Most businesses benefit from a mid-year true-up in the May-June timeframe. Did the first part of the year meet their expectations? Did they increase sales or profitability? Did they expand their customer base, or increase price, or improve their cash position?

Understanding where they are at the six month mark helps companies course-correct during the latter part of their year, and meet their annual goals.

We at Profitability Business Solutions offer our clients a "True-up" package that helps answer these questions. We start marketing this service earlier in the year and encourage people to reserve their spot!