Monthly Review

When we say “our team is your team”, we don’t exaggerate. After consulting with you, helping you purchase your software, and setting up your profile with you, we don’t leave you to the wild. We know the demands of business can get in the way of even maintaining all that you’ve learned, and that’s why we also offer monthly reporting. With monthly reporting you have the freedom to enter the data you already enter, and not have to remember to generate or analyze reports at the end of every month. We do that for you, and present it back to you in an easy-to-digest manner.

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Benefit 1

The control is still yours – we just help with a follow up for your consideration and planning.

Benefit 2

We include cash flow forecasts.

Benefit 3

We keep records for up to 10 years – your monthly reports are safe with us!