Financial MAP

$249.00 / month

  • An analysis of budgeted versus actual expenses and revenue (to be completed after your books are closed out for the previous month)
  • A quick update to your Business Financial Strategy
  • A personalized Loom video update from your financial strategist with suggested goals, insights, and recommendations based on your Business Financial Strategy update
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Your Business Financial Strategy is a very useful tool in gauging where your business will be in a year. However, if you aren’t familiar with its many additional uses, the natural tendency may be to set it aside after your call and rarely pick it up again. Fortunately, your financial strategist is an expert at utilizing this forecast to track the performance of your company on a monthly basis by comparing what was expected to what actually occurred. They will clearly communicate this information to you, addressing not only what happened but also the significance of it.

In addition, as you interact each month, your strategist will develop and grow a personal relationship with you and your business. There is a financial component to almost every business decision. Through this invaluable relationship, your strategist will serve as your resource; consulting you on the financial piece of the decision-making process. Having your strategist at your side will greatly assist you in navigating the many complex business issues that you will face in the future.

Your Business Financial Monthly Action Plan (MAP) includes:

  • An analysis of budgeted versus actual expenses and revenue (to be completed after your books are closed out for the previous month)
  • A quick update to your Business Financial Strategy
  • A personalized Loom video update from your financial strategist with suggested goals, insights, and recommendations based on your Business Financial Strategy update

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