The Platinum Package

Platinum Package

Get monthly business performance reports. Get income and budget expenses to be able to analyze actuals to budgets. There is also a cash flow forecasts to be prepared and how your spending can be improved. You will get a bi monthly or quarterly meeting for 2 hours and a half and be able to receive and action list from the meeting. The great advantage with getting a long term strategy develop from well prepared plans.


  • Monthly Business Performance Reports
  • Income and Expense Budgets
  • Comparison of actuals to budgets
  • Two Business areas worked on strategically at one time
  • Cash Flow forecasts prepared
  • Projected budgets and cash flow updated quarterly
  • Actuals put into cash flow forecasts quarterly
  • Bi-monthly or Quarterly Meeting frequency
  • 2.5hrs Meeting length
  • Action List from meeting
  • Long term strategy developed with execution plans
  • Preference for bank manager to be invited to all or part of meeting
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