Business Intelligence Growth Planning Services

Business Analysis of Productivity

Strategic Financial Business Services is one of the many foundations we pride ourselves on; part of those services includes Business Growth Planning.


Business Planning

global.jpg

Planning of any kind, especially Business Growth Planning, takes a lot of effort to make sound financial judgments that remain in the best interest of your business and its customers. 

As part of our growth planning, we will analyze your business to help you implement and put processes in place to evaluate your current business growth. From there, we can determine where the opportunities for growth are and design a strategy that helps your company meet its goals.

We can anticipate your needs and calculate your risk, grow your business and help you manage your debts. We can find the right strategy that is custom-tailored to work for your business and its clients. With the right Business Growth Planning strategy in place, Helm continuously acts as the liaison and works directly with you to ensure the plan is in your best interests.


Business Growth & Dept Management

iStock-639636258.jpg

To have your business debts managed and cash flow steady, you must also be responsible for managing all aspects of your business finances, including debt management. Our Business Growth Planning Services help you develop a plan that sets goals and manages debt to expand and grow your business. Let us know your goals, and we'll set sail on the financial course of a lifetime where you grow your business, its product, and your client base.


Farm & Business Sales / Succession Planning

Transferring your business to a family member or selling it to an outside buyer can be a daunting and intimidating task. Helm can provide you with advice and a business succession plan that works for you. By understanding the needs of farmers and business owners, we can craft strategies tailored to the needs of you and your family. 

Farm and Business Sales and Succession Planning includes deploying our network of accountants and lawyers who ensure you make a solid and financially sound deal. In addition, we will help you make informed, educated and detailed decisions about the future of your farm, business, and overall wealth management goals, including issues of tax, capital gains, and charitable donations. Our goal is to place you in the best financial position possible, to limit tax burdens while preserving and growing your wealth.


Bookkeeping & Accounting Services

To be successful in all facets of what you do, accurate, reliable and trustworthy accounting and bookkeeping are essential to your company's stability and longevity. At Helm, we work to match you with the proper accounting and bookkeeping service to simplify your life, gain an advantage and increase efficiency and profit.


LET US MAKE FINANCIAL PLANNING SIMPLE. HOW CAN WE CAN HELP?