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Financial Planning + Systems

rebeccacruz.co creatives co-pilot business support financial services social media services blog management pinterest virtual assistant

FINANCIAL SERVICES

FINANCIAL PLANNING & ANALYSIS

Deliverables:

  • Annual Operating Plan (Budget for the Year, Monthly, Quarterly)
  • Monthly Forecast (adjusted target based on actuals)
  • Monthly Actuals (actual financial results)
  • Setup of KPIs / business metrics
  • Monthly review of results and KPIs (Variance analysis + action planning)
  • Social media ROI
  • Launch metrics
  • Business set up – COA, accounting software (Quickbooks, Xerox, or Excel workbook)

Your Investment:

$600.00

per month

minimum of 6 months contract

BOOK THIS PACKAGE

Subscriptions not included. Bespoke packages available upon request.

rebeccacruz.co creatives co-pilot business support financial services social media services blog management pinterest virtual assistant

SYSTEMS & WORKFLOWS

TEMPLATES + BUSINESS DOCUMENTATION + GUIDELINES

Deliverables:

  • Review existing processes and guidelines
  • Create workflow for 5 processes (e.g. Client Onboarding, Podcasting, Blog, Social Media Management)
  • Develop detailed business documentations for relevant tasks (desktop procedure)
  • Identify areas needing guidelines
  • Develop guidelines as needed
  • Create templates for relevant tasks (e.g. blog summary, social media plan, Pinterest marketing)
  • Add-on: Branded graphics creation

Your Investment:

$500.00

Timeline of 6 weeks.

BOOK THIS PACKAGE

Subscriptions not included. Bespoke packages available upon request.

rebeccacruz.co creatives co-pilot business support financial services social media services blog management pinterest virtual assistant

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