Business Financial Planning Management

Mastering Budgeting and Forecasting by Focussing on your Strategy and Business Model: Unleash Your Growth Potential

Strategic Skills and Competency Development Areas

Strategic Leadership and Systems Thinking

Effective leadership goes beyond individual actions; it encompasses an understanding of the broader system. Inspired by among other, Senge’s and Kahane’s systems thinking and Kouzes and Jaworski on leadership principles, we coach leaders to embrace a holistic perspective. Our coaching philosophy encourages leaders to anticipate change, foster true shared vision, and navigate complexities with a anticipatory systems mindset. By integrating strategic leadership with systems thinking, we equip leaders to thrive in interconnected environments.

Innovation and Design Thinking


Innovation drives organizations toward success, and design thinking provides a structured approach to creative problem-solving. Our philosophy, inspired by thought leaders like Tim Brown, and others, embraces innovation within a learning organization. We encourage multidisciplinary collaboration, iterative processes, and human-centered design. By infusing innovation and design thinking into your team’s DNA, we spark breakthrough solutions.

      Strategic Visioning and Branding Design

      Simon Sinek Start with why learning strategic and shared vision

      Core Purpose and Values: Apply Sinek’s “why” to inform the foundation of the brand identity. Ensure that the organization’s purpose and values are central to the branding design.

      Shared Vision-Driven Branding: Use Senge’s shared vision concept to guide the design of the brand identity. The shared vision represents the organization’s essence, which should be reflected in the branding.

      Tacit to Explicit Knowledge Conversion: Incorporate Nonaka’s knowledge creation approach by translating the organization’s purpose and values into tangible brand elements. This ensures that the brand communicates the essence and beliefs of the organization.

        Value Proposition Design

        Value Proposition Design Thinking using Value Propositon Canvas Coaching

        Customer-Centric Insight: How to apply Nonaka’s knowledge creation approach to deeply understand customers’ tacit needs and desires. This insight forms the foundation for designing value propositions that resonate with customers on a meaningful level.

        Value Proposition Canvas: How to collaboratively utilize Osterwalder’s Value Proposition Canvas as a practical framework to systematically map customer profiles and value maps. This structured approach aligns customer needs with value creation strategies, ensuring a well-defined value proposition and value driven cost management.

        Human-Centered Design: How to incorporate Brown’s human-centered design thinking principles by empathizing with customers, involving them in the design process, and iterating based on their feedback. This ensures that value propositions address real customer pain points and create genuine gains.

        Communicating the Why: Apply Sinek’s “Start with Why” to communicate the deeper purpose behind your value proposition. This not only differentiates your offering but also resonates with customers who share similar values and beliefs.

        Search Engine Optimization: Discover your unique SEO hastags and keywords for Google and SocialMedia.

        Shape strong value propositions and scalable business models Effectively convey how your offerings add value to customers and your business.

        Business Model Design or Revision


        Business Model Canvas: How to use Osterwalder’s Business Model Canvas as a foundational framework for analyzing and designing business models. Each canvas block represents a critical aspect of the business model that should be aligned with customer needs and organizational purpose.

        Knowledge Creation: How to apply Nonaka’s knowledge creation approach to gather insights and test assumptions about customer needs, team needs and industry trends. This iterative process ensures that the business model addresses real challenges and opportunities.

        Start with Why: How to infuse Sinek’s “Start with Why” concept by aligning the business model with the organization’s purpose and values. Communicate the why behind the business model to create a deeper connection with employees, customers and stakeholders.

        Systems Thinking: How to incorporate Senge’s systems thinking principles by considering the interconnectedness of different business model components. Anticipate how changes in one area might affect other parts of the organization and its ecosystem.

        Leadership and Culture: How to utilize Marquardt’s leadership perspective to ensure that leadership is actively involved in business model design and redesign. A business model designed by the team aligns with the organization’s culture, engages employees, and fosters stakeholder alignment.

        Navigating the realm of business financial planning demands strategic finesse and profound insights. At our core, we are financial planning and analysis experts dedicated to coaching your team toward planning revenue and growth milestones through astute strategic planning. 

        Elevate Your Business Beyond Routine

        If you find yourself in the midst of routine operations, preoccupied with payroll, taxes, and cash flow, you’re not alone. While your business might be thriving, have you ever pondered the potential for amplified profitability while retaining your established practices?

        Rejoice, for the answer is a resounding “yes.” We are here to collaborate with you on making that aspiration a tangible reality.

        Your Trusted Partner in Financial Planning

        Running a successful business necessitates partnering with an accounting firm attuned to your operations. Yet, the game-changer emerges when a financial planning and analysis professional is integrated into your team as a strategic planning team coach, enabling you to transcend boundaries and ascend to new heights.

        Unlock Your Business’s Full Potential with Our Area Expertise and Coaching System:

        • Insightful Financial Reporting: Navigate your financial landscape with precision through comprehensive reporting and analysis.
        • Cost Volume Profit Analyses
        • Profitability Unveiled: Delve into profitability analysis for informed decision-making.
        • Strategic Blueprinting: Craft and sustain strategic blueprints that fuel growth.
        • Visionary Business Modeling: Construct robust models for informed future planning.
        • Meticulous Budgeting: Foresee financial horizons through meticulous budgeting.
        • Holistic Analysis: Analyze sales, marketing, and economic factors driving your success.
        • Performance Metrics Pioneering: Develop key performance metrics and benchmarking for performance management.

        The Epitome of Sound Business Decisions

        Ready to amplify your competitive edge and rejuvenate your business’s growth narrative? The journey begins with a single step. Let us partner with you to unlock your business’s fullest potential.

        Embark on this transformational journey by completing the contact form below. Someone from our team will be in touch shortly to answer any questions or guide the way forward.

        • Tax Management Services
        • Audits & Compilation
        • Financial Projections
        • Bookkeeping
        • Budgeting Analysis
        • Benefits & Pension Plans
        • Accounting Services
        • Retirement Planning
        • IRS Representation
        • Entity Selection
        • Payroll Services
        • Estate Tax Preparation

        Contact Us

        Please let us know if you have a question or how we can help you and reach you when we are not actively engaged.

        619.537.9174 By Appointment

        Home Office 3091 SE Kamilche Point Rd, Shelton, 98584

        By Appointment