Strategic Business Planning

Your Strategic Business Planning Experts

We love nothing more than helping businesses grow. And we pride ourselves on being there every step of the way. Our business acumen has helped countless businesses expand in both size and profit margins. We collaborate with you to create strategies that chart a course for success, and we’re there to guide you along the way. We don’t simply advise and retreat. We stay the course with you. When we plan, we persist; and when we persist, we succeed together.

Our Business Planning Process

We work with businesses from inception on to ensure their initial and continued success. By advising, examining and guiding accordingly across all phases of business development, we help make success as close to a guarantee as any business can get.

It starts with establishing and structuring a business to take advantage of whatever tax breaks may be available. Once the business is created, we can offer financial strategy, accounting and bookkeeping services to increase profits and maximize every dollar earned. We can even suggest investment and money management strategies to further increase profit margins.

Why Choose Us To Help Plan Your Business

We know what works and what doesn’t. We’ve seen what’s worked and what hasn’t. Our business planning services are rooted in experience, and we bring that experience to your table, to your business. When we help plan your business, expertise is on your side.

Planning Makes Perfect

There is no “perfect” in the business world. But taking advantage of our plethora of business planning services will get you as close to perfect as possible. When you plan based on experience and past success, results tend to repeat themselves. Success begets success.

From Start to Success

There is no finish line in the business realm. Businesses are always growing, evolving. We develop with your business, and plan organically. There is no specific formula for business planning, which is why we focus on knowing your business like we know our own.

About Eric Pierre

Eric Pierre is a certified CPA with a long-established career in the tax and finance industry. His knowledge of and expertise in those areas is only eclipsed by his passion for people. He loves nothing more than to help both individuals and businesses not only save money on taxes, but also achieve their most ambitious business goals.

Our Firm
Meet Eric Pierre


Eric is a one-of-a-kind breed. He networks and gives referrals, so I termed the expression ‘social CPA.’ Everybody loves Eric… he’s a great guy. I also moved my accounting over to Eric – and I’m extremely knowledgeable, I run tax practices. He knows his stuff. I would highly advise you to start working with Eric.”

Bob Friedenthal
Owner | Edge Up Networks

We hired Eric Pierre to do a review of our current taxes, and he found mistakes and got us refunds that we were supposed to receive from 2014. So I just want to invite you to do the same. Don’t think that you have the perfect tax process. Just make sure that you make a review appointment with him and he can give you an opinion if he sees any problems.”

Fran Herrera
Owner | Sharp Cash Solutions, LLC

It’s really important to me that I trust someone who I’m going to give my business to. So when preparing for my taxes, my colleague recommended Eric Pierre. He’s exceeded my expectations. Eric actually goes out of his way to meet his clients, rather than the other way around.”

Adam Cato
Realtor | California Listing Services

“I originally met with Eric to help me with my taxes, and he actually helped me run my business a little bit better. He suggested a few things that I could improve. I was so satisfied with his work that I actually referred him to a couple of my clients, which in turn, actually gave me more business.”

Oneida Franco
President | Franco Blueprint, Inc.
Read The Reviews

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