• Built by Nathan Hirsch & Connor Gillivan — co-founders of EcomBalance

The Monthly Finance Meeting Agenda We Used to Sell Our Last Company for 8 Figures.

Same agenda. Same one-hour meeting. Run it on the second Tuesday of every month and you’ll know your numbers better than 95% of ecommerce operators. Free download.

No spam. Unsubscribe anytime. We’ll email the PDF in under 60 seconds

Used by 200+ ecommerce founders running brands from $500K to $50M+ in annual revenue.

Who This Is For

If you've never sat down with your books on purpose, this is for you.

I’ve been running ecommerce companies for over 10 years. The single biggest difference between the founders who scale and the ones who plateau is whether they look at their financials on a set schedule, with a real agenda, and a real team.

Operators who plateau

Most operators don’t. They check the bank account, glance at sales, and call it a day. That’s why things quietly slip away:

Margins shrink without anyone noticing until it's too late.

Cash gets tight three months before they see it coming.

Year-end taxes feel like a surprise instead of a structured plan.

Founders who scale

This agenda fixes that. It’s the one we built at FreeUp, refined at EcomBalance, and now hand to every operator who asks us how to run their numbers like a real business.

What You'll Get

Inside the PDF

This isn’t a worksheet or a template you have to fill in. It’s the actual agenda we use. Open it, run the meeting, repeat next month.

01

The exact 7-part agenda we ran every month at FreeUp from $5K to $12M in ARR.

Print it, hand it to your team, run the meeting.

02

Who should be in the room and what each person reports on.

If you don’t know who owns which number, the meeting will fall apart by month two.

03

The 4 financial reports you should be reviewing every single month, in the order to read them.

Most founders skip three of them.

04

Our scorecard format for tracking month-over-month and quarter-over-quarter performance

It’s one page. It’s enough.

05

How we used this agenda to prep our exit.

When we sold FreeUp in 2019, the buyer asked for clean monthlies going back years. Because we’d been running this meeting, we had them.

06

The 3 reasons this meeting matters more than any other one on your calendar.

If you skip the meeting, you’re guessing. If you guess long enough, you make a decision that costs six figures.

Why We Built This

We didn't make this up. We lived it.

Connor and I started FreeUp in 2015 with $5,000. By 2019, we’d grown it to $12M in ARR and sold it. We weren’t financial geniuses. We were two operators who got obsessive about one thing: knowing our numbers cold, every month, no exceptions.

This agenda is the artifact of that obsession. We refined it for four years. After we sold, we built EcomBalance to do the bookkeeping side of this for other ecommerce founders, and we kept using the same agenda inside our portfolio companies.

It’s now the agenda we run at EcomBalance, AccountsBalance, TrioSEO, and every other business we own. Same format. Same questions. Same hour of the month.

If you’re doing $500K to $50M in ecommerce revenue and you’re still flying by feel, this is the cheapest fix on the internet.

Run inside

Social Proof

Marcus J

7-figure Shopify brand owner

“I’d been running our books for four years and never once held a real finance meeting. The first month I used Nathan’s agenda, I caught a $3,200 monthly subscription we’d forgotten we were paying. Paid for our bookkeeper for the year.”
ARR built and exited at FreeUp using this exact agenda
0 M+
Ecommerce founders downloaded this agenda in the last year
0 +
Of monthly finance meetings, refined into one PDF
0 + Years

Ready to run a real finance meeting?

Grab the agenda. Free. Sent to your inbox in under 60 seconds.

FAQ

Questions people ask before downloading

Is this actually free, or is there an upsell?

Yes, it’s actually free. There’s no upsell on the next page. You’ll get the PDF in your inbox and a couple of follow-up emails from me about how I use it. If you decide you want help running the bookkeeping side, EcomBalance is there. If not, keep the agenda. No pressure.

60 to 90 minutes once a month. We did ours on the second Tuesday at 10am. The agenda is built so you can finish in an hour if your books are clean. If you’re still digging through bank statements during the meeting, that’s a sign you need a bookkeeper, not more time.
Especially if you’re solo. The meeting forces you to sit down with your numbers without distraction. You can run it alone, with a virtual assistant, or with your bookkeeper on a call. The agenda doesn’t care how big your team is.
Then this is the agenda that tells you. If you can’t answer the questions in the meeting, your books need work. That’s the whole reason we built EcomBalance. We catch up messy books, hand them back clean, and keep them that way every month after. Start with the agenda. If it surfaces a problem, we can talk.

Get the agenda. Run the meeting. Know your numbers.

Free PDF. Sent to your inbox in under 60 seconds. Used by 200+ ecommerce founders.

No credit card. No commitment. Unsubscribe anytime

Wait. Can we help your bookkeeping? Let's chat!

Book a 15-minute call with Keanu to learn more & ask questions. No credit card, no lock-in. Exclusive discounts available. Just ask! 

Zero risk. First month free. Books delivered by the 15th — every month.