“With LivePlan we provide solutions—achievable plans, ongoing analysis, and monthly meetings to help clients succeed. Whether a start-up or established, we understand the problems business owners face.”
Established in 1999, Banks & Associates has become well respected for the advice and counsel we provide to clients—our friends.
With years of experience owning and operating small businesses, we understand the stress of turning a dream into reality, having enough cash to make payroll, using today's technology to efficiently take care of customers or even hearing the bank say "no".
Learning your goals and objectives, we analyze your needs (and financial statements) to give small business owners the tools they need to succeed. You know your business, we help you learn business.
With LivePlan as a foundation, we help you quickly understand your progress by comparing actual financial results with prior year’s results, industry benchmarks and the cash forecast we help you develop.
Our staff can help you with the tasks normally expected of a CFO. We help you develop banking, compliance and risk management relationships and allow you to do what you do best—manage your business.
As your business grows, we provide sound advice to help you build the company infrastructure—technology, developing policies and procedures, human resources and more. We've had clients tell us we're the "wizards behind the curtain".
Whether our engagement is a one time project or a long term relationship, you can expect advice that produces solutions, confidence, growth, and prosperity. We help you execute your plan and achieve your dream.
We look forward to helping you turn your vision into reality.