Financial Care℠
Financial Care℠ is a comprehensive package of services to improve cash flow and profits through analysis, expertise and review by a senior professional.
Financial planning, business consulting and general management services for small business and non-profit organizations.
Provides Benefits of Packaged Services
Provides The Next Level℠ input
Gives access to professionals
Provides a routine Business Review
Fosters learning and exploring concepts
Combines different planning methodologies
Streamlines planning into simple steps
Contains Essentials of a Routine Review
Routinely conducted by firm management
Focus agenda on performance and progress
Content addresses past, present and future
Meeting minutes summarized in outline form
Review most significant operational factors
Lists status and responsibility of Open Issues
Makes Available Additional Options
Introduction of future periods reflecting trends
Assess progress of completion of key actions
Define priority, responsibility and completion
Discuss greatest impact of economic trends
Review of technical competitive conditions
Compares past to projected financial periods