Our services are designed and tailored to the needs of your business today. It doesn’t stop there though. We will hold regular meetings with you and through these meetings we develop the services that we provide to you.
Our Guardians of your Cashflow are all experienced and have a proven track record in supporting businesses.
So, how does it work?
The first step is to book your discovery call with us.
In your discovery call we will learn about your business, what you currently have in place and begin putting together the plan for your guardian to support you.
Once you confirm your acceptance of the plan that we construct in the discovery call we will select your guardian from our team.
They will then begin acting on your behalf and putting the plan into action.
After the plan has been in place for a period of time we will schedule the first of your review calls.
In this call with your account manager you will review how the plan is working. You will also have the opportunity to amend the plan as needed.
After this call you are then in control and can schedule them at intervals that suit you. You can schedule them as often as you wish. We would recommend once a quarter but this is up to you.
The reviews can be booked here.
