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Business Planning & AccountingBookkeeping Firms in San Marcos, TX

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 Marcos, 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 & Bookkeeping San Marcos 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 Marcos.

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

OR

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I had a less than ideal situation with a missing w2. Within a very short time we tracked it down and were ready to file. Great service and professional. Thank you David!
— malcolm mccoy, Posted March 30th 2024 on google
Well knowledgeable and educated and experienced made easy for me to understand my situation
— Nick Dom, Posted September 12th 2023 on google
I came to Dave needing advice on how to tackle a unique tax issue and he was so easy to talk with. He spent time reviewing our situation and gave me lots of good ideas on how to reduce our current tax liability along with great advice on how to plan for the future for our business. Highly recommend!
— Heather Lundwall, Posted July 17th 2023 on google
David Anderson provides excellent customer service! He is knowledgeable in his work and is detail-oriented. Any questions you may have he will answer them and ease any confusion or worries. Paramount Tax & Bookkeeping is great. We recommend them for your finances!
— Community Manager, Posted June 22nd 2023 on google
I have known David for a number of years. After serving on a committee with David, I found him to be a thoughtful and clear-thinking communicator and decision-maker. I would trust him to do excellent work.
— Diana Elkins, Posted March 5th 2023 on google
I have used different tax preparers over the years, from individuals to large companies. David has been the easiest and best to work with by far. He has my business from now until the day I pass away!
— David Muth, Posted February 22nd 2023 on google
David is very knowledgeable, honest and goes the extra mile to provide great service and will answer all your questions. Highly recommended
— Irene Castro, Posted February 21st 2023 on google
I have known David for quite a few years. He’s a brilliant mind and a great person. Absolutely recommend him and his business!
— Ryan Pethick, Posted February 10th 2023 on google
I've worked with David for many years on some pretty large projects. He is very professional and detail oriented, which is important when it comes to financial services. He was always very helpful and always responsive. Overall a pleasure to work with and I would recommend him!
— Jason Diamond, Posted February 8th 2023 on google
David was really quick and such a nice guy. Highly recommend
— FASTSIGNS 2337, Posted February 8th 2023 on google
Great service! They took the time to answer questions and to understand my situation. Over all, the best experience with a tax & bookkeeping service.
— Daniel Mendez, Posted February 4th 2023 on google
The staff here is incredibly friendly! They are honest and trustworthy which makes a world of difference. Highly recommend!
— Caitlyn Hermesch, Posted February 4th 2023 on google
They did my taxes and did a great job. I would highly recommend them .
— Andre Lopez, Posted February 1st 2023 on google
Paramount did the taxes for my start-up business as well as helped me set up the financials for the business. When I had questions, they were there to help me every time. I trusted them with my personal taxes as well. They were very helpful and informative. I will not consider going anywhere else.
— Adrian Tenorio, Posted February 1st 2023 on google
David is honest, professional and great to work with. He is very detail-oriented and his expertise is evident in the services provided. Highly recommend David and Paramount Tax Booking!
— Yvette Nunez, Posted January 30th 2023 on google
David has the upmost professionalism and reliability when it comes to his business! With more than 30 years experience in the accounting industry, I wouldn’t trust anyone else to handle my tax/ accounting needs. David is your guy for all things accounting!
— Melissa Smith, Posted January 29th 2023 on google
I have known David Andersen and worked with him for 25+ years. His knowledge and expertise related to all things finance are impressive! What I most admire about David is his patience and ability to explain and clarify every detail in a manner that makes sense.
— Jodie Wymore, Posted January 29th 2023 on google
I’ve known David for many years. He has many years of experience and a person you can trust. I will definitely continue going to him for our taxes. Highly recommend him.
— alice garcia, Posted January 29th 2023 on google
David Andersen is very knowledgeable and willing to answer any questions.
— Rebecca Chapa, Posted January 29th 2023 on google
As someone who struggles with numbers and organizing them - finding David at Paramount was a blessing. He was thorough, patient, service oriented, and kind. I will be taking all my “number” concerns to Paramount from now on. Could not recommend Paramount Tax + Bookkeeping enough.
— Ashley Caballero, Posted January 29th 2023 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 & Bookkeeping San Marcos, 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 Marcos. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Bookkeeping San Marcos!

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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 & Bookkeeping San Marcos a call or visit our tax and accountingbookkeeping firm in San Marcos for a free consultation.

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