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.

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

Dates to be scheduled soon

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 or give us a call at (203) 265-4377.

Join the waitlist for this training

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 for a discount.

More upcoming trainings for agencies: