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What will we discuss in our monthly and quarterly engagements?

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You and your dedicated CFO will discuss an agenda that has been mutually agreed upon. Typically, you will go over your monthly or quarterly performance report with your team and discuss key insights and actions. Aside from that, the agenda can include anything from decisions that require assistance to opportunities for performance optimization identified by your finance partner, building a target framework together, or discussing how to close a gap to target.

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