Monthly Financial Analysis Cheat Sheet
Let's define monthly financial analysis.
(A fractional CFO's lens on building financial clarity for startups)
For me, it's less about:
- Rushing through monthly reviews without insights
- Overloading reports with unnecessary data
- Focusing solely on top-line revenue
- Ignoring the big picture
And more about:
- Ensuring balance sheet health
- Monitoring profitability and cash flow
- Evaluating revenue and income sources
- Tracking operational expenses for better budgeting
The goal is to run a business where you have:
More clarity on financial performance.
And less uncertainty about cash flow and profitability.
Not the other way around.
Build it. Analyze it. Optimize it.
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