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Update outdated business plans to reflect current goals and market realities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

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.

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