Services & Plans

What you’ll get

✺

One on one discussions – weekly, monthly, quarterly
✺

Review financials monthly or quarterly with an overview of current accounting systems and processes
✺

Review or select a banking relationship and Meet with banker to explain financials
✺

Work with bookkeeper to make appropriate accounting adjustments after review
✺

Cash flow discussion and analysis
✺

Cost containment reviews

Plan Options

The basic plan includes all of the above services provided quarterly.

The standard plan includes all of the above services provided monthly. This plan also includes

Review capital expenditures and recommend timing on purchases
Review building selection for growth and banking terms
Review and ensure the business has the best mix of lines of credit and term loans

The concierge plan includes all services in the Basic and Standard plans provided as needed. This plan also includes

IT analysis
Retirement plan discussion and recommendation for type of plan and third party administrator
Review professional team and recommend
Review personnel files and resumés for new hires
Review owners personal financial condition and make recommendations

For a custom plan designed specifically for your business needs, contact us for a quote.