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Scott Soucy

Scott Soucy

CPA, Kaufman Rossin

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“Scott utilizes LivePlan as a planning, forecasting and modeling tool building on his experience as a Professional Implementer of the Entrepreneurial Operating System® (EOS).”

“A goal without a plan is just a wish.” – Antoine de Saint-Exupery

At the Entrepreneurial Advisory Institute (EAI) we are committed to helping entrepreneurs clarify, simplify and achieve their vision. Our program is structured to: Create the business you want, Implement it, and Deliver results.

Because EAI advises many small businesses, we have extensive experience with planning, forecasting and modeling and can help you to perform a periodic checkup to see whether your forecast is realistic in light of your specific circumstances.

Small business owners don’t have the luxury of a strategic planning department, and daily operations consume most of your time. EAI can serve as your strategic adviser and help you boil your strategy down into measurable goals, execute your strategy and review your progress on a regular basis.

This planning identifies critical issues before they occur and holds key staff accountable for results. The data reveals the performance of the various operational functions of the business and sparks conversations, decisions and changes to affect growth.

Our strategy meetings with business leaders reveal answers and adjustments that are at the very heart of strategic planning: adjustments to the forecast and adjustments to the business itself.

Industry Focus

  • Any industry

Services

  • Financial Forecasting and Performance Review
  • Managerial Accounting or CFO
  • Tax Preparation and/or Succession Planning

Business Stage

  • An idea/pre-revenue
  • 0-1 years
  • 2+ years
  • A nonprofit
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