Z – Increase Business Value Packages

Financials Only

$2375

4 Financial Review Hours

2 Client Q&A to develop
key understanding

4 Travel, Setup, Prep and Communication Time (Hours)

4 Report Writing Time

Plus Key Ratios

$3875

8 Financial Review Hours

4 Client Q&A to develop
key understanding

6 Travel, Setup, Prep and Communication Time (Hours)

6 Report Writing Time

Review of Key
Financial Ratios

Review of Variable Costs including COGS

Plus Industry Comparisons

$5375

12 Financial Review Hours

6 Client Q&A to develop
key understanding

8 Travel, Setup, Prep and Communication Time (Hours)

8 Report Writing Time

Review of Key
Financial Ratios

Review of Variable Costs including COGS

Review of comparable industry measures

Comparison to
industry measures

Package Includes:

  • Review of 3 Key Financial Statements
  • Ability for client to give information via discovery document
  • Direct client communication and ability to ask questions
  • In-Person Meeting*
  • Client Business Checkup Report Summary
  • Focus on items that bring most impact for time or money

    *For travel outside of Dubuque area other expenses including, lodging, transport, airfare, meals, and other may apply