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Business Planning & AccountingBookkeeping Firms in Scottsdale / Cave Creek, AZ

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 Scottsdale / Cave Creek, 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 Scottsdale / North Phoenix 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 Scottsdale / Cave Creek.

Business Planning cpa Scottsdale / Cave Creek

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Hear Why Our Clients Love Us

  • Mackenzie Felker
    Very knowledgable, kind, and professional. I will definitely will be returning and making them my every year accountant.
  • Dalten Curry
    Super friendly and made the whole process simple and easy to understand.
  • Karen Senkbeil
    Very knowledgeable and friendly staff. They explained everything clearly and found deductions I didn’t even know I qualified for. Highly recommend!
  • shelby lippincott
    Dave Brown made it effortless to do my taxes I was nervous, it was a great experience for a tax visit.
  • L Michelle Nankervis
    I highly recommend Dave at Paramount tax and accounting for all your tax preparation needs! From the moment I walked in, his professionalism and expertise were evident. He made the complicated tax process feel straightforward and manageable. Dave took the time to understand my financial situation and provided personalized advice that helped maximize my deductions while ensuring everything was compliant with the latest regulations. His attention to detail and thoroughness gave me great peace of mind during tax season. What I appreciated most was his willingness to answer all my questions and explain everything clearly. He truly cares about his clients and goes above and beyond to provide excellent service. If you're looking for a knowledgeable and trustworthy tax professional, look no further than Dave at Paramount!
  • Keola Wong
    I had the pleasure of meeting with Dave to prepare my taxes. The process was smooth and professional. I felt welcomed to the office and Dave explained everything that was being put on my tax return. Throughout our meeting, Dave also provided tax advice for me to consider in the future. Overall I had a great experience and am glad to have chosen Dave and Paramount Tax and Accounting Scottsdale / North Phoenix to prepare my tax return.
  • Barbara Riveras
    What a great experience! I am a new business owner and my business made a profit for the first time and I thought I was going to have to OWE a lot of money. Paramount actually figured out how to get me a refund! Also, the customer service, promptness and professionalism were excellent!
  • Tara Dorman
    Dave is knowledgeable, professional, and very kind. We are truly impressed by his service and feel blessed to have found him. We highly recommend him.
  • Jason Asbury
    Dave is a delight to work with!
  • Janesh Mishra
    Dave at Paramount Tax and Accounting has been our tax go-to person for the last 3 years now. He has a ton of knowledge on all tax and accounting rules and always helps us get the best tax returns. He's diligent, responsive and guarantees his filings in case there's ever an audit. I will recommend him for your tax filing needs wholeheartedly.
  • Eve Hansen
    Very pleased with their process and customer service. I highly recommend them!
  • Reynaldo Hernandez
    Amazing service, helped maximize our taxes. Very insightful. Would recommend greatly
  • Katherine Carey
    We’ve used David Brown for our taxes for years. 10/10 would recommend!
  • Renee Delaplaine
    Dave was phenomenal at helping me with my taxes and now I won’t go to anyone else moving forward. I would highly recommend! Thank you, Dave!
  • Luke Lewis
    Dave is masterful at navigating the intricacies of planning. My situation was complicated with numerous state filings and Dave was clear and concise. He respected my time and delivered above and beyond expectations. Thanks, Dave!
  • Kathy Johnson
    Dave is great! He uses tech to make it easy to file my personal taxes. He sends me electronic reminders & provides a portal to upload docs. I recently sold my AZ home & bought in IL. I was able to meet with Dave via Zoom to review & file my 2024 taxes. Less than 1 week & I already received my state refund & am expecting my Federal refund in less than 2 weeks! 🥳
  • Vibhu R
    Dave was knowledgeable, made the process seamless, and went above and beyond to meet our needs. Highly recommend!
  • Cailin O
    What relief and a great experience I've had since switching to Paramount. It's a night and day difference working with Dave vs other companies/tax professionals I have used over the years for my small business. I only wish I had found him sooner. Highly recommend!
  • Brandi Willett
    I have been working with Dave for the last 5 or so years, every year I am so thankful I did. Dave is personable, knowledgeable, and efficient. He has helped set my small business up for success by listing some preemptive actions, which i never would have known on my own. I am grateful for his wisdom and to work with such an expert.
  • Camille Kirkendall
    Attention to detail! Kind and very accommodating. Look no further you found your person. Super efficient and very helpful. We highly recommend! Camille / Steven
Scottsdale / Cave Creek, AZ Tax Review

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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 Scottsdale / North Phoenix, 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 Scottsdale / Cave Creek. So when you ask yourself, "Where can I find accountingbookkeeping services near me?"... think no further than Paramount Tax & Accounting Scottsdale / North Phoenix!

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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 Scottsdale / North Phoenix a call or visit our tax and accountingbookkeeping firm in Scottsdale / Cave Creek for a free consultation.

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Why Choose Paramount Tax & Accounting Scottsdale / North Phoenix?

Scottsdale / Cave Creek, AZ Tax Services

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