Expert advice and guidance with Karen Brady
1. Monthly Financial Review Meetings
Review Reports: discuss new data and changes.
Decide on Action steps.
2. Five Element Cash Flow Management
Where and how to balance your money in and out.
A proven system that organizes and tracks your cash flow to simplify management.
Assurance that the money is always where it needs to be when you need it.
3. Financial Planning
Budgeting for prosperity, starting with what you need from the business. Yearly Budgets and Projections, and
5 year planning.
3. Accounting System Setup and Custom Design
Bookkeeping tailored to your business needs. Automated Integrations for your bank feeds.
Inventory and financial tracking.
Custom financial reports for clear oversight.