professional prompt service!

— Michael Rivera, Posted August 13th 2024 on google

(Translated by Google) Excellent advice. Juan was super professional and managed to resolve all my doubts. Super recommended. (Original) Excelente asesoramiento. Juan fue súper profesional y logró resolver todas mis dudas. Súper recomendado.

— Gabriel Rosas, Posted August 6th 2024 on google

I had an awesome consultation with Juan. He broke down the basics of my company's accounting in a way that was super easy to understand. What really stood out to me was his patience and dedication. He took the time to make sure I got everything and walked me through all the important stuff I need to know for the future...

— Daniela Riviere, Posted August 1st 2024 on google

Outstanding service! The team was professional, knowledgeable, and incredibly helpful in addressing all my accounting and tax-related queries. Highly recommend their expertise!

— Omar Olarte, Posted August 1st 2024 on google

(Translated by Google) A personalized and very good service. They answered all my questions on time and always accompanied me through the process. Juan is an excellent professional (Original) Un servicio personalizado y muy bueno. Respondieron todos mis preguntas a tiempo y siempre me acompañaron en el proceso. Juan ...

— Carlos Ochoa, Posted August 1st 2024 on google

(Translated by Google) Excellent service!!! Super recommended! Don't hesitate to go to them. (Original) Excelente servicio!!! Super recomendados! No dude en acudir a ellos.

— multifood colombia, Posted August 1st 2024 on google

I had an hour of consultation with Mr. Juan. I want to highlight his excellent way of explaining, his kindness, and his professionalism. The meeting started at the agreed time, and I was able to clarify all my doubts regarding my company's tax payments. Highly recommended!!!

— Carlos Andres Riviere, Posted August 1st 2024 on google

Juan is very knowledgeable, kind and responsive. He is an excellent accountant!

— Corey Miskevics, Posted June 28th 2024 on google

I found Juan through a simple google search and I just had to reach out based on his amazing reviews. It's not easy finding a tax service that you can rely on and trust, especially with multiple listings that pop up when you're searching. He was proactive and diligent with my tax needs. He helped make an amend on a pri...

— Madison Coriale, Posted June 25th 2024 on google

I have had the distinct pleasure of working with Juan and Paramount Taxes for a couple of years now. Nothing but great energy, plus a wealth of knowledge and resources. I highly recommend them. And I am probably the 50th 5 start review for this organization and Juan in particular.

— Jamey Deering, Posted June 20th 2024 on google

Juan, was very knowledgeable. Great customer service and great prices.

— Greg Bogan, Posted June 18th 2024 on google

Juan was fantastic to work with and fast to respond. We very much appreciated his thoroughness and due diligence our amended return, so we’ll definitely be working with Juan again next year.

— Tyler Thayer, Posted June 16th 2024 on google

Juan goes above and beyond for his clients. His dedication, patience, and attention to detail is unmatched. It is such a pleasure working with Paramount Tax and Accounting!

— Kate Gorman, Posted June 4th 2024 on google

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Many people do not know how a professional tax firm differs from a tax preparer. The main difference when working with a professional tax and accountingbookkeeping firm, such as Paramount Tax & Accounting Charlotte, is that our firm utilizes the services of licensed professionals.

Paramount has worked hard to create relationships to deliver the value that our clients expect. In fact, our goal is to be the No. 1 firm in Charlotte. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting Charlotte!

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