Weekly Money Pulse Check 🔄 · IAM Tax & Accounting Academy

Weekly Money Pulse Check 🔄

Stop waiting until month‑end to uncover issues. Use this 20‑minute weekly pulse check to keep clients on track:

1. Review cash position – check bank balances versus upcoming outflows (payroll, bills, loan payments).

2. Scan AR & AP aging – note any invoices or bills overdue more than 30 days.

3. Create a quick P&L trend – compare revenue and key expenses against the last four weeks.

4. Sweep for red flags – look for uncategorized expenses, negative balances, or missing reconciliations.

Template snippet:

[Client Name] – Weekly Pulse Report

✔ Cash on hand: $___ vs upcoming outflows $___

✔ AR past due (>30 days): $___

✔ AP due this week: $___

✔ Revenue trend: up/down ___%

✔ Red flags: [list]

KPI to track: Pulse Completion Rate – the percentage of clients receiving their weekly pulse report. Aim for 80%+.

Next action ✅: Pick one active client and run this pulse check this week. Post your anonymized report and share what insights you found.

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