top of page

Business Financial Planning Fresno, CA

Our Business Enhancement program integrates both business and personal finances to achieve an optimal tax, savings and growth plan.

Business financial planning is the task of determining how a business will afford to achieve its strategic goals and objectives. Usually, a company creates a Financial Plan immediately after the vision and objectives have been set. The Financial Plan describes each of the activities, resources, equipment and materials that are needed to achieve these objectives, as well as the time frames involved.

Business financial planning involves the following tasks:

  • Establish a trusting relationship with our client.

  • Assess the business environment.

  • Collect financial documents and data.

  • Confirm the business vision and objectives.

  • Identify the types of resources needed to achieve these objectives.

  • Help quantify the amount of resource (labor, equipment, materials).

  • Calculate the total cost of each type of resource.

  • Summarize the costs to create a budget.

  • Identify any risks and issues with the budget set.

  • Develop various cash flow scenarios.

  • Ongoing review of financial statements and viability of decisions.On-go


The Financial Planning process for a business is critical to the success of any organization. It provides you, the business owner with an objective view and can confirm if your objectives are achievable from a financial point of view.

It also helps small business owners set financial targets for the organization, and potentially reward staff or business partners for meeting objectives within the budget.


The Business Plan Enhancement Program (comprehensive plan) is designed for successful business owners. An emphasis is placed on integrating both business and personal financial affairs, so as to balance the day-to-day of managing your biggest asset and the risks of running your business with the security of personal finances.

The Business Plan Enhancement Program requires an initial collection of data and documents. The process may result in a few drafts and more than one meeting. Depending on your needs our Business Enhancement Program is designed to assist you weekly, monthly, quarterly or just annually. 


The Business Plan Enhancement may include:

  • Ongoing coaching service

  • Corporate structure analysis

  • Risk management

  • Tax return reviews 

  • Succession planning

  • Buy/Sell funding

  • Generational financial planning and family risk management

  • Business structure

  • Business plans

  • Business development 

  • Cash flow planning

  • Scenario planning with financial data

  • Collaboration with your accountant, bookkeeper, insurance agent and attorney

  • Review of financial statements 

The Business Plan Enhancement Program is most suitable for the successful business owner. Our plan can also help you maximize tax planning while conforming to IRS rules, specifically for business owners and California corporations.

*Kerr Wealth Management are not CPA’s or attorneys and clients should consult with either regarding tax law and advice and corporate structure or legal matters. A conflict exists if we recommend insurance products, retirement plans, or other services provided by an affiliated company and provide such additional services because we may earn additional compensation. 

bottom of page