Quarterly 1-Hour Live Video Meeting via Zoom

Included in the Copper Quarterly Program

Purpose

The quarterly financial review session provides a dedicated time to walk through your completed financial reports, ask questions, and gain clarity on your business performance. This session ensures you understand your numbers without requiring ongoing real-time support.

What’s Included

The Copper program includes up to 1 hour per quarter of live video support via Zoom.

During this session, you may:

• Review your prior quarter’s financial statements

• Discuss year-to-date performance

• Ask questions about your reports and transactions

• Clarify Uncategorized items or financial activity

• Gain a better understanding of your financial position

This session is designed to support review and understanding of completed financials, not ongoing advisory or real-time bookkeeping.

How It Works

• Meetings are scheduled through ABBL’s scheduling system and Scheduling Assistant

• Sessions are typically held after quarterly financials are completed

• Quarterly meetings should be booked in the following months for best results:

  • March to discuss Q4 and YearEnd Financials (if needed sooner please upgrade)

  • May to discuss Q1 Financials

  • August to discuss Q2 Financials

  • November to discuss Q3 Financials

• The meeting is limited to 1 hour per quarter

• Time must be used within the quarter and does not roll over

Q1 Financials include: January, February, March

Q2 Financials include: April, May, June

Q3 Financials include July, August, September

Q4 Financials include: October, November, December

Year-End Financials include Jan - December of previous year and are sent out at end of February. This is why it is best to schedule your Year-End and Q4 meeting in March so that there’s time for our team to complete both the quarter end and year-end financials by end of February for review in March.

If you need your year-end financials sooner you should upgrade to Gold or Platinum so your numbers are updated more frequently and so you can meet with us earlier in the year to make updates sooner. The Copper Quarterly package is best for companies that have limited needs and won’t need many updates or changes to their financials by end of February for the previous year. It is also best for LLC or Sole Prop. companies that file in April not Corporations that have a March 15th deadline as the timing will be too close to meet that deadline unless it is standard to extend your tax return which is recemmneded if you have a Copper program and file as either an S or C corporation. 

Additional Meeting Time

If additional support is needed:

• Additional Zoom meetings can be scheduled

• Billed at $150 per hour

• Subject to team availability

Relationship to Communication Model

This session serves as the primary opportunity for real-time discussion within the Copper program.

• Day-to-day communication remains asynchronous via the client portal

• More complex or detailed conversations are best handled during this scheduled meeting

Client Responsibilities

To get the most value from your session, clients are expected to:

• Schedule their meeting in advance

• Review financial reports prior to the meeting

• Prepare questions or topics for discussion

• Attend on time or provide notice to reschedule

What Is Not Included

This feature does not include:

• Ongoing advisory or strategic financial planning

• Unlimited or on-demand meetings

• Real-time bookkeeping or live transaction processing

• Deep financial analysis or forecasting

Additional advisory services may be available through higher-tier programs.

When a Change Order or Upgrade May Apply

A change order or upgrade may be recommended if:

• Additional meeting time is consistently required

• The conversation shifts toward advisory or strategic support

• More frequent interaction is needed

Clients requiring ongoing guidance or deeper financial insight may be better suited for Gold or Platinum services.

Why This Matters

This quarterly session ensures you’re not just receiving reports—you’re understanding them. It provides a structured opportunity to stay connected to your financials, ask questions, and maintain clarity on your business performance.

The Bottom Line

Your quarterly 1-hour Zoom session gives you direct access to your financials in a clear, structured format—helping you stay informed, confident, and in control without requiring ongoing real-time support.