Before making a commitment to the purchase of a new car, it is always nice to take it out for a spin, kick the tires, and get the feel for what it has to offer.  You can do that with our services too!  Our 90-Day Trial Plan is a perfect way to learn how our financial analysis and consulting plans will help you see first-hand the value in the “the numbers” and the story they tell you about how your business stands up against the competition, how the trends in your financial results give insight to where you’ve been and where you’re likely headed, and finally, the strengths and weaknesses of your financial health – and how to make necessary course corrections.

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This plan offers three months of careful analysis using our proprietary industry-specific benchmark data, and information from your monthly financial statements (Balance Sheet, Income Statement, Cash Flow Statement and Statement of Owner's Equity) supplied by you via electronic data transfer from your ERP system, for example, QuickBooks, or an electronic copy of your financial statements from your accountant.  You can rest assured, your data is never shared with any entity outside of our firm, and we treat all communications and consultations from our firm to you with the highest confidentiality.

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To get the process started, enrollment begins with receipt of the first installment assessed at the time you select the Plan and complete the checkout payment process.   We will then send you a form requesting certain financial information about your business and other necessary profile data that will be used to create a customized version of the 90-Day Trial Plan specific to your business.  Servicing of your plan begins the following month upon receipt of your four financial statements for the current reporting periord (plus statements for the prior period to assist in the initial set-up), due by the 15th business day of the month.  [Note:  To facilitate having your customized plan ready for the first servicing period, the completed request form must be returned to us within 7 calendar days of receipt.]

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Turn-around of our monthly servicing (financial statement analysis, market data analytics, and generation of our proprietary 9-Point Financial Analysis Report) is usually completed within 72 hours of receipt of your financial statements. 

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The monthly cost of the 90-Day Trial Plan is $223.00, which includes intial set-up, monthly servicing, reporting and consultations.

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Finally, we will schedule a monthly 30-minute one-on-one video (or telephone) review with you to go over the 9-Point Financial Analysis Report, answer any questions, and provide you with our observations and recommendations.

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It is our goal during the 90-Day trial period, you will not only see the value in our professional services, you will also have begun to incorporate this value into the daily operations and strategic planning of your business.

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Give our 90-Day Trail Plan a test drive today

or schedule a free consultation to learn more!