Wow #6 — Easier to sell, easier to deliver
Client offer page
The link your client gets after the scoping call. Branded, clear, signable.
Prepared by Alvarez & Partners CPA
For Brighton Retail Group · valid 14 daysOwner Command Center
Advisory services built around your business.
A monthly advisory rhythm that gives you a clear view of the numbers, the issues, and the decisions ahead — delivered by your CPA team on a recurring cadence.
What you get
- Custom client command center for your business
- Monthly advisory review with your CPA team
- KPI tracking, profitability and cash flow analysis
- Action plan you and your team actually execute
How it works
- Week 1 — Engagement accepted, intake sent
- Week 2 — Connect accounting and operational data
- Week 3 — KPI setup and baseline review
- Ongoing — Monthly review every 2nd Tuesday
What we review monthly
- Revenue, gross margin, and net income trends
- Cash flow and runway
- Top issues, opportunities, and decisions to make
- Action items — owner, due date, status
What you'll see
- A clean dashboard, not a spreadsheet
- Plain-English commentary on what changed and why
- A short list of decisions — not a 40-page deck
Timeline
- 1AcceptWeek 1
- 2OnboardWeek 2
- 3Baseline reviewWeek 3
- 4Monthly cadenceWeek 4