What's Included:
· Monthly financial review with management reporting
· Rolling 13-week cash flow forecast (know what's coming)
· Quarterly strategic planning sessions
· KPI dashboard customized to your business
· Monthly variance analysis (actual vs. budget)
· Proactive recommendations for profit improvement
· Priority email/phone support (up to 4 hours monthly)
What's Included:
· Monthly financial review with management reporting
· Rolling 13-week cash flow forecast (know what's coming)
· Quarterly strategic planning sessions
· KPI dashboard customized to your business
· Monthly variance analysis (actual vs. budget)
· Proactive recommendations for profit improvement
· Priority email/phone support (up to 4 hours monthly)
Perfect for: Growing businesses where the owner needs to shift from doing everything to making strategic decisions based on solid financial data.
What this means for you: You'll make decisions with confidence, know your cash position weeks in advance, and have a trusted advisor to discuss growth opportunities and challenges.
