*Basics Package Includes**
* 3 way Forecast
* Business Plan / Strategic Plan
– includes 1 hour meeting
* Monthly CFO Reporting (KPI)
* Quarterly Review Meeting
* Pretium Solutions Client Advisory Board
Basic Business Success (CFO)
Get This Package
The Builder Business Success (CFO)
Builder Package Includes**
* 3 way Forecast
* Business Plan / Strategic Plan
– includes 4 hour meeting
* Monthly CFO Reporting (KPI)
* Monthly Review Meeting
* Fortnightly Check-in (15 minutes)
* Milestones & Projects – Reporting & Trading
* ‘On-call’ (30 minutes)
* Pretium Solutions Client Advisory Board
The Leader Business Success (CFO)
Leader Package Includes**
* 3 way Forecast
* Business Plan / Strategic Plan
– quarterly meeting
* Monthly CFO Reporting (KPI)
* Monthly Review Meeting
* Weekly Check-in (15 minutes)
* Milestones & Projects – Reporting & Trading
* ‘On-call’ (2 hours)
* Pretium Solutions Client Advisory Board Discounts apply for multiple packages.
Add-ons:
- Payroll
- Cloud solutions & subscriptions (Eg. Xero, Receipt Bank)
- BAS / GST returns
- ASIC admin
- Registrations (Eg. ABN, TFN, GST, business name)
- SMSF admin
- Trust set up; review and onboard
- Consulting