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Service 08

Monthly Retainer · Continuous Support

Not a report read once a month: an analysis that accompanies you every week.

Permanent financial follow-up: a weekly meeting with that week's analysis and, at month-end, a summary with conclusions and prescriptions.

Meetings
4 + 1 monthly
Analysis
Weekly
Prescriptions
Monthly
What you get

The deliverable, no vagueness.

A weekly meeting with that week's analysis: what happened and what to watch now.

A month-end meeting with summary, conclusions and concrete prescriptions.

Backed by nearly 25 years of practice with real SME cases.

How it runs

Four stages, timelines in sight.

01
Week 1
Cash & collections
02
Week 2
Margin by line
03
Week 3
Stock & purchasing
04
Month-end
Prescriptions
This service's simulator

Weekly alert dashboard

This is the dashboard we review every Monday. Your operation defines the thresholds; the system warns before, not after. Simulate a week and see what lights up.

Operating traffic light
Your assumptions
This week's indicators

A case from this service

No more finding out late

A family business made cash decisions a month behind. With weekly follow-up they moved to deciding a week ahead, with no arguments about which number was right.

Wholesale distribution · Bogotá, Colombia
1 week
Decision lead time
4 + 1
Sessions per month
Other services
Mergers & AcquisitionsBusiness ValuationFinancial RestructuringFinancial Modelling + AIDue DiligenceStrategic PlanningEfficient Administration

Shall we run this simulator with your real numbers?

In the Express Financial Diagnosis we use your actual statements, not assumptions. One hour, no cost.

Book the diagnosis WhatsApp
SIMULATORS ARE ILLUSTRATIVE AND DO NOT CONSTITUTE FINANCIAL ADVICE