Strategic Business Coaching

Expert Accounting Advice

We’re here to help you! Meet our founder, Lisa Heckman, and fellow tax accountant William Walker for up-to-date, in-person tax and accounting tips on top issues that affect tax payers.

More Than Just a Tax Return Service…

We Will “Take You By The Hand” in Every Aspect of Your Business.

Without a blueprint, it is very difficult to know what you are building. For the successful business, a Strategic Business Plan is instrumental to making sure your company has clarity of direction, a unified vision, and that all key members and employees have the proper focus on the tasks at hand.

Our Strategic Business Coaching Services help you develop the Strategic Business Plan that will assure your business moves forward and succeeds. In developing the Plan, we help you break your company down into the core components. How is the company defined? What are your products? Who are your competitors? How will the company be managed? What are the processes for ensuring financial health and approaching business risks?

You will benefit from our Strategic Business Coaching services if…

  • you are starting a new business or enterprise.
  • you are expanding a current business, or adding a new product or service to an existing business.
  • you are buying a business, product, or service.
  • you are trying to turn around a failing business.

Strategic Business Coaching will help you identify the weak spots in your Business Plan or plan for any elements that you have not previously addressed. In order to push your business to the next competitive level, you must…

  • identify your target population, product or services, and the advantages you offer over your competitors.
  • fully research the ways the need you have identified is currently being fulfilled.
  • gain an understanding of the market, develop campaigns and timelines for promoting your business, and project the results of such campaigns.
  • formulate a plan for staffing your business, including an identifying set of skills and expertise that will be required to secure the future of your business.
  • complete management plans and systems required to run your business.
  • outline financial necessities, including start-up costs, operating costs, income projections and analysis.
  • identify all building and equipment needs.
  • create timelines for all current or initial products as well as projected projects.

A solid Strategic Business Plan will not only help you to obtain financing for your business, it will help to assure that all your bases are covered as you begin or continue your venture.

“S” Corporations

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    What our Clients are saying

    Lisa is absolutely wonderful! She launched a successful business years ago because she knows what she’s doing. Always soooo sweet, super efficient, really insightful – I’m so lucky to have her as my accountant. I have proudly referred her to several of my friends.

    Lisa Moore and team at Above All Accounting are the very best in the business. Professional, courteous, and know taxes better than anyone. What a great experience – maximized my return and worth 10x what they charge. GREAT people, GREAT experience, A++++

    Looking for advice you can trust from a McMinnville tax professional?

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    NEW STRATEGY FOR YOUR FINANCES