Quarterly review

Standardize the quarterly review process across your team to make sure your clients are hitting their goals.


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This is the template used by Bette Hochberger Inc. to standardize the quarterly review process across the team. These steps help them make certain their clients are hitting their goals, personally and professionally.

Bette Hochberger Inc. is a boutique concierge accounting practice in South Florida specializing in start-ups and small businesses. Their typical clients include service professionals and small family owned businesses—for who they offer services that replace an in-house accounting team. They explore and make use of new cloud-based apps that will help their practice, and their clients to grow.