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 memo with revenue, OpEx variance, runway, and flagged open items — so the close meeting argues direction, not numbers.

NetSuite Stripe Notion

What Carly does

1. 01 Pull the income statement from NetSuite for the month
2. 02 Pull Stripe gross + net to sanity-check recognized revenue
3. 03 Calculate OpEx variance vs plan and identify the 2–3 biggest movers
4. 04 Compute cash runway at current burn with sensitivity bands
5. 05 Draft the close memo in Notion with commentary and open items

Close meetings talk direction, not data

The memo is already in Notion. 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 memo in Notion? 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 Notion memo with commentary and a list of open items so the close meeting talks direction, not numbers.

Thanks!

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