Business Advisory Services

Paul CoachingBuilt directly from an understanding of what an entrepreneur WANTS and NEEDS in their tax planning, our BBD Advisory program is custom plan designed for you and your business.  It provides one on one coaching to help ensure you have the right solutions in place for your business.  The Advisory program will focus on three areas.

STEP #1:  Tax Efficiency Evaluation

Are you tax efficient?  We evaluate the tax efficiency of your current business model.  Click HERE for example.

From our evaluation we help you determine what other types of tax efficient tools and solutions you might benefit from.  Our evaluation will include a “priority list” of these solutions which we offer as suggested next steps.  We will provide you a formalized “game plan” for you to follow.

STEP #2:  Implementation

A great idea is not enough, it needs to be implemented!

Our Business Coaching program is designed to not only provide the solutions and tools you will need to become tax efficient, but we also provide the documentation and implementation of the tools necessary to ensure the best end result.  We will walk you through each step of your  game plan and be certain you know what is needed for execution.

We know what entrepreneurs need to spend their time on, that will be the focus we take with our business coaching.  We want you to focus on profitability and let us handle the details.

STEP #3:  Review & Maintenance.

The last step of our Advisory process is to review your game plan on a regular basis.  We know (and expect) things change as time goes on.  Understanding this will mean your game plan may need to be altered or adjusted as your business changes.  In addition, our current landscape of non-stop tax law changes will mean our tax review should be a high priority to stay on track.

Click here to view a sample of our advisory solutions:  BBD Advisory Solutions.