Systems  and Projections

  • Accounting System Assessment

  • Strategic Planning

  • Financial Analysis

  • Financial Coaching

Grow: Planning for Future Business Growth

Successful businesses need financial clarity in order to make better decisions, stay industry responsive, and increase profitability. While many business owners are passionate about what they do, their end goal is often to have the economic freedom to do more of what they love.

Our host of services can be customized to help you strategically plan for and attain your long-term business goals.

  • Accounting System Assessment
  • Strategic Planning
  • Financial Analysis
  • Financial Coaching
  • Weekly accountability check-ins

Contact Absolute Numbers for an assessment of your current bookkeeping needs. Whether basic bookkeeping, cost analysis, financial projections, or growth planning, we can help you find the most appropriate bookkeeping services for your growth trajectory.

1. Accounting System Assessment

  • Review existing accounting process.

  • Evaluate accounting software and select optimal accounting software for your business (If using QuickBooks, I’ll determine if you’re using the right version and whether it was set up correctly.)

  • Create flow of bookkeeping tasks: Detail out what your bookkeeper, accountant, or part-time CFO will be doing; free up the flow of your accounting process by relieving yourself of accounting responsibilities.


2. Strategic Planning

  • Identify your ideal lifestyle goals. A key component of the MRP is to focus on your big picture vision and how the money fits into that.

    • How do you want to spend your time?

    • What elements are important to your happiness, and how do you bring more of that into your life?

  • Establish priorities: Create a plan to overcome challenges and produce the outcomes you desire.


3. Financial Analysis

  • Review financial statements: Go through Profit & Loss, Balance Sheet, and other financial reports to assess profit and cost margins

  • Stop money leaks: See where money is bleeding out of the business and put immediate strategies in place to stop the leaks.

  • Analyze revenue streams: Align income and expenses for different types of income to determine profitability of each.

  • Increase profitability: Strategize ways to make revenue streams more profitable.


4. Dream by Numbers Forecast

  • Monetize lifestyle goals: Assign a monetary value and timeline to your ideal lifestyle goals.

  • 3-year sales forecast and profit projections: Create a model that will clearly show the path to reaching your ideal life.

  • Plan for growth: Play with different scenarios such as adding employees or locations to help you arrive at a business model that supports your vision.


5. Financial Breakthrough Coaching

  • Coaching meetings: Initial kickoff meeting and monthly meetings to review reports, goals, forecast in monthly (4 meetings total and unlimited email access).

  • Supportive and knowledgeable ally: Have a true friend with financial skills that will tell you the truth about how it is, hold your hand through the hard stuff, and toast with you when you finally hit your target.