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Smarter Financial Decisions in Just 3 Months
Comprehensive Financial Insights & Strategy – $15,000
Over the next three months, we’ll dive deep into your finances to deliver clear strategies
and actionable insights that drive growth and stability for your business.
Bonus Perks:
• Free one-month QuickBooks Online Advanced subscription
• Discounted QuickBooks Online Advanced available after the trial period
• Financing options available
• Reduced initial payment arrangements to make getting started stress-free
What’s Included:
Expert Deliverables Tailored to Your Needs
DELIVERABLE
HOW IT HELPS YOUR BUSINESS
CashFlow Trend Reports
See where your money comes from and goes with detailed worksheets for cash inflow/outflow trends and cash balance trends.
CashFlow Planner Reports
Get projection and forecasting scenarios paired with clear analysis to plan for growth and handle challenges.
CPA-Verified Statement of CashFlows
Ensure your financials are accurate and compliant, with expert insights and CPA-verified adjusting entries.
Profit and Loss Forecast Reports
Analyze profit and loss trends using averages from the last 3 months to make smarter business decisions.
Monitor your profits and losses over time using averages from the last three months to make smarter business decisions.
Customized Insights on Key Metrics
Improve your business’s performance with recommendations on your revenue, expenses, and more.
Monthly Strategic Reports
Receive three comprehensive reports with actionable takeaways each month.
Referral to Trusted Professionals
Access a network of industry-aligned experts for additional business support.
Why Choose This 3-Month Package?
-
Turn Knowledge into Growth: Discover where your finances can be optimized to
boost profit and stability. -
Plan with Confidence: Equip yourself with accurate data and actionable insights to
avoid costly mistakes. -
Designed for SMEs: Solutions that fit the unique challenges and opportunities of
small businesses. -
Bonus Perks and Flexible Options: Financing, discounts, and reduced upfront
payments make it easy to start.
Act Now
In just three months, you can transform the way you manage your finances and set the
foundation for long-term success.
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