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

"My business relationship with Simons Bitzer began in 2009, and once introduced, Greg and his skilled and talented team were very proactive and professional. They took the time to get to know me and my business. They have become a trusted partner and I appreciate their business savvy approach to problem solving, and their immediate response to any questions. Collectively, the team has a wealth of knowledge, and they are proactive on all my tax and accounting needs, allowing me the freedom to focus on growing my business.

It gives me great security to know there’s always quality advice on hand as my business grows and I have to make decisions. I highly recommend Simons Bitzer to those who are thinking of seeking professional accounting services, or to simply provide a “health check” on your current accounting business."

–Deb Walton, Owner, Indy City Gifts

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