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Training for Agencies
Financial Planning and Management for Agencies

Virtual Training

Financial Planning and Management for Agencies

Learn how to understand the financial health of your agency and advance your financial planning and management with the Simple Numbers framework.

Register now

Financial Planning and Management for Agencies

What you will learn:

Understanding your agency’s financials is crucial to making informed decisions. But managing finances can be a daunting task, especially when you're dealing with multiple clients, projects, and revenue streams.

The Simple Numbers framework, developed by Greg Crabtree, is a financial management system that is designed to help small business owners and entrepreneurs understand and manage their finances in a simple and straightforward way. The framework is based on the idea that a small business owner only needs to understand four financial metrics to make informed decisions and manage their business effectively: revenue, gross profit, operating profit, and net profit.

We use the framework here at IMPACT so you can take the guesswork out of how to implement this same financial strategy in your agency during the Financial Planning and Management for Agencies Workshop.

You'll learn:

  • How to use the Simple Numbers framework to understand the financial health of your agency.
  • Strategies for setting and achieving financial goals.
  • Techniques for creating budgets, forecasting revenue, and managing cash flow.
  • How to identify and address common financial challenges
  • Best practices for financial reporting and analysis.

Upcoming Dates

  • Apr 5 | 9:00AM - 2:00PM ET
About Your Instructors
Brandon Gray
Brandon Gray, Partner at Carr, Riggs & Ingram CPA and Advisors LLC

Brandon works with entrepreneurial companies to maintain and increase their profits using the Simple Numbers strategies. He also facilitates Strategic Planning Sessions for businesses of all sizes and provides cash flow planning and guidance on labor efficiency and business growth. With Brandon’s experience ranging across industries, he is able to provide cross-functional insights that may be applicable to clients in different industries.

Brandon works with entrepreneurial companies to maintain and increase their profits using the Simple Numbers strategies. He also facilitates Strategic Planning Sessions for businesses of all sizes and provides cash flow planning and guidance on labor efficiency and business growth. With Brandon’s experience ranging across industries, he is able to provide cross-functional insights that may be applicable to clients in different industries.

Mike Maxson
Mike Maxson, Partner at Carr, Riggs & Ingram CPA and Advisors LLC

Mike’s experience in financial modeling, forecasting, labor efficiency (LER), and business consulting combined with his project management knowledge yields him a remarkable skillset. Mike became the perfect candidate to work alongside the Simple Numbers team in CRI Huntsville with a passion for sales, marketing, and operations. Mike is a jack of all trades and possesses a unique ability to offer top-level support to various functions within his teams.

Mike’s experience in financial modeling, forecasting, labor efficiency (LER), and business consulting combined with his project management knowledge yields him a remarkable skillset. Mike became the perfect candidate to work alongside the Simple Numbers team in CRI Huntsville with a passion for sales, marketing, and operations. Mike is a jack of all trades and possesses a unique ability to offer top-level support to various functions within his teams.

Cancellation policy

We know things happen, and sometimes at the last minute. If you need to modify or cancel your registration for any of IMPACT's virtual trainings, we ask that you let us know as soon as possible, and we’ll work something out. We’d be happy to talk you through alternate options or offer you a refund. Please email us at dvavruska@impactplus.com or give us a call at (203) 265-4377.

Register for this Workshop
$1,750
Group discounts and bundles

If you have a team of 5+ people, email dvavruska@impactplus.com for a discount.

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