The first step to reaching your goals is setting them! We figure out where you stand financially today and help you create or define your goals for the future, helping you figure out what’s reasonable and when and how to get there. We do that via a GLOSS meeting (Goals, Location, Obstacles, Speed and Service).
Your business is your best tool for reaching your family’s financial goals
Our plan uncovers the levers you need to pull in your business to get from where you are now to where to want to be.
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We have a plan designed for you
Your plan
How we bridge the gap to your goals
ESTABLISH
YOUR GOALS
YOUR GOALS
GET UP TO SPEED WITH YOUR ACCOUNTING
LEARN HOW TO INTERPRET YOUR FINANCIAL STATEMENTS TO MAKE POWERFUL ASSESSMENTS
SET KEY PERFORMANCE INDICATORS FOR MAXIMUM RESULTS
MAKE PROGRESS ON YOUR GOALS WITH ACCOUNTABILITY
STEP 01
STEP 02
GET UP TO SPEED WITH YOUR ACCOUNTING
It’s hard to make and measure progress on your financial goals when you don’t have accurate data. If you’re coming to us with books that need a clean up, we’ll get you caught up. If you’re coming to us with accurate accounting, we’ll review your taxes and see what improvements we can make to reduce your tax liability.
STEP 03
LEARN HOW TO INTERPRET YOUR FINANCIAL STATEMENTS TO MAKE POWERFUL ASSESSMENTS
Less than 10% of business owners come to us with a real understanding of their financial statements. Your financial statements are a powerful tool for growth. Learning how to use them isn’t something you get taught when you start a business, but it is something you get taught at Whittaker. Enrolling in our financial statements course means you’ll know how your business is performing at all times and be able to adapt and improve.
STEP 04
SET KEY PERFORMANCE INDICATORS
Many business owners know they need more sales, better cash flow and higher profits, but they don’t know what drives those results or necessarily the quickest path to get there. Our KPIs course empowers you owners to uncover the 1% improvements you could be making to improve cash flow and grow your business.
STEP 05
MAKE PROGRESS ON YOUR GOALS WITH ACCOUNTABILITY
To help you stay on track with your KPIs and continue to make progress towards your goals we provide a range of services. Our Efficient Enterprise model drops in support as and when you need it, focusing on your fundamental business concerns: revenue production, profit maximization, cash flow management and tax optimization.
Explore the strategic guidance you’ll have access to
Provided us with the clarity and certainty that we need to manage the tax concerns within our businesses.
We have worked with other CPA’s in the past that have said they were proactive. Working with Whittaker is the first time that we have known what our tax picture would look like before the end of the tax year and what strategy levers we should pull to reduce our taxes. This has provided us with the clarity and certainty that we need to manage the tax concerns within our businesses.
Milind
Concept Hotel Group
They are great to have on our team
Whittaker is a CPA firm with an entrepreneurial spirit. They have helped us increase our profit and the value of our business. They are great to have on our team and in our management meetings.
Jack
CNS Trial
Still curious? Talk to us
Want to know if this plan is right for your family business? Fill out our starter questionnaire and we’ll help you uncover the best first steps for your needs.
