Daily Response Time and 8 hours of scheduled live support Zoom Meetings in the Platinum Subscription

Overview

The Platinum Program includes a daily response time to client messages, ensuring timely communication and ongoing support throughout the engagement.

This feature provides clients with consistent access to the ABBL team through structured communication channels, while maintaining organized workflows and response expectations.

Core Purpose

The purpose of this feature is to:

• Provide timely and reliable communication

• Ensure client questions and requests are acknowledged and addressed promptly

• Maintain efficient and trackable communication workflows

Standard Response Time

ABBL responds to client messages:

• Within 1 business day

• Excluding weekends and holidays

This applies to all standard communication submitted through approved channels.

Communication Channels

Clients may communicate with ABBL through:

• Client Portal (primary and preferred method)

• Email

• Text message (for follow-ups and communication notifications)

The Client Portal is the most efficient communication method, as it allows the entire ABBL team to:

• View messages

• Collaborate internally

• Respond more quickly and accurately

Response vs. Resolution

A response within 1 business day means:

• The message has been received, reviewed, and acknowledged

Some requests may require:

• Additional research

• Internal team coordination

• Review by the Accountant or Advisor

In these cases:

• A full response or resolution may take up to 2 business days or longer, depending on complexity

Structured Communication Workflow

All communication is managed through a structured system to ensure:

• Nothing is missed

• Requests are tracked and documented

• The appropriate team members can contribute

This system supports consistency and accountability across all client interactions.

Availability & Communication Boundaries

• Communication is asynchronous, not real-time

• Immediate or same-minute responses are not guaranteed

• Messages are handled during standard business hours only

• No response is provided on nights, weekends, or holidays

What Is Included

• Acknowledgment and response to messages within 1 business day

• Ongoing communication related to bookkeeping, accounting, and service workflows

• Coordination of responses across ABBL team members

What Is NOT Included

• Real-time or on-demand communication

• Immediate responses outside business hours

• Unlimited back-and-forth communication outside structured workflows

• Advisory discussions outside scheduled meetings

Client Responsibilities

Clients are responsible for:

• Submitting requests through approved communication channels

• Using the Client Portal whenever possible

• Providing clear and complete information when asking questions

• Allowing reasonable time for responses and follow-up

Internal Team Standard

Internally, ABBL is expected to:

• Monitor communication channels daily during business hours

• Respond to client messages within the defined timeframe

• Route questions to the appropriate team member when needed

• Maintain organized and professional communication at all times

Client Training Explanation / Key Takeaway

This feature ensures that your messages are consistently acknowledged and addressed within one business day, giving you reliable access to support when you need it.

At the same time, communication is structured to ensure:

• Accuracy over speed

• Proper review when needed

• Efficient coordination across the ABBL team

This allows ABBL to provide timely support while maintaining high-quality service. 2 hours per week of Live Remote Video Meetings via Zoom

Platinum includes up to 8 hours per month (2 hours per week) of live Zoom advisory with your dedicated Virtual CFO Advisor / Principal Accountant Client Manager. This is not just “check-in time”—it is structured, high-level financial guidance combined with tactical execution support to help you actively run your business with clarity.

By default, 1 hour per month is allocated to your Value Builder advisory session, focused on long-term growth, business valuation, and strategic planning. The remaining 7 hours are used for tactical financial meetings—supporting the day-to-day and month-to-month financial decisions that keep your business moving forward. If you choose not to hold the Value Builder session in a given month, that time can be reallocated toward additional tactical advisory.

You may schedule up to two 1-hour meetings per week, depending on your needs. These sessions can be used to review and take action on:

• Accounts Receivable (AR) and collections strategy

• Accounts Payable (AP) and cash management

• Payroll planning and execution

• Cash flow forecasting and runway analysis

• Budgeting and financial planning

• Month-end and year-to-date financial reviews

• Tax planning conversations

• Growth strategy and decision-making support

• Any operational or financial bottlenecks requiring clarity

Each meeting is agenda-driven and documented. Prior to your session, a meeting agenda is created and shared in your client portal. You can update this agenda at any time to prioritize what matters most, add questions, and track ongoing discussion items. After the meeting, it becomes a living record of decisions, action items, and progress over time.

Scheduling is simple and flexible.

Your Scheduling Assistant allows you to book, reschedule, or cancel meetings as needed, while also giving you full visibility into upcoming sessions directly within your portal.

All meetings are conducted remotely via Zoom, allowing you to access experienced financial leadership without the cost or inefficiency of in-person meetings. Your advisor doesn’t just review reports—they interpret your numbers, translate them into actionable insights, help you set and track goals, and hold you accountable to your financial targets.

This structure ensures that:

• You are consistently reviewing your financial performance

• Decisions are made with real data, not assumptions

• Issues are addressed in real time—not after the fact

• Strategy and execution stay aligned

Platinum Daily includes 8 hours per month (2 hours per week). Additional advisory time beyond these included hours will be billed as a change order at the rate outlined in your engagement agreement (or $150/hour if not otherwise specified).

The Bottom Line: You are not left to interpret your numbers alone. With consistent, structured access to your financial advisor, you gain real-time clarity, faster decision-making, and a partner who helps you actively manage and grow your business—not just report on it after the fact.