CRI Simple Numbers Consulting & Services
Navigating today's financial current can be a challenging adventure - and we're here to help you navigate through the rough patches to smoother seas. We believe that it is small businesses and entrepreneurs like you that champion market growth and anchor the economy. We're here to supply you with the data you need to maximize profitability - not just for today, but for sustainable profitability over the long haul.
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We believe that it is important to match your needs and objectives with the right level of services. We understand that each business has its own unique opportunities and challenges; with that in mind, we have listed below an outline of our basic service packages to get you started.
OUR PROCESS
Our CRI Simple Numbers planning session process aims to assist entrepreneurs in creating a planned outcome for their business. Once the strategic session is complete, the relationship is setup for ongoing services. The result being a vested interest by both parties in creating or growing a profitable, wealth generating business capable of making an impact.
Strategic Planning content including:
- Development of values filter
- D.O.S (Dangers - Opportunities - Strengths)
- Exercises
- Long-term vision plan
- Priorities development & timeline of execution
Strategic Planning Session
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Starting at: $9,000 + Travel
$8,000 if you come to us or virtual
*Please request pricing for Greg Crabtree
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Who is it for: Business owners (Executive Team may be included)
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Objective: To conduct a full day company strategic planning session breaking down the company financial direction in the morning followed by a strategy session in the afternoon.
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Deliverables:
- Company KPI scoring
- Customized Simple Numbers Cash Flow Model©
- Financial scenarios
- Labor efficiency concepts
- Reporting rhythms
- Review of financial data utilizing CRI Simple Numbers concepts
- Review of financial statements
- ROIC
- Thinking model
Financial Planning Session​
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Two 2-hour Virtual Meetings
Starting at: $7,000
*Please request pricing for Greg Crabtree
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Who is it for: Business owners (Executive Team may be included)
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Objective: For those doing 3rd party strategic planning and/or just looking to analyze your data in the CRI Simple Numbers format then the financial session offers a flexible solution to getting a financial breakdown of the business along with financial modeling.
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Deliverables:
- Company KPI scoring
- Customized Simple Numbers Cash Flow Model©
- Financial scenarios
- Labor efficiency concepts
- Reporting rhythms
- Review of financial data utilizing CRI Simple Numbers concepts
- Review of financial statements
- ROIC
- Thinking model
“I am far from being a finance guru but this was hands down the most eye-opening experience I have had during my entrepreneurial journey.From the day I picked up the phone until now it has simply been a great experience and I will not hesitate to recommend your team to every entrepreneur I know.”
Iannique Renaud, CEO of Renaud Lifestyle Products
BUSINESS REVIEWS & SERVICES – After Completion of Initial Session
Client will be choosing a call cadence (monthly, hybrid, quarterly) and a community tier
Consulting Services | Monthly Business Review (~$1400-$1850) | Hybrid Business Review (~$1100-$1650) | 4x Business Review (~$900-$1350) |
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Monthly Cash Flow Model | |||
Monthly Consulting Call | |||
Quarterly Cash Flow Model (every 3 months) | |||
Quarterly Consulting Call (every 3 months) | |||
Tax Planning (if using tax services) | |||
Tax Planning (if using tax services) | |||
Quarterly Tax Projections (if using tax services | |||
Access to Expertise |
Simple Numbers Community
Essential
Premium
Executive
Simple Numbers Event Discount | |||
DISC Access - Personality Assessment | |||
Simple Numbers Book Club | |||
Hiring Support (Up to 2 hours per year) | |||
Salary Surveys | |||
Review of 100 Company Model | |||
Quarterly Peer Group Calls | |||
Monthly Entrepreneur Coaching Call with Q&A | |||
Priority Call Scheduling | |||
Bi-Annual Team Development Calls | |||
Check-in / Access to Entrepreneurial Coach** (As Schedule Permits) | |||
Simple Numbers Client Access via Community Chat Board | |||
Annual Financial Planning Session | |||
M&A Update for Company / Industry** (Subject to Availability) | |||
Check-in with Greg Crabtree** (Subject to Availability) |
OUTSOURCING (BOOKKEEPING) SERVICES
Weekly/Bi-weekly Tasks Rates: $75 - $125/hour | Entering and paying bills - Recording deposits - Payroll - Weekly reconciliations - Two week cash flow projection |
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Month End Close / Tasks Rates: $110-$150/hour | Final bank and credit card reconciliations
- Review of monthly transactions
- Review of balance sheet and P&L
- Sales tax, etc. |
TAX SERVICES
We offer a range of tax services tailored to your specific needs. We encourage you to reach out to us for more information on how we can personalize this support.
* The accounting records and services requested will be reviewed in order to provide an accurate price range. Any additional weekly/bi-weekly/monthly tasks not listed here would be covered under that respective rate.