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Grab our Monthly Finance Meeting Agenda

This template will give you the exact steps you can take with your team each month to review your finances.

Nathan and Connor smiling happily outdoors.

Here's what you'll get:

  • How we (Nathan Hirsch and Connor Gillivan) have spent 10 years building this finance meeting agenda and how it’s evolved over the years.
  • How this finance meeting agenda helped us sell our business, FreeUp, in 2019.
  • Our Monthly Finance Meeting Agenda that you can start using with your team immediately. 
  • A step-by-step process to review your finances each month.
  • The 3 core reasons why you should be holding this finance meeting each month.
  • Proven and time-tested tips on how to make the finance meeting work for you and your business as you grow into a 6, 7, and 8 figure business.

EcomBalance

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Exclusive finance guide

Want better bookkeeping?

It's possible! Subscribe below & we'll send you our Bookkeeping Packet. A pack of resources to teach you about bookkeeping.

You’ll get our Ecommerce Bookkeeping Guide, The 10 Ecommerce Bookkeeping Mistakes Ebook, our Monthly Finance Meeting Agenda, & a few surprises!