Know Your Numbers
Learn to read your business with an experienced CFO at the table. Then keep that ability long after the three sessions end.
Ask for The ProgramYou run the business every day, but the numbers don't quite answer you.
Know Your Numbers is designed for a specific situation: the business works, the accounting is done, and yet the questions that matter stay open. If any of these feel familiar, Know Your Numbers was built for you.
You make money, but are you making a profit?
Revenue comes in, salaries go out, and the bank balance moves for reasons you can only partly explain. The accounting confirms the past, but no one tells you whether the business is earning enough to fund what comes next.
You postpone investments you believe in
The equipment, the second location, the new production line. You sense a real expansion opportunity, but you cannot yet show it to yourself in numbers. So you default to your safest option, - waiting.
Every hire feels like a financial leap of faith
You know the team is stretched, but you don't know if the business can carry another salary, or for how long. The decision waits, and the pressure stays where it always was: on you.
From your P&L as it is to a dashboard you run the business by.
We start with your accounts exactly as they are recorded today and rebuild them into a management view, then extend that clarity to your cash flow and balance sheet. By the third session, you have a dashboard built around your decisions, and the skill to read it yourself.
The three sessions run two weeks apart. Between them, we do the remapping work and prepare what the next session builds on.
Session 1 · The Deep Dive
Take your P&L apart, line by line
- We walk through the profit and loss account as it is recorded today.
- We agree on the remapping rules that make it useful from a management perspective.
- We build the categories and business-line splits your decisions need.
- We set the questions your dashboard has to answer.
Session 2 · The Management View
Read what the rebuilt numbers reveal
- We review and fine-tune the remapped P&L prepared after session 1.
- You read gross margin and EBITDA in plain terms, and see what moves them.
- We connect the P&L to the balance sheet and cash flow, and read those too.
- You get to see where profit becomes cash and where it gets stuck.
Session 3 · The Practice
Turn the numbers into monthly decisions.
- You practice interpreting your critical financial indicators.
- We set the alert thresholds that signal it is time to act.
- We benchmark your figures against your industry.
- We bring the profit, hiring, and investment decisions back to the numbers.
What You Leave With
After the three sessions, you'll have the dashboard and the ability to use it.
The deliverable:
A decision dashboard built around your business, remapped from your own accounts and ready to update each month. We show you exactly how.
What you'll be able to do:
Read your own management P&L, rebuilt from the accounts you already have.
Follow your critical financial health indicators, and know what each one is telling you.
See how profit, the balance sheet, and cash fit together.
Know your cost structure and break-even, and how your margins compare to your industry.
Spot when a number crosses the line that calls for action.
Run a monthly routine for reviewing the numbers and deciding what to do.
The dashboard stays yours, and so does the ability to use it without us.
Questions About the Know Your Numbers Program
Do I need a finance background?
No. We explain each concept in plain language, working through your own figures and the real decisions in front of you, not textbook cases.
What information do I need to provide?
Just your trial balance and general ledger, taken directly from your accounting. Nothing to prepare on your side; we work from what your accountant already produces, and we tell you exactly what to request before we begin.
Will I receive a dashboard that is ready to use?
Yes. You keep a dashboard configured around your business, ready to update each month, and we show you how. Everything in it is customized to how your company runs.
Does the program replace my accountant or finance team?
No, and it is not meant to. Statutory accounting is built to report the past and meet compliance, and your accountant does that job. Running the business asks a different question: which numbers to watch, and what they mean for your next decision. The Know Your Numbers program bridges that gap, so you can read the information your accountant produces and act on it.
What happens after the three sessions?
You keep using the dashboard and the monthly routine on your own. If a complex decision comes up, we can continue with a Strategic CFO Project, or if you are heading into a financing conversation, Get Bank Ready covers that preparation. And when you're ready for ongoing financial leadership, that's where a long-term Fractional CFO comes in.
Ready to know your numbers?
Tell us about the business and the decisions you are wrestling with. We will get back to you, explain how the program works, and tell you what we need to get started.
Ask for Know Your Numbers