The Silver Package

Silver Package

Get monthly or quarterly business performance reports. Get income and budget expenses to be able to analyze actuals to budgets. You will get quarterly meeting for 1 hour and a half and be able to receive and action list from the meeting.

  • Monthly or Quarterly Business Performance Reports
  • Income and Expense Budgets
  • Comparison of actuals to budgets
  • One at a time, two monitored Business areas worked on strategically at one time
  • Quarterly Meeting frequency
  • 1.5hrs Meeting length
  • Action List from meeting
  • Preference for bank manager to be invited to all or part of meeting
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