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Concierge Advisory Subscription

Monthly Subscription. Focused on value not time.

  • 2 hours
  • Monthly Subscription
  • Customer's Place

Service Description

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


Cancellation Policy

All deposits and payments are final and non refundable.


Contact Details

+ (301) 678-9492

bizmanager@trinityfms.com

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