Financial Strategy
Financial Strategy
We’ll create a template you can follow to continue growing your business. Simply pick a package from the options below.
Both packages include:
A free 30-minute consultation, virtual or in person
Eligibility for a discount if you’re already enrolled in one of our Business Financial Management plans
Financial Strategy Packages
Package One
Best for businesses looking to grow through financial solutions
Evaluation of your current business standing
Cash flow account set up
Financial audit to streamline practices
GAAP review
Recommendations for appropriate software
Facilitation of HR procedures and management tiers
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Package Two
Best for investors in need of financial solutions to make smart decisions
Asset review to identify needs & opportunities
Financial analysis
Cash flow forecasting
Establishment and management of KPIs
Ratio analysis
Revenue growth tracking
Implementation of accounting & operational workflows
Recommendations based on best practices