Concierge Advisory Subscription
Monthly Subscription. Focused on value not time.
- 2 hr2 hours
- Monthly SubscriptionMonthly Subscription
- Customer's Place
Our concierge service allows you to allot your valuable time where it's needed most. We cater to you. We will review the monthly financial potion of your business; observe all current liquid asset accounts; analyze cash flow activity, revenue streams, and expenditures to help manage and control any factors effecting the equity of your business. This monthly subscription is an add-on to any bookkeeping package and includes the following White-Glove services: * Weekly Communication (Phone/Email) * Monthly Office Visit & Meeting * Monthly Financial Review * Monthly Budget Review & Planning * Quarterly Business Strategy Review & Planning
All deposits and payments are final and non refundable.
+ (301) 678-9492