Business Performance

Business Developement 

View the future, not the past

Here’s where we ramp things up a notch! We add on a monthly one-on-one business performance management meeting to talk about what your numbers mean, how your business is performing, and changes we recommend. What we work on depends on your one-page business plan (which we prepare with you!) and can include:

• Cash flow & forecasts
• Improving workflow
• Budgeting
• Audit Services
• Financial dashboards
• Annual personal goal setting session
• Planning day: business development & strategy session