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.

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.
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!