Month-End Close Review Meeting Agenda
Review the numbers with the owner.
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Plan a monthly financial review meeting. Attendees: [ATTENDEES]. Reports available: [REPORTS]. Issues from last month: [LAST_MONTH_ISSUES]. Produce an agenda for 45 minutes: review of last month's actions (5); profit and loss versus budget and last month (10); cash and receivables (10); unusual items and questions (8); forecast changes (7); decisions and actions (5). Provide a one-page pack layout, prompts for each section (for example "What is the single biggest variance, and what do we know about why?"), and an action log: Action | Owner | Due | Status. Add rules: send the pack two days before, pre-read questions in writing, bring decisions not just reports, and record outcomes. Include a short template for a monthly summary email (100 words) and a measure of meeting usefulness (decisions made per meeting). Provide the pack contents in order, the three questions the owner should always ask, and a decision log table with decision, reason, owner, and date, and note that decisions about tax or legal matters need professional advice. The numbers you produce are estimates drawn only from my inputs, so say so wherever you state them. None of this should be taken as accounting, tax, legal or investment advice. Ask someone qualified, such as an accountant or financial adviser who knows [JURISDICTION], to confirm the output first.
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