The Clear Numbers Method™

Clear Numbers Advisory

Ongoing clarity and decision support for business owners who want more than reports. We help you understand what the numbers are saying—so you can make confident decisions, month after month.

Who this is for

Clear Numbers Advisory is a great fit if you want consistent insight into your financials, a steady monthly rhythm, and a trusted advisor to talk through decisions.

You’ll feel at home here if…
  • You want to understand your numbers without overwhelm.
  • You want to know what’s improving—and what needs attention.
  • You want help thinking through decisions, not just tracking history.
  • You want calm, consistent accountability each month.
What this creates over time
  • Less stress around financials
  • Clearer cash flow awareness
  • Fewer surprises
  • Better decisions with more confidence

How it works

Each month, we review your financials together using The Clear Numbers Method™: a simple, repeatable framework focused on the few numbers that matter most.

Monthly rhythm
  • Review Monthly + Year-to-Date trends
  • Discuss cash flow and what it’s telling us
  • Identify one clear focus for the month ahead
What’s included
  • Monthly bookkeeping & reconciliation
  • Monthly 1:1 financial review
  • Clear Numbers Dashboard & Scorecard
  • Client-ready summary PDFs
  • Advisor support between meetings

Investment

$750 – $1,500 per month
Pricing is based on complexity and level of support needed.