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The Monthly CFO Meeting You're Not Having With Yourself

The Monthly CFO Meeting You're Not Having With Yourself

Episode 120 Published 15 hours ago
Description

There's a difference between closing out the month and actually meeting with the numbers. Most creative business owners do the first, or their bookkeeper does it for them, and they skip the second entirely. The monthly close is transactional. Reconcile, categorize, generate reports. The monthly CFO meeting is strategic. Read the report, spot the trends, make the decisions, read the story your numbers are telling you. The businesses that grow with confidence are running the meeting. The businesses that grow with anxiety are just closing the books.

Today we're talking about the structure of a real monthly CFO meeting, what to walk in with, what to walk out with, and how to run it on yourself if you don't have a CFO yet.

Highlights

  • The line between closing your books and meeting with your numbers (and why skipping the second is where the anxiety comes from).
  • What you actually need on the desk before you sit down for the meeting.
  • The 5 questions your monthly meeting has to answer (and no, "did I make money?" is only 1 of them).
  • What every meeting should produce before you close the laptop.
  • The 3 signs you've been closing your books without ever really reading them.

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