Make Your EOS Financial Meetings Count
The EOS Financial Prep Checklist gives your team the clarity you need—before you ever walk into the room.
If your Scorecard doesn’t reflect your actual cash position, it’s not doing its job.
If your quarterly meetings feel like guesswork, you’re not alone.
The EOS Financial Prep Checklist was built for leadership teams that want to walk into weekly, quarterly, and annual meetings fully prepared—with financials that match reality.
What You'll Get:
✅ A proven checklist to align your financial reports with EOS best practices
✅ Key metrics to review before each type of EOS meeting (Weekly, Quarterly, Annual)
✅ Pro tips on syncing your Scorecard to your actual cash flow
✅ A built-in CTA to uncover hidden gaps or opportunities before they derail your plans
Whether you're running your Level 10s like clockwork or still refining your system, this checklist will keep your financials tight and your conversations focused.
Who It's For:
This is for companies actively using EOS who want to:
⭐️ Reduce confusion around financial reporting
⭐️ Empower the Integrator and Finance Seat to show up ready
⭐️ Make better decisions based on real numbers.
⭐️ Spot problems before they become issues
Even if you're not the finance expert on your team, you’ll find this tool clear, practical, and easy to implement.
How to Use It:
Once you grab the checklist, you'll get:
➡️ A downloadable PDF you can share with your team.
➡️ Our top 3 prep steps for more effective EOS meetings
➡️ An optional invitation to book a Fit Call if you want to explore hands-on support