Financial Management-Only Package
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SERVICE OVERVIEW
Financial Management-Only Package Overview
Service Duration:
- Standard: 12 months
- Short-Term: 6 months (accelerated)
Included Services:
- Monthly Financial Reporting and Cash Flow Management
- Budgeting and Forecasting
- Quarterly Profitability Reviews
- Bi-Annual Financial Audits
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Initial Consultation (60 mins)
Objective: Establish a baseline understanding of the business’s financial performance and goals, including current cash flow management practices, financial forecasting needs, and profitability.
Success Criteria: Clear understanding of the client’s financial situation and goals, setting the foundation for monthly reviews and audits.
Monthly Financial Reviews (60 mins each)
Objective: Provide regular, in-depth reviews of the business’s financial performance, focusing on cash flow management, revenue and expense tracking, and alignment with budgetary forecasts.
Success Criteria: The client’s financial performance is regularly monitored, with adjustments made as necessary to ensure sustainability and profitability.
Quarterly Profitability Reviews (60 mins each)
Objective: Conduct a comprehensive review of the business’s profitability each quarter, focusing on identifying trends in revenue and expenses, and providing strategic recommendations for increasing profitability.
Success Criteria: Clear insights into profitability trends, with strategic recommendations provided to enhance profit margins.
Bi-Annual Financial Audits (60 mins each)
Objective: Conduct a thorough audit of the business’s financial records every six months to ensure accuracy, compliance, and financial health, with a focus on cash flow, expense management, and overall financial strategy.
Success Criteria: The audit verifies the accuracy and health of the business’s financials, ensuring compliance and identifying areas for improvement.
Short-Term Options (6-Month Plan)
Core Financials and Cash Flow Management
Objective: Focus on managing the business’s core financials and ensuring healthy cash flow management over the short-term period.
Key Focus Areas:
- Emphasize cash flow management to ensure the business can meet short-term obligations and avoid liquidity issues.
- Provide actionable recommendations for improving revenue generation and controlling expenses during the accelerated timeframe.
Monthly Profitability Reports (60 mins each)
Objective: Provide monthly profitability reports for the client to monitor and adjust their financial performance more frequently in the accelerated timeframe.
Time Commitment: 6 reviews (60 mins each, one per month for 6 months).
Actions:
- Review and analyze monthly profitability trends.
- Provide recommendations for improving profit margins and controlling costs.
- Ensure the business remains profitable and financially healthy over the short-term period.
End-of-Engagement Financial Audit (60 mins)
Objective: Conduct a final audit at the end of the 6-month engagement to ensure the business’s financials are accurate and aligned with their financial goals.
Time Commitment: 1 audit (60 mins at the end of the 6-month engagement).
Actions:
- Review the entire financial performance over the 6-month period, focusing on cash flow, expense management, and revenue growth.
- Identify any risks or areas for improvement that the business should address moving forward
Expanded Time Frame Summary for Touchpoints
12-Month Plan:
Initial Consultation (60 mins)
Conducted within the first 2 weeks.
Monthly Financial Reviews (60 mins each)
12 reviews, one per month.
Quarterly Profitability Reviews (60 mins each)
reviews, one per quarter.
Bi-Annual Financial Audits (60 mins each)
2 audits, one every six months.
6-Month Plan (Accelerated):
Initial Consultation (60 mins)
Conducted in the first week.
Monthly Financial Reviews (60 mins each)
6 reviews, one per month.
Quarterly Profitability Reviews (60 mins each)
6 reports, one per month.
Bi-Annual Financial Audits (60 mins each)
1 audit at the end of the engagement.
Founder of Tech Startups, Inc
“Augustin Insights played a key role in laying the foundation for our startup's success. Their clear, strategic guidance helped us streamline our processes and set up vital financial systems. Within six months, we saw a 50% increase in revenue!”
COO at Apex Solutions
“We needed to scale our operations, and the Professional Operational Excellence Package delivered beyond our expectations. Thanks to their advanced financial planning and SOP development, we’ve improved our efficiency by 40% and can now handle twice the workload seamlessly.”
CEO of Visionary Enterprises
“The Premium Package completely transformed our business! From automated workflows to financial modeling, every detail was meticulously handled. Our revenue has increased by 70%, and we’ve never been more efficient.”
Owner of Bright Horizons Consulting
“With the Business Management Package, we no longer have to worry about day-to-day operations. Augustin Insights keeps our financials on track, monitors performance, and ensures everything runs smoothly. This has freed up my time to focus on growth and strategy.”
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