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Business Planning & AccountingBookkeeping Firms in San Diego, CA

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 San Diego, 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 Rancho Bernardo 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 San Diego.

San Diego tax preparation

Paramount Tax & Accounting Rancho Bernardo tax accountant

San Diego tax preparation

Paramount Tax & Accounting Rancho Bernardo tax accountant

Call 858-299-1134 today!

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Contact Paramount Tax & Accounting Rancho Bernardo

Easy Online Booking

Get started with Paramount for your tax services in San Diego, CA, recommended by family and friends every time.

OR

Request Appointment

Contact Paramount Tax & Accounting Rancho Bernardo
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I cannot recommend Max highly enough! He took my phone call on the very first day I contacted Paramount Tax & Accounting and was immediately kind and compassionate despite a busy tax season! He went above and beyond in assisting me with a particularly complicated tax situation. Max spent over two hours on the phone wi...
— Michelle Farkas, Posted April 26th 2024 on google
Max at Paramount has been not only patient and kind but incredibly diligent, fast and thorough in completing our taxes. The process was simple and seamless and we are receiving a much better return than we expected 👏🏼👏🏼👏🏼. He also took time to go over the future as well as look into some previous year...
— Leanne Roesink, Posted April 1st 2024 on google
Max was very informative & made the process very easy!!!! I'm glad I chose this place to do my taxes.
— Veronica U, Posted March 21st 2024 on google
Max is wonderful. Glad to have him in my corner. Highly recommended.
— Linda W, Posted January 10th 2024 on google
I recommend Max if you're looking to save on taxes. He's very knowledgeable and easy to work with.
— Melissa Smith, Posted January 10th 2024 on google
Great practice with great service.
— Parker Hilton, Posted January 10th 2024 on google
Max does an outstanding job! Highly recommended.
— Don Williams, Posted January 10th 2024 on google
Great tax preparation location! Recommended!
— Rafael Chiquito, Posted January 10th 2024 on google
Max is fantastic! Very knowledgeable and dedicated to his clients. Highly reccomend.
— Michael Gutierrez, Posted January 9th 2024 on google
Great team great organization You need to meet these people.
— cpacollins, Posted January 9th 2024 on google
Paramount tax and accounting was great getting my taxes done, max was really knowledgeable and saved me a lot of money. I will recommend them to my friends and family.
— Pat Peters, Posted January 9th 2024 on google
Best place to do your taxes! Extremely knowledgeable about all things tax. I love working with Max!! He really knows what he's talking about. I look forward to working with him for years to come.
— Dave Southwick, Posted January 9th 2024 on google
Very responsive and super happy I worked with them for my taxes. Will definitely come back and use accounting services in the near future.
— Jessica Talbot, Posted October 27th 2023 on google
Awesome work! Thanks guys!! Go to them for your tax needs!!
— Xavier Karam, Posted September 30th 2023 on google
Elisabeth and Max were extremely helpful! They are very sharp individuals and always put their clients needs first!
— raquel cifuentes, Posted September 24th 2023 on google
As a small business owner, taxes and accounting can be extremely scary. I consider myself extremely lucky to have found max and Elisabeth early on to handle all of my accounting inquiries. They’ve been most attentive to my countless questions and concerns and would recommend them 10/10.
— Kylie Ramirez, Posted September 23rd 2023 on google
Excellent service! I would recommend to anyone looking for honesty and reliability
— Rotha Dornes, Posted September 21st 2023 on google
Professional and reliable. You can’t beat Max and the Paramount Tax team!
— Denise Tumlinson, Posted September 19th 2023 on google
After taking the plunge and becoming fully self-employed last year, the thought of filing my taxes alone was daunting to say the least. With a fairly complex financial situation, and a lot of gray areas to navigate, I definitely knew I would be needing extra help. Max did a great job and even helped to make sure I’ll...
— Aria Jackson, Posted September 15th 2023 on google
Very friendly and knowledgeable. Tax season stresses me out but Max made it super easy. I will definitely be returning next year. Thank you Max and everyone else at Paramount!
— Liz T., Posted September 14th 2023 on google
San Diego, CA Tax Review

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We review 3 years back to find errors / missed deductions.

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Paramount Experience

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 Rancho Bernardo, 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 San Diego. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting Rancho Bernardo!

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Whether you are filing personal taxes or you own a business, if you are not already using a professional tax and accountingbookkeeping firm, you have most likely already missed out on major tax benefits, deductions and credits. This is because a professional tax and accountingbookkeeping firm utilizes licensed professionals, who can not only advise individuals on personal financial matters but who are qualified to advise businesses, financial institutions, nonprofit organizations and government agencies on a wide range of financial topics. Our strict standards ensure that we understand the complicated tax laws and how to implement strategies that return the most benefits to individuals and businesses. Give Paramount Tax & Accounting Rancho Bernardo a call or visit our tax and accountingbookkeeping firm in San Diego for a free consultation.

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Why Choose Paramount Tax & Accounting Rancho Bernardo?

San Diego, CA Tax Services

Through dedication to the three underlying principles of professionalism, responsiveness and quality, Paramount is committed to providing outstanding service to our clients.

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Paramount Tax is now offering financial and tax franchises across the US!

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