Before we can take you on as an important member of your team, we require an initial meeting to review your needs are and how we can support you. This will entail a detailed review of your current systems. Note; this step is required prior to taking on any new client for cash management services. Once this is done, we will offer you a regular monthly fee based upon your monthly needs.
The cost of this initial review $225.00
This does not include advisory services, this is just a review of your systems and initial fact finding information session only.
Note; there are limited spaces available for monthly cash management services as we wish to ensure we meet your needs.
After the review, you will be provided with a quote for monthly cash management services and all the services entailed.
In this session I will answer your questions, provide tips or guidance based upon your queries and provide guidance with specific areas in your business. This will include a review of your current bookkeeping systems.
Questions and current financials are to be sent in advance.
This session is at a cost of $400.00
The book is available on Amazon in paperback and in Kindle format.
Note: workbook will be available soon.
You can find all the details of our full bookkeeping services available on our sister site
Those interested in more support or would like to take a course on what to look for, how to implement key strategies, and get the tools in place to manage your cash management strategies, or are new in business, then this is for you!
Tools To Manage Your Money