Cash
Did expected client money arrive? What remains unresolved?
FREE MONTHLY REVIEW
Close the period before interpreting it, review the business through seven lenses, then finish with a small decision queue.
Did expected client money arrive? What remains unresolved?
What did the business consume? Which costs changed unexpectedly?
Which services, days and client types generated the work?
Where did the operation approach or exceed comfortable limits?
What happened to travel, duration, cancellations and rework?
What changed in inquiries, active clients, repeat demand and follow-ups?
Which incidents, exceptions, access or policy problems repeated?
Which records were incomplete enough to weaken conclusions?
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