Strategic Planning

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Planning and successfully executing those plans are common traits all successful companies share. Partner with Jeremy S. Sweet, LLC. as your strategic planner and we will develop a Strategic Business Plan tailored for your company.


Three important areas to be analyzed are as follows:

  • Assess the internal and external environments for opportunities & threats and strengths & weaknesses.
  • Develop alternative strategic options; then evaluate and select the preferred options.
  • Develop a strategic business plan that will deliver the vision for your company.


We provide a tailored strategic and operational review that is made up of three separate stages:

  • Data Gathering and Analysis – assessing the critical areas of your business.
  • Strategic and Operational Action Plans – development of key action steps with timelines for the business to reach its goals.
  • Ongoing Monitoring and Implementation – helping you ensure goals are achieved, on-target and on-time.

  If you're thinking of using Jeremy S. Sweet, LLC. for your CPA and tax consulting needs, consider getting a free session first.  

You'll meet with one of our tax professionals and get the following:  


  1. A free 30 minute consultation
  2. A price quote 
  3. A view into how our strategy can help you


Get started by clicking the button below and we'll schedule your consult during a time that's convenient for you.  

Get a Free Consult