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.

iStock-1390094462
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
iStock-1365692242
For Strategic Planning
  • Business plan development
  • Coordination of financial strategy, planning, and forecasting
  • Develop successful exit strategies
iStock-1171493645
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.

Option 1 Partners Builds Financial Road Map With Help From the Numbers Coach

Numbers Coaching

Money Tips From the “Oracle of Omaha”

Own Your Numbers
big duck canvas logo

The Numbers Coach Stitches Together Financial Plan for Fabric Company

Rolling Financial Forecast

Is Your Customer Creditworthy? 7 Key Metrics to Find Out

Own Your Numbers

Z-Score: What is it and how can it protect your business?

Financial Tools

Thermal Support Finds Financial Support with the Numbers Coach

Key Performance Indicators
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