Services
Strategic Planning and Business Coaching in Baton Rouge
Design the business into the future on purpose: clear conditions of satisfaction, a system of processes and strategies that produce the results you want.
What planning covers
The future you actually want, defined
Processes for critical functions
Quarterly planning as a habit
Coaching for the owner and team
What Strategic Planning Covers
Most owners plan by reacting to current conditions. Strategic planning replaces that with a defined future: what satisfaction looks like for you, what the business has to become to produce it and which strategies get you there.
Cary is a certified ontological coach as well as a CPA, so the work covers both the plan and the conversations and commitments that make a plan happen.
What’s Included
Planning is tailored to the owner and the business.
Direction
Conditions of satisfaction for the owner
Vision and goals for the business
Strategies mapped to each goal
Operating system
A system of processes for critical functions
Clear ownership of each function
Freeing the owner for entrepreneurial work
Rhythm
Quarterly planning sessions
Monthly review of progress
Course correction as conditions change
Coaching
Coaching for the owner
Leadership team development
Support through hard decisions
Problems We Solve
Planning is what separates a business that grows from one that just gets busier.
The owner is the bottleneck
Nothing important happens unless you are in the room.
Goals that never land
Plans are made in January and forgotten by March.
Growth without direction
The business takes whatever work shows up.
Good people leaving
No clear direction or process makes strong employees restless.
Owners ready to scale
Who need the business to run without them.
Leadership teams
That need one plan everyone is working from.
Founders planning an exit
Who want value and process in place first.
Businesses after fast growth
Where structure has not caught up yet.
How It Works
A clear path from the first conversation to steady, ongoing support.
1. Free consult
Talk through where the business is and what you want from it.
2. Define the future
Set conditions of satisfaction, goals and the strategies behind them.
3. Build the system
Processes and responsibilities for each critical function.
4. Plan every quarter
Review, adjust and keep the plan a living business practice.
Frequently Asked Questions
Answers to the questions Louisiana owners ask most.
What is a certified ontological coach?
It is a coaching discipline focused on how language, mood and commitments shape results. In practice it means the work covers the conversations behind the plan, not just the spreadsheet.
How long does planning take?
The first plan usually comes together in a few sessions, then quarterly planning keeps it current.
Do you work with my leadership team?
Yes. Plans that live only with the owner do not survive contact with the business.
Is this separate from the CFO work?
It can be either. Many owners combine planning with fractional CFO support so the plan has numbers behind it.
Hi, I am Cary.
Have a question that is not answered here? Reach out any time.
Related Services
Fractional CFO
Forecasts, KPIs and cash planning with senior financial leadership.
Accounting Management
An accounting department that closes on time and reports clearly.
Talk With Cary
Questions about fractional CFO, accounting management, bookkeeping or strategic planning? Call, email or book a free consult.
Areas served
Baton Rouge and south Louisiana, including Ascension, Livingston, Tangipahoa, St. Tammany, Lafayette and Lafourche parishes.
Phone
Office hours
Monday to Friday, 10am to 6pm Central Time