top of page
Business Meeting

Business Planning

To give yourself the biggest return on your investment, you need to ask yourself the right questions. Below are some of the key questions you should be asking yourself. We invite you to take our personalized 4-Part assessment to begin the journey to put your mind at ease. 

Subject 5: Who We Are


  • Have I created a Best-In-Class organization that does not need me on a daily basis?

  • Do I have a real comprehensive Business Continuity Plan fully staffed and in place?

  • Do I have a culture that attracts, trains, and retains talent and key employees?

  • Do I have efficient operations?

  • Do I have a systematic and proven manner to gain new customers?

  • Would I or my organization meet the due diligence test to prove these requirements?

  • Do I know and understand all of the possible exit strategies?  What is the best one for me and my organization? 

  • What are my financial needs now and when I retire?

  • What will my business(es) sell for? And will it provide the income and resources necessary to meet my family's needs net of taxes?

  • Is my business ready for me to exit? 

  • What are the tax consequences? Is there a more efficient alternative?

  • Am I ready?  What will I do? When is the right time?  How can we make sure I don't stay too long? Or, leave too early? Or, regret my decision?

  • If I never plan to sell or leave, what happens if life makes different choices for me?

If you would like to learn more about our business consulting services please contact us by calling us or using the contact form below.

Subject 5: Mission


Our firm performs outstanding customer service and speaks in a language
you can understand. Allow us to assist you with all of your tax and financial needs.

Subject 5: Image


Cathy Ann Helmstadter CPA has been specializing in taxation and accounting services in the Coachella Valley since 1995. The Firm has the skills, knowledge, and expertise to assist you with tax and accounting needs. We are ready to assist you with your financial needs as your trusted tax planner and consultant.

Thanks for submitting!


Helping You Achieve Your Goals

Every individual and business has different accounting needs, and we are here for any and every financial challenge you may face. Cathy Ann Helmstadter & Associates CPAs is ready to serve as a voice of reason for your tax planning and financial advising demands. We want to help you make the best decisions possible. Our personalized accounting services and solutions have helped our clients manage a better financial future.

bottom of page