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Our Services

1

Quarterly Package

  1. Quarterly Call – 90 minutes

  2. Review Financial Analysis

  3. Cash Flow Forecasting – 6 months, updated monthly

  4. Budgets/Projections – 12 months, updated quarterly

  5. Goal Setting, updated quarterly

  6. Monthly Check-in – 30 minutes

  7. Weekly Check-in - 30 minutes for first 6 weeks

1

Quarterly Package

  1. Quarterly Call – 90 minutes

  2. Review Financial Analysis

  3. Cash Flow Forecasting – 6 months, updated monthly

  4. Budgets/Projections – 12 months, updated quarterly

  5. Goal Setting, updated quarterly

  6. Monthly Check-in – 30 minutes

  7. Weekly Check-in - 30 minutes for first 6 weeks

2

Monthly Package

  1. Monthly Call - 60 minutes

  2. Review Financial Analysis

  3. Cash Flow Forecasting – 12 months, updated monthly

  4. Budgets/Projections – 12 months, updated monthly

  5. Goal Setting, updated monthly

  6. Bi-weekly call – 30 minutes

  7. Weekly Check-in for first 13 weeks

Need Expert Financial Assistance? Contact B² Advisors

We are here to assist. Contact B² Advisors for expert financial guidance and insights tailored to your business needs. Reach out to us by phone, email, or via our social media channels.

© 2024 by B² Advisors

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