
Forecasting
Regular price $579.00 Sale price $499.00 Save $80.00WHAT WE DO
Our reports will help our client establish business goals that are realistic and feasible. • Develop data-driven strategies • Proactive instead of reactive We believe that regular communication and follow-ups with our clients are important steps in the financial planning process. Ongoing contact keeps the business on track to meet financial goals.
WHAT IT COSTS
▪ 1 Time Setup @$499/ Hour
WHAT WE ARE GOING TO DO
We fully understand the client’s statements in both the past and the future
• Profit and Loss Statement
• Balance Sheet
• Cash Flow Statement
• Provide a roadmap with the goals and desire objectives and how to get there
• Provide an insight of the resource requirements needed to reach the goals
• Simplicity / Foresight / Flexibility
• Optimum use of funds
• Liquidity & Anticipation of Contingencies
• Economic Overview
WHAT WE BRING TO THE TABLE
• Dashboard
• Pull Reports Anytime
• Inventory Control
• Transactions
• Bookkeeping
• Organize Financial Statements
• Payroll
• Financial Preparation
• Accounting Expert
• Build Excel
• Provides Roadmap
WHAT YOU ARE GOING TO GET
• Professional and certified assets to bring visibility and transparency to your business
• Attention to Detail
• Accounting Expert
• Bookkeeping Skills
• Numerical Skills
• Analytical Skills
• Proficient data documentation
• Open communication
• Creating Transparency
• Economical Awareness
• Commercial Awareness
• Budgeting
WHAT YOU NEED IN ORDER TO START
• OCD Reporting - Assessment Solution