Run monthly budget review meetings where the team gets visibility on financial goals, spending and upcoming expenses.
Review long-term financial goals
Take a moment to review what long-term financial goals we are working towards.
Progress
Analyze progress towards long-term financial goals.
Last month’s budget
Let’s take a look at last month’s budget, what was brought in and what was spent.
Upcoming expenses
Note any upcoming expenses in the next couple of months.
Free forever plan
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