Usually a company president/owner has a CPA or bookkeeper, an insurance agent, an investment advisor, and or a bank representative that he/she can call on. Ask yourself; do any of these people get together once a month to review, analyze and discuss your specific financial picture or situation? The answer is No ... they usually do not because they are all busy doing their individual job functions for you and many, many other business owners AND they most likely don't know each other.