Quarterly 1-Hour Live Video Meeting via Zoom
- A Bigger Bottom Line, LLC
- 2 days ago
- 1 min read
Included in the Copper Quarterly Program
Stay informed and connected with a live, one-hour video meeting each quarter via Zoom. This session provides an opportunity to review the previous quarter’s financials and assess your year-to-date performance, ensuring you have a clear picture of your business’s financial health.
How This Works
Quarterly Review: Book a 1-hour Zoom session each quarter to discuss your financial statements, reconciliations, and overall business performance.
Additional Meetings: Need extra support? Additional Zoom meetings with our team can be scheduled for an additional fee as needed.
Alternative Communication: If you prefer to communicate outside of our portal via email, you may select the Email Communications Add-On Service and agree to the associated release of liability terms.
Key Benefits
External Benefit: Expert Guidance on a Quarterly Basis Quarterly live sessions provide a structured opportunity to review performance, clarify questions, and gain actionable insights from your financial data.
Internal Benefit: Strategic Oversight and Confidence Regular quarterly reviews help you track trends, evaluate progress toward goals, and make informed decisions with confidence.
The Bottom Line
With the Copper Quarterly Program, these 1-hour quarterly Zoom meetings give your business structured insight and expert support. By reviewing past performance and year-to-date status, you maintain visibility and control over your financials while planning strategically for the future.