No good doctor prescribes before they diagnose. So why would you hire an accountant who didn’t?
The SN# Strategy Session grades your business on all 13 Strength in Numbers methodologies. We show you where you stand, where you are weakest, and the order to fix it, so you move through the framework faster.
Most firms stay on the surface. We go deep before we ever write a prescription.
The industry standard is to jump straight to the work. File the return. Reconcile the accounts. Send the report. Bill the hour. Nobody steps back to look at the whole picture.
The SN# Strategy Session slows down first. We look at your tax, books, cash, debt, and wealth together. Then we hand you one plan, ranked in the order it should get done.
Stuck. Secure. Expand. Exit.
Strength in Numbers is the framework we use to measure every business. It has four stages. The 13 methodologies are what move you from one stage to the next.
The basics are missing. Books, cash, and structure come first.
The foundation holds. Tax, debt, risk, and reporting get organized.
The business runs on a rhythm. Wealth grows outside the day to day.
All 13 working together. Choice over your time, income, and wealth.
Every methodology. Every client. Every time.
We review all 13 for every client. A licensed CPA and an experienced fractional CFO look at each one through a tax, accounting, and CFO lens.
| No. | Methodology | What We Review |
|---|---|---|
| Stuck | ||
| 01 | The Cash Discipline System | A system for moving money throughout the business. |
| 02 | Accurate Financial Reporting | Reconciled books and a monthly close. |
| 03 | Optimized Entity Structure | Who owns each entity and whether it fits. |
| 04 | The NOI Rhythm | Monthly, quarterly, and yearly spending reviews. |
| Secure | ||
| 05 | Entrepreneur Tax Strategies | The tax strategies you qualify for. |
| 06 | The Debt Discipline System | Your bad debt and the order to pay it off. |
| 07 | Compliance, Systems & Risks | Filings, worker setup, and insurance. |
| 08 | Financial Visibility Tools | Your monthly reports and KPIs. |
| Expand | ||
| 09 | Financial Management Meetings | A monthly meeting to review your numbers. |
| 10 | Portfolio Analysis Tools | Whether to keep, sell, or refinance each property. |
| 11 | Exit Planning & Net Worth Tracking | Your wealth goal and progress toward it. |
| 12 | Tax Investment Strategies | The tax investments that fit you. |
| 13 | Estate & Exit Tax Strategies | Your estate documents and exit plan. |
Every methodology gets a grade.
We do the grading, not you. Our team reviews your actual numbers and documents, then grades each of the 13 methodologies.
Green
Working well. Keep it up and keep improving.
Yellow
Partly working. Real improvement is needed.
Red
A clear gap that needs attention.
Then we place you on the framework. Your grades show which stage you are in today and which methodologies are holding you back.
Fix the weakest spots first.
Your grades turn into a plan. We rank your 13 methodologies in the order you should work on them, so your effort goes where it moves you forward fastest.
Find the weak spots
Your grades show where you are weakest and what is holding the rest of the business back.
Put them in order
We rank your methodologies by what to fix first. Some depend on others, so the order matters.
Define done
Every step has a clear finish line. You know when a methodology is fixed and it is time to move on.
Clear findings. One plan.
Every client leaves with the same six deliverables. The plan is yours to keep, whether you work with us after or not.
Your BEC Assessment
A status for all 13 methodologies and your stage on the Strength in Numbers framework.
Your SN# Number
The net worth target that funds the life you want, and how far you are from it today.
Actual Statement Review
We review your real financial statements. You see what is wrong, why it matters, and how to fix it.
Your Execution Plan
Your methodologies in the order to work on them, weakest first. Each step shows what done looks like.
Your SN# Strategy Session Book
A visual working book with your findings, decisions, and next steps. Owners and dates get filled in during the session.
Supporting Exhibits
Only the exhibits your plan needs. KPI scoreboard, statement reviews, and the analysis behind each recommendation.
Clarity before implementation.
The SN# Strategy Session shows where you stand on all 13 methodologies, what to fix first, and the plan to get there. Start with a free 30-minute discovery call.
Book a Discovery Call