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SERVICES

Nothing to book right now. Check back soon.

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 more details? Contact us

We are here to assist you with any financial inquiries or challenges. Reach out to us via email or through LinkedIn for personalized support and guidance.

© 2024 by B² Advisors

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