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Our Approach

1. Regular Client Interaction

  • Hold regular face-to-face or virtual meetings to maintain alignment and address issues promptly.

 

2. Custom and Insightful Reporting:

  • Create personalized reports tailored to each client's specific needs, emphasis on key metrics relevant to each client.

  • Provide written monthly financial commentary for better retention and reference.

  • Ensure reports conclude with clear, actionable recommendations.

 

3. Coach Clients:

  • Educate clients on financial statements and concepts to improve their understanding.

  • Make complex financial information accessible and understandable.

 

4. Manage Strategic Relationships:

  • Oversee relationships with auditors, lawyers, bankers and other professional parties.

  • Act as a communication bridge, helping clients fully understand critical conversations and decisions.

 

5. Support Client Teams:

  • Help clients assess and manage their accounting teams.

 

6. Commitment to Service:

  • Respond to client communications promptly, beyond scheduled meetings.

  • Flexible with scheduling to accommodate critical needs, ensuring high service levels for all clients.

Need more details? Contact us

We are here to assist. We want to help connect the dots.

© 2019 by Grange Management Services

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