We’ll see if the $2,000 setup + $249/month forecast is a fit. No pitch deck. No software demo.
What we’ll cover:
How you see cash today, whether QuickBooks Online is the source of truth, and whether a 13-week rolling view would change Monday-morning decisions.
Who you will meet with:
- Bill Cosgrove
- MBA, CPA. 20+ years as a PE-backed CFO. DFW.
What to have handy:
- Who watches cash now (you, bookkeeper, or CPA)
- One recent cash surprise, if you have one.
- You use QuickBooks Online