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Working with Financial Documents

Service

Quarterly Budget Analysis

WHY?

MONEY IS THE #1 STRESSOR IN OUR LIVES AND IT DRIVES OUR WORLD. IF YOU WANT TO REGAIN CONTROL OF YOUR FINANCES, ANALYZE COST-CUTTING, AND MAKE BETTER FINANCIAL DECISIONS FOR YOUR FAMILY AND YOUR BUSINESS, THEN YOU MUST KNOW HOW TO CONTROL YOUR FUNDS.

​​​​​​​EXPLANATION OF SERVICE

A QUARTERLY BUDGET ANALYSIS CAN BE AS DETAILED AS YOU WANT IT TO BE AND IT IS A HANDS-ON EXPERIENCE WITH A SUR ACCOUNTING CONSULTANT. THIS IS NOT FINANCIAL ADVISEMENT. THIS IS A STUDY OF YOUR SPENDING HABITS AND/OR BUSINESS LOANS AND A CRITIQUE AND DISCUSSION OF HOW TO SAVE AND SPEND MORE WISELY. OUR ANALYSI WILL OFFER SUGGESTIONS ON IMPROVEMENT AND HELP YOU SET GOALS THAT WILL POSITIVIELY CHANGE YOUR LIFE.

HOW DOES PRICING WORK?

IF YOU ARE ALREADY A SUR CLIENT, THEN A QUARTERLY BUDGET ANALYSIS IS A FLAT FEE. SPECIFIC PRICING IS BASED ON YOUR MONTHLY BOOKKEEPING AGREEMENT AND ONCE ESTABLISHED, A QUARTERLY MEETING WILL BE ARRANGED TO KEEP YOU ON TRACK.

IF YOU ARE NOT ALREADY A SUR CLIENT, THEN PLEASE FILL OUT THE FORM BELOW & SUBMIT TO GET A PROPER PRICE ESTIMATE. 

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HAPPY YOU ARE HERE.

SURE BEATS GUESSING.
CANCEL ANYTIME GUARANTEE 

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