Monthly Business Plan Review

Review financial statements

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Let’s review some of our monthly financial statements.

Profit and loss

Cash flow

Revenue breakdown

Expenses and costs

Review the budget

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Are we staying within our budget, what is the financial forecast for the upcoming months?

Upcoming projects

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Large projects and initiatives coming up that we should have visibility on.

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Long-term goals and strategy

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Review the business' strategy and goals to ensure they still align with the business model, modify if necessary.

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Issues and resolution

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Bring forward any issues or potential roadblocks so we can get ahead of the problem.

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