ProfitFirstCertified-Horizontal-500-1Profit First Packages
*Review and Strategy meetings include a review of current financials in comparison to prior periods. It also includes review of Current Allocation Percentages (CAPS), make necessary changes to percentages to get closer to Targeted Allocation Percentages (TAPS). Review strategies implemented and achieved from previous meeting. Dis cuss new or ongoing strategies to decrease costs and increase profits.

Pin It on Pinterest

Share This