Live Remote Support + Daily Response Time in the Platinum Subscription

Business moves quickly, and when questions come up, you need answers—not delays. With our Live Remote Support service, you gain direct access to your accounting team for real-time guidance, troubleshooting, and financial discussions. Whether you need help reviewing numbers, evaluating decisions, or seeking clarity on transactions, we’re here to support you quickly and efficiently.

Clients may schedule up to 8 x 1-hour meetings with our team to review Accounts Receivable, Accounts Payable, Payroll, Cashflow, and other financial areas that require oversight. Each month, your meetings will be specifically designed to discuss the following topics:

• 7 x 1-hour meetings to go over AR, AP, payroll, and current questions

• 1 x 1-hour meeting to discuss your Month-end financial review for the previous month and year-to-date results. If desired, these conversations can segue into tax planning, year-end discussions, and more. This is also where we can have your strategic financial conversations around the Value Builder Business Program

Prefer communication outside our client portal? No problem—you can opt for the Email Communications Add-On, with acknowledgment of release of liability terms.

What’s Included:

• Daily response time to messages inside the client portal

• Up to 8 hours per month of live Zoom support total between your 7 live tactical meetings and you 8th meeting to go over your advisory monthly overview if desired.

• You may choose to meet with us twice a week to cover your tactical financial overview in your Zoom meetings and then use your 8th meeting as an advisory meeting. If you need it to be tactical, we can accommodate that instead.

• One of your live remote 1-hour meetings each month will be to go over the Value Builder program

• Guidance on AR, AP, payroll, cash flow, financial decisions, and more

• Email communication available as an optional add-on

Why It Matters:

Questions can bottleneck progress, especially when finances are involved. With structured live support and fast message response time, you never have to pause growth while waiting for answers. You get the clarity you need, right when you need it.

Benefits You’ll Experience

External:

✔ Immediate access to your accounting team when you need clarity or support. Business valuation and goal planning.

Internal:

✔ Fast answers, no waiting, decisions move forward with confidence.

The Bottom Line

Business is easier when support is within reach. With daily message response and dedicated live Zoom hours, you gain a team who works with you, not just for you. Questions get answered. Numbers make sense. Decisions move forward instead of sitting on your to-do list. You stay supported, informed, and always one call away from clarity.