The Clear Numbers Method™

The Clear Numbers Incubator

A guided, lower-cost option for small businesses that want clarity, structure, and support — without jumping straight into full advisory services.

At a glance

Designed for
Smaller businesses & early-stage owners
Includes
Monthly review + reconciliation + group Zoom
Focus
Profit, cash, owner pay, consistency
Outcome
Confidence and a steady monthly rhythm

Who it’s for

This is for owners who are working hard but feel unsure about what the numbers mean — and want a calm, supportive way to build financial confidence.

Early-stage
Building the foundation and systems.
Small teams
Solo owners and microbusinesses.
Clarity needed
Want answers without overwhelm.
Growth-minded
Preparing for the next level.

What’s included

Monthly Review & Reconciliation
We help ensure the numbers are clean and reliable.
📊 Simple Monthly Snapshot
Revenue, profit, expenses, owner pay, cash left over.
🧭 Monthly Group Zoom
A guided review, Q&A, and support in a small group.
🧰 Templates + Framework
The Clear Numbers Method™ tools to keep it simple.

How the month works

Week 1
Reconcile & confirm the month is accurate
Week 2
Review the snapshot (monthly + YTD)
Week 3
Group Zoom: guided walkthrough + Q&A
Week 4
Choose one priority for the next month

What this is — and what it isn’t

This is:
Guidance • clarity • structure • education • support
This is not:
Full-service bookkeeping • tax prep • 1:1 consulting
Best fit:
Owners who want a monthly rhythm
Next step:
A stepping stone into deeper advisory work

FAQ

What if my books are messy?

That’s common. The goal is progress and clarity. We’ll help you get to “clean enough to understand.”

Do I need QuickBooks?

Not always. We can work with what you’re using, as long as we can produce consistent monthly numbers.

Is this a fit if I have job costing?

Yes. We’ll keep the review simple while still focusing on margin and cash.

Join the waitlist

We offer the Incubator periodically in small cohorts. Email us to be notified when the next group opens.

Email: team@bbsadvisor.com   |   Phone: 855-601-4040