CFO Services

Routine Leadership Meetings

These meetings, scheduled weekly or every other week, are designed to keep up to date with what is happening in the business. Using tools like the Level 10 Meeting and Scorecard from the Entrepreneurial Operating System (EOS), we'll see what areas need attention to keep on track with the company goals.

Learn more about the Level 10 meeting, Scorecard, and EOS here:

• Level 10 Meeting
• Scorecard
• EOS

Quarterly Planning Meetings

While the routine meetings are meant to keep the business on track, the quarterly meetings are meant to set the direction. Keeping to the EOS theme, the Vision/Traction Organizer (V/TO) and Rocks/OKRs (Objectives and Key Results from John Doerr's Measure What Matters) will be useful tools for the quarterly meetings.

Learn more about the VT/O, Rocks, and Measure What Matters here:

• V/TO
• Rocks
• OKRs
• Measure What Matters

Follow-up Assignments

Leaving the routine and quarterly meetings will inevitably lead to additional to-dos. Whether it's an initial forecast or budget, a cash flow projection, analysis of a variance in expected margin, process issues, or others, we will set aside time to make sure your business is in the best position to succeed.