Financial Analysis Package focuses on giving clients visibility into their current financial situation through:
- Actuals vs Budget variance analysis
- A detailed recommendations report based on best practices
- A consultation call to review findings and answer questions
Budget Preparation Package helps clients take control of their finances with:
- A comprehensive monthly budget for the entire year
- A supporting budget guide document
- A consultation call to ensure understanding and implementation
Business Plan & Budget Package extends the Standard package to include long-term growth planning with:
- Everything in the Standard package
- A 3-year business plan with monthly detail
- An accompanying report document
These packages seem well-structured to address different financial planning needs, from analysis of current performance to detailed budgeting and long-term business planning.
Is there something specific you’d like me to help with regarding these packages? Perhaps I could assist with refining the descriptions, suggesting alternative ways to present them, or discussing how to market them effectively to potential clients.
