Small Business Planning

Small Business Planning

At Profit Partners Consulting, we are able to offer support for every aspect of financial health for your business. Along with our full financial health assessments, our financial strategists offer

  • Analysis of current and past financial performance
  • Prepare reports and projections based on data collection
  • Evaluate income, expense, and cash flow data and offer recommendations for improvement
  • Establish and build upon profit building strategies


Many business owners are not aware that annual budgeting can be done right in their QuickBooks software.  This essential tool can help keep you on track throughout the fiscal year so that you can meet your business goals.  We can assist you with the following budgeting items:

  • Setup in QuickBooks
  • Annual budget writing
  • Monthly variance reports
  • Annual analysis and goal adjustments