Business Planning
Business Planning Services
We offer a comprehensive business planning process designed to meet the unique challenges and opportunities of businesses in Southern Wisconsin and across the US:
Strategic Goal Development
Define your short- and long-term business objectives with measurable milestones
Operational & Workflow Analysis
Evaluate and improve internal operations to enhance productivity and profitability
Sales & Marketing Strategy
Craft effective marketing plans tailored to your industry—whether retail, tech, real estate, or beyond
Financial Budgeting
Build realistic financial budgets to guide growth and attract financing
Human Resources Planning
Align your team structure with business needs in sectors like manufacturing, hospitality, and life sciences
Market Positioning & SWOT Analysis
Understand your competitive environment and leverage your internal strengths
Plan Reviews & Updates
Update outdated business plans to reflect current goals and market realities
Individualized Expertise. Strategic Vision.
A strong business plan is more than a formality, it's a foundation for growth.
Yet many business owners and executives put off planning due to day-to-day pressures. Berndt CPA brings structure, insight, and industry knowledge to your planning process to develop actionable, results-driven plans.
Our experience working with businesses across diverse industries and localities gives us the insight needed to create impactful business plans, from startups preparing to launch, to nonprofits strengthening their missions, to manufacturers planning expansions, and more. We don’t deliver generic templates—we deliver strategy rooted in your goals, your numbers, and your marketplace.
Industries We Serve
- Nonprofits & Associations
- Construction & Real Estate
- Manufacturing & Industrial Operations
- Pharmacies & Healthcare Providers
- Technology & Life Sciences
- Retail & Hospitality
- Professional Service Firms
Build a Better Business Plan Today
- Proudly serving clients across Wisconsin, Illinois, Iowa, and beyond
- Let’s talk about your future—Contact Berndt CPA to get started
- Customized strategic planning for sustainable success
Request a Consultation to learn how Berndt CPA can support your business planning needs.
