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These are our offered services.  Combining these services is a powerful tool and is the clear path to a growing and more profitable business! 

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Our 
Services

Start up

  • Financial assessement

  • Business Plan

  • 3 Years Projections

  • First Year Budget

Cash Crunch

  • 13 Weeks Cash Flow Forecast

  • Know every week your cash Flow situation

Small & Medium Sized Business advisory

  • Financial assessment

  • Yearly Goals Setting

  • Monthly Scoreboard

  • Monthly Re-forecast

  • Monthly Review Meeting

  • Monthly Focus Action Plan

  • 5 Years Planning

Small Biz

  • Financial assessment

  • Yearly Goals Setting

  • Yearly Action Plan

  • 6 Months review and alignment

"Fred is invested in the success of his clients. His focus is on building and planning with you. He is dedicated to working with you, side by side, to help craft your future. "

Chris Poese, AZ

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