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Monthly Plans & Services
Why a Monthly Plan
The purpose behind the monthly plans that we offer is to help small business owners obtain the services and advice they need without being "nickel & dimed" and having to fear budget-busting to get advise.
We believe in a proactive style of problem avoidance, rather than the traditional ''break it, fix it'' problem solving style of decision making
We want clients to call and ask us questions long before a question becomes a problem. We will ask questions of you to avoid problems.
As your advisors, we will be the people you can trust, the people you can speak openly with, and can count on as part of your management team.
"Meterless" Communications includes unlimited emails, texts and phone calls.
A Financial Review is a prepared financial analysis report reviewed at the monthly meeting.
A 1-on-1 Meeting is a 1 hour face-to-face or virtual meeting with the client.
If additional time is needed an hourly rate plan can be provided.
COSULTING Business Valuator