Walk into the close meeting to argue direction, not numbers
Email Carly before the close meeting and she'll pull NetSuite and Stripe into a draft close package with revenue, OpEx variance, runway, and flagged open items — so the close meeting argues direction, not numbers.
What Carly does
- 01 Pull the income statement from NetSuite for the month
- 02 Pull Stripe gross + net to sanity-check recognized revenue
- 03 Calculate OpEx variance vs plan and identify the 2–3 biggest movers
- 04 Compute cash runway at current burn with sensitivity bands
- 05 Draft the close package in Microsoft Excel with commentary and open items
Close meetings talk direction, not data
The close package is already in Microsoft Excel. The close meeting argues 'what do we do about the Marketing underspend?' — not 'what's the Marketing variance?'
Email this to Carly to kick it off.
Hey Carly, Can you draft this month's close package in Microsoft Excel? Pull the income statement from NetSuite, then pull Stripe gross and net to sanity-check recognized revenue. Calculate OpEx variance vs plan, call out the 2–3 biggest movers, and compute cash runway at current burn with sensitivity bands. Drop it all into a Microsoft Excel close package with commentary and a list of open items so the close meeting talks direction, not numbers. Thanks!
More recipes for finance & ops teams
Apply GL codes to the week's QuickBooks transactions and append to the Expense Ledger sheet.
Read →Match payouts to Xero bank lines, calculate variance, post anything over $50 to #finance.
Read →Policy + threshold check, route to designated approver, ping in Slack with a 2-line summary.
Read →Ready to automate your busywork?
Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."