This ongoing service is for business owners who want consistent clarity, accountability, and guidance around their financial performance, rather than one-time reports.
We work with you month-to-month to track trends, interpret results, and support better decision-making as your business evolves. Instead of reviewing numbers in isolation, we focus on understanding patterns over time and using them to guide confident, informed actions.
Includes:
Continuously updated financial performance tracking
Month-to-month trend analysis and insight
Clear summaries highlighting what’s changing and why it matters
Two 30-minute advisory calls per month
Ongoing email support with your advisor, responses within 24-48 hours
Structured accountability and ongoing check-ins to support long-term growth
Timeline: Initial setup and first monthly reporting completed within 7-10 days
This ongoing service is for business owners who want consistent clarity, accountability, and guidance around their financial performance, rather than one-time reports.
We work with you month-to-month to track trends, interpret results, and support better decision-making as your business evolves. Instead of reviewing numbers in isolation, we focus on understanding patterns over time and using them to guide confident, informed actions.
Includes:
Continuously updated financial performance tracking
Month-to-month trend analysis and insight
Clear summaries highlighting what’s changing and why it matters
Two 30-minute advisory calls per month
Ongoing email support with your advisor, responses within 24-48 hours
Structured accountability and ongoing check-ins to support long-term growth
Timeline: Initial setup and first monthly reporting completed within 7-10 days
