713-824-2227

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  • About Us
  • Services
    • Business Accounting
    • Income Tax Prep/Planning
    • Payroll Services
    • Bookkeeping Services
    • Tax Problems
    • Cash Flow Management
    • Strategic Planning
    • Succession Planning
    • New Business Formation
    • Non-Profit Organizations
  • Client Portal
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  • More
    • Home
    • About Us
    • Services
      • Business Accounting
      • Income Tax Prep/Planning
      • Payroll Services
      • Bookkeeping Services
      • Tax Problems
      • Cash Flow Management
      • Strategic Planning
      • Succession Planning
      • New Business Formation
      • Non-Profit Organizations
    • Client Portal
    • Contact Us

713-824-2227

  • Home
  • About Us
  • Services
    • Business Accounting
    • Income Tax Prep/Planning
    • Payroll Services
    • Bookkeeping Services
    • Tax Problems
    • Cash Flow Management
    • Strategic Planning
    • Succession Planning
    • New Business Formation
    • Non-Profit Organizations
  • Client Portal
  • Contact Us

Strategic Planning

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

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