Investor Package » Maintain Monthly

The Purpose Of Maintaining Monthly

Tailor the Investor Package to meet the company’s needs. Once you have completed that, you have set up the basic infrastructure for the client.  The task will now shift to maintain the package by continuously updating it with current financial information.  Conduct maintenance on either a monthly or quarterly basis.

Once you have set up the initial Investor Package, it will be a question of maintaining it by inputting the most recent financial information.

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