Why Do I need Review Meetings with you?
Because these review meetings are the only opportunity we have to review your accounts as a whole which is critical to understanding how your business is doing.
As part of these review meetings, we will produce a series of reports which will be presented to you at the meeting. These reports will then form the basis for our discussion and we will make an assessment of how your business is doing and if any steps need to be put in place either to correct any issues or to achieve any future goals you may have for your business.
These meetings can happen either quarterly or monthly and can either be done both virtually or in person if requested depending on how much support you feel your business needs.