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Training for Agencies
Financial Planning and Management for Agencies

Virtual training

Financial Planning and Management for Agencies

Understand the financial health of your agency and advance your financial planning and management with the Simple Numbers framework.

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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 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.

You can take the guesswork out of financial planning with this 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

Dates to be scheduled soon

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.

$1,750
Join the waitlist for this Workshop

We don’t have dates for this next workshop yet, but we will soon! Complete the form below and we will notify you as soon as they’re announced!

Group discounts and bundles

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

More upcoming trainings for agencies:

Dates to be scheduled soon

How to Advance and Scale Up Your Agency

Spend two days with the CEO of IMPACT Bob Ruffolo as he breaks down what every agency leader needs to know about growing their business. You’ll learn the tactics, resources, and strategy that he used to scale his agency, tackling everything from leadership and HR, to operations and more.

Learn more & register

Dates to be scheduled soon

Principles of Great Communication

Join IMPACT Global Coaching Performance Director, Chris Marr, for a two-day workshop to become a world-class communicator. You’ll learn the core communication principles needed to increase your effectiveness working with clients and your own team.

Learn more & register

Dates to be scheduled soon

Client Communication Mastery

Transform your agency's communication skills and drive success with our three-month program based on Marcus Sheridan's Question First framework. Led by expert coach Chris Marr, you’ll gain the skills needed to excel in communication and lead with confidence.

Learn more & register