Business Plan Services: A Retail Case Study

Building a strong Financial Solution for a Retail Shop

At a Glance

After talking with the business owner and hearing their stress and causes of concern, we quickly stepped in to clean up their financial situation and to provide a calm and knowledgable presence.


For this retail startup, the owner was doing their own books and a strong business foundation had yet to be established. As is the case with most startups, there were multiple bank accounts and credit cards – all of which had never been reconciled. Their owner was stressed regarding their financial situation, didn’t have a clear picture of their company’s financial history, and lacked financial support that every business owner should have.

The Solution

After talking with this small business owner, we quickly reconciled their books, put a plan in place to close many of the bank and credit card accounts, and walked the business owner through their financial statements.

Image showing three key points of business planning, bookkeeping, and business coaching

The Results

  • Updated Financials

    Business had clean, accurate, and current financials.

  • Financial Education

    Business owner understood their financial situation and was able to plan for the future.

  • Less Stress

    Business owner became less stressed about the business', and their own, financial situation. The business also had less debt and a strong plan.

Key Metrics

  • 8

    Months of reconciliation.

  • $5K

    Less debt.

  • 4

    Closed accounts.

Let’s Work Together

With a wide range of knowledge, including finance, marketing and vision building and an ability to bring-in and communicate with various specialists to ensure optimal care, Fox and Partners is uniquely suited to bring to the business world what the medical world has had for decades – a warm first point of contact, a professional with a breadth of knowledge and coordination for all of your business and financial needs.