How do I schedule a call with my Financial Consultant?
- Email firstname.lastname@example.org and ask to schedule a call with your Financial Consultant and we will reply with a link to your business' dedicated Financial Consultant's scheduling link.
- If you have a recent email from your Financial Consultant, in the signature of their email click on the "schedule a call here" link.
When Should I Schedule a Call with my Financial Consultant?
- Learn how to best leverage Edge to access reports and monitor performance
- Understand accounting concepts (general concepts or nuances within your brand or industry)
- Review your books and or better understand your specific outcomes
- Engage more directly as a follow up from a webinar or assistance in using a Ceterus do-it-yourself tool
- Ask about recent developments in the broad political or economic environment or a trend in your industry
- For new locations beginning the onboarding process that need a kick-off call.
Who is My Financial Consultant?
Scheduling a Call with my Customer Success Team
More Questions? Email Ceterus Support
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