Running the Monthly Cash Flow Review with Marcus

The Monthly Cash Flow Review is a guided session led with Marcus, your finance advisor, whose focus is your money: cash flow, margins, and staying on solid ground. Instead of a blank chat, the playbook walks you through your cash position and leaves you with a concrete read on the month, a focused, expert outcome without having to be the expert.

The session draws on what your board already knows about your business, so the more complete your financial details, and any business tools you've connected, the sharper the read. Because Finance is one of the six pillars of your Business Health Score and Marcus owns it, running this review is also a direct way to understand and improve that part of your score.