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✔ Monthly Financial Report – Detailed analysis of P&L (Profit & Loss Statement), cash flow, and key financial KPIs.
✔ Quarterly Strategic Insights – Market trends, opportunities, and risk assessments for sustainable growth.
✔ Financial Monitoring – Cost control, profitability analysis, and investment optimization.
✔ Email Support – Priority assistance for inquiries and strategic adjustments.
✔ Custom Financial Dashboards – Interactive visual reports for real-time financial tracking.
✔ Cash Flow Forecasting – Advanced projections to optimize liquidity and prevent financial bottlenecks.
Growth Plan – Business Intelligence
📦 Service Delivery
📅 Monthly reports are sent at the beginning of each month, providing a detailed analysis of financial performance.
📊 Quarterly insights are delivered at the end of each quarter, ensuring continuous strategic planning.
📩 Email support is available for ongoing assistance and clarification of questions.📈Custom Financial Dashboards – Interactive visual reports for real-time financial tracking.
💸Cash Flow Forecasting – Advanced projections to optimize liquidity and prevent financial bottlenecks.🔄 Cancellation & Refund Policy
🔹 Cancellation: The plan can be canceled at any time before the next billing cycle. We accept cancellations via credit card or by email request.
🔹 Refunds: Since we provide detailed and customized analyses, payments are non-refundable. However, if a package is purchased by mistake, the client has 24 hours to notify our team for a full refund.🌍 Ideal for growth businesses with annual revenue below $1.000,000.
This plan is recommended for small businesses and startups looking for structured financial intelligence and strategic insights. However, it is also suitable for growing businesses seeking financial monitoring and planning without the commitment of an in-house finance team.
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