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.

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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
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For Strategic Planning
  • Business plan development
  • Coordination of financial strategy, planning, and forecasting
  • Develop successful exit strategies
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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

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

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

Monthly Action Steps

Monthly Action Steps

Document Clear Action Steps to Drive Results

  • Create a prioritized task list at the end of each meeting to stay on track
  • Build the habit of measuring and improving financial performance
  • 24/7 access to the financial diagnostic software’s reports 

Watch Our Two-Minute Video And See How Easy It Is to Get Started with the Numbers Coach

Check out these recent Numbers Coaching TIPS for more resources.

Money Tips From the “Oracle of Omaha”

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Rolling Financial Forecast

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Financial Tools

Thermal Support Finds Financial Support with the Numbers Coach

Key Performance Indicators

Get Personal with Your Business Financial Planning

Tax Planning
View More Resources

Don’t Outsource What You Could Own.

Here’s how you can get started:

1

Schedule a no-obligation consultation

2

Review your numbers and identify critical opportunities and challenges

3

Present recommendations on how Numbers Coaching can help

schedule now to Own Your Numbers