Financial Care℠

Financial Care℠ is a comprehensive package of financial planning, financial advisory services and financial management for businesses and non-profit organizations.

Services to improve cash flow and profits through analysis, expertise and review by a senior professional.

Provides Benefits of Packaged Services

  • Fosters learning and exploring concepts

  • Combines different planning methodologies

  • Streamlines planning into simple steps

  • Provides The Next Level℠ input

  • Gives access to professionals

  • Provides a routine Business Review

Contains Essentials of a Routine Review

  • Reviews routinely conducted by firm management

  • Focus agenda on performance and progress

  • Content addresses past, present and future data

  • 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

  • Defines priority, responsibility and completion of Open Issues

  • Discuss greatest impact of economic trends

  • Review of technical competitive conditions

  • Compares past to projected financial periods

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