CPA’s Help You Illuminate Your Business’ Strategic Path

Certified Public Accountants offer San Francisco business owners and key personnel a structured program which will help you develop a strategic vision and plan for your organization.

Businesses do not plan to fail, but they fail to plan.  When owners don’t have a roadmap for the success of their business, it’s very difficult for them to grow and thrive.

The Illuminate Your Strategic Path initiative is a customized program composed of face-to-face strategy sessions.

You and your business are the sole focus of the workshops that use your personal and business goals to identify your unique criteria for “financial success”.

The sessions will incorporate your financial data and your operational situation to lay out a strategic path for your professional life.

At the end of the program you will have a clear understanding of the areas in your business you should focus on to achieve superior financial performance.

CPA Charles R. Sterck

Find Out How to Develop and Sustain Competitive Advantage

Your 14-Hour Essential Strategic Planning Session will Include:

  • Development of company vision, of core values, purpose, mission statement
  • A look at your personal goals, and the identification of business goals over five years
  • SWOT (strengths, weaknesses, opportunities, threats) Analysis
  • Identification of your customers’ key frustrations, your competitive advantages, your organizational structure.
  • Brainstorming strategies which can be implemented immediately into your business, prioritization of strategies into your Strategic Action Plan.
  • Optional: Follow-up by Business Advisor for 30 days to ensure implementation of first five priorities

During Strategic Planning we look at:

  • The Where – the strategic direction and plans to guide and identify your business goals.
  • The Now – the identification of where you are now including your current business environment.
  • The How – the strategies that clearly support you in achieving your business goals..
CPA Geoffrey P. Kulik

During your Strategic Planning Session, we will guide you in creating the critical elements needed to take your business to the next level.

Participants will leave the program with a next actions and measurement matrix so that their Illuminate Your Strategic Path work is integrated into the operational schedule of their business.


Participants will invest:

  • 14 to 16 hours in one-on-one, in-office discussions
  • 2 hours preparation time before each session to prepare information which will be used in the analysis discussions
  • program fee

More Information

Please send us a message or phone Sterck Kulik O’Neill at 415.433.4500.