Our Services

Strategic Planning

Vision to Action

It’s one thing to know where you want to go, but getting there is a different challenge. Sometimes the journey is safe and predictable, and sometimes it’s tumultuous and uncertain. While all business experiences ultimately help to create a road map toward your goals, our team can assist in streamlining the process by providing strategic planning services.

Strategic Planning Services

  • Budgeting Management and Annual Financial Forecasts
    • Recognize gaps
    • Identify opportunities
  • Key Performance Indicators
    • Profit
    • Cost
    • LOB Revenue vs Target
  • Systems and Processes Development
    • Analyze Existing Processes
    • Recommend Quantifiable Changes
      • Technologies
      • Procedures
      • Rules
  • Industry Standard Benchmarking
    • Compare processes and performance metrics
    • Actionable steps

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Testimonials

"Simons Bitzer has been a true ally in the financial health and management of our firm. Simon's brings controls, accountability, fairness and compliance to our books and peace of mind to our owners."

–Eddie Pillow, Pillow Express Delivery

Ready to connect and learn more about our Strategic Planning service?