Small Business Coaching

Sometimes our clients need help with more than just their accounting and tax planning and preparation. They need business development guidance they can trust—and from a source that’s qualified to provide it.

At Joshua Lance CPA, LLC, we’ve spent years in the trenches with established, high-performing businesses as well as innovative startups and craft breweries. We know the common challenges that come with building a business from start to finish. More importantly, we can help you solve such problems quickly and effectively. We coach clients around the key habits that matter most, as well as “best practices” that deliver outcomes-based results.

If you’re starting or transforming your business, here’s a few of the many ways we can help:

  • Determine your ideal organization structure. There’ s a lot that goes into this decision. Let us outline the pros and cons of the various options, then guide you in making the best choice for your business.
  • Perfect your purpose. What vision do you have for your business? What’s your mission? We’ll work with you to fine-tune these critical starting points in the business-development journey, making sure your passion aligns with a purpose you can realistically pursue.
  • Support critical planning. We’ll make sure you’ve got a plan with goals and, if not, we’ll help you design one that’s doable and desirable. We use strategic planning as part of the process and leverage the SWOT assessment tool to uncover your Strengths, Weaknesses, Opportunities and Threats.
  • Give you the numbers you need. Using cloud-based technology, you’ll have vital reports and other financial data available at your fingertips. In the event that you’re meeting with a bank, loan officer, investors or key vendors, you will be prepared and won’t have to hassle with number crunching, creating reports from scratch, or making sense of your financials. We’ll make it easy for you!
  • Be your accountability partner. We care about your success. So let us offer encouragement, provide timely check-ins on your progress, and serve as a source of motivation and expertise along the way. Let us hold you accountable as you drive your goals, manage key changes, and celebrate the outcomes-based results you’ve set out to achieve.

To learn more about what makes Joshua Lance CPA, LLC unique, click here.

Contact us so we can customize the right package of services for you.