Numbers Coaching

CFO-Level Financial Coaching to Help You Understand and Apply Your Numbers

Our Numbers Coaching can provide sound solutions for you and your team to understand and own your numbers – financially, strategically, and operationally.

For Smooth Operations

Review financial reporting and advise on best practices
Review key initiatives to determine resources and impact on the business
Best practice accounting

For Strategic Planning

Business plan development
Coordination of financial strategy, planning, and forecasting
Develop successful exit strategies

For Business Growth

Assist with capital funding needs
What to expect, prepare for, and reports to produce for mergers and acquisitions

How Our Numbers Coaching Works

Experience Consistent Performance Improvement

12-Month Forecast And Plan

Create a Key Performance Indicator (KPI) Scorecard and Rolling Financial Plan

Dig into your numbers through your own accounting system's historical data
Develop KPI's that focus on the drivers of the business' financial results
Create your KPI Scorecard and 12-month rolling financial forecast plan

Monthly Numbers Coaching Meetings

Review, Learn, Discuss and Brainstorm

Review the previous month's results as measured against your plan and action steps
Learn and discuss how KPIs have impacted results
Analyze your Scorecard, a quick assessment of areas that need attention
Brainstorm strategies, adjust forecast, or pivot to improve