The frequency of our meetings depends on the service package you choose. For example: 

• Bronze clients meet with us biannually to review their financials and business strategy. 

• Silver clients have quarterly meetings to set goals, track progress, and make adjustments. 

• Gold clients benefit from monthly CFO-style reviews and coaching to ensure their business stays on track. 

However, regardless of the level, our focus is on regular communication to keep you moving toward your goals.