With the many unforeseen events that have happened this year, small business owners’ have had to face numerous obstacles that have been detrimental to the way their business is structured. The Banks and Associates LivePlan provides strategic solutions and financial consulting to get your business to strive after COVID-19.

We know that everyone is different. Your business is unique. We provide you with a range of options to let you choose the package that best meets your needs.

You are in complete control and we can build the LivePlan growth program that best meets your needs and help you:

  • Develop a Lean Plan to focus on your business.
  • Review your cash position and cash flow.
  • Evaluate your long-term goals and strategy, along with updating your Forecast accordingly.
  • Compare your forecast to your actual results in the LivePlan Dashboard compare your results from the past month to the same month the previous year.
  • Create a customized dashboard to graphically and easily review your actual results from your accounting system.

As a strategic advisor and over 40 years of experience. We’re not a traditional CPA firm that looks only at your historic numbers. We assist you and your accounting team to take a forward look to allow you to gain control over your business.

Click here to view the LivePlan and get started on getting your business back on track for the future!