For growing businesses ready for deeper insight and data-driven decision-making.
Deliverables – Clear visibility into where your business stands and what’s next:
Monthly meetings to discuss performance, progress milestones, and objectives.
KPI dashboard and monthly performance analysis
Financial and operational analysis (e.g. trends, margins, and key ratios)
Rolling cash flow projection
Budget planning and alignment review
Profitability, pricing, and break-even analysis
Estimated tax calculations
Review and refine accounting systems to support scaling operations
Direct email and phone access between meetings for questions, updates, or guidance.