Every now and then I sit across from an owner who’s been running their business for years and still feels like the monthly reports are speaking another language.
They’ll say, “I look at everything. I just don’t get what any of it means.”
I get that. And I’ve heard those same words for two decades. Not because people are bad at math, but because most reports are built for accountants, not owners trying to make decisions in real time.
That’s the reason we built the Nexagy Proven Process. It’s the foundation for our CFO Advantage and Controller Plus work, and it’s designed around one simple idea. You should always know what your numbers are trying to tell you.
Let me walk you through how that actually works.
Phase 1: Getting on the Same Page
The first step is straightforward. We talk. We map out what you use, who touches what, and what you expect each month.
I’ve learned that misunderstandings start long before the first report ever shows up. When everyone knows the rhythm, everything else gets easier.
Phase 2: Figuring Out What’s Really Going On
This is where we dig into your system. Your chart of accounts. Your categories. Your process.
Nine times out of ten, I find something that explains why your reports haven’t been helpful.
Maybe expenses are lumped together in ways that hide patterns. Maybe revenue streams don’t match how the business actually works.
Once we straighten that out, you start to see things you’ve never seen before.
Phase 3: Showing You Your Business in a Way That Makes Sense
When the system is working, we build dashboards that match how you think, not how accounting software thinks. Cash position. Margins. Key numbers that matter to the way you run your business.
This is where owners usually say, “Okay… now I finally see it.” And that’s the goal.
Phase 4: Talking Through Real Decisions
Once you can actually read the numbers, we start working through what they mean for your next move.
Hiring. Pricing. Timing. Growth.The questions you’ve been carrying around quietly for a while finally get space to breathe.
Phase 5: Keeping the System Working as You Grow
By this stage, it’s not about fixing anything. It’s about steady upkeep. Monthly touchpoints. Adjustments as the business changes.
Owners often tell me this is the point where things finally stop feeling heavy.
But here’s something I’ve noticed
Not everyone is ready for all five phases right away.
Some folks just need the basics to stop feeling messy. They need numbers they can trust before they jump into planning. That’s exactly why we created Numbers to Knowledge.
Numbers to Knowledge: A Better First Step
Numbers to Knowledge is for the owner who says, “I don’t need a CFO yet. I just want to know what’s going on.”
Here’s what you get:
1. Dashboards you can actually use
- Not the “look at all these features” kind.
- Just the ones that show what changed this month and where the business is headed.
2. A monthly rundown that speaks your language
- You get a report written for owners, not accountants.
- No dense paragraphs. No technical phrases.
- Just what moved, why it moved, and what to keep an eye on next month.
3. A space to talk through your next move
- You’re not left alone with the numbers.
- We talk about them. We walk through the tension points. We make sense of the patterns together.
I’ve watched owners go from overwhelmed to steady in one cycle because once the noise settles, the decisions get easier.
How it connects back to the Proven Process
Numbers to Knowledge is the on-ramp. It gives you clean footing before jumping into deeper strategy work.
Some owners stay right here because it fits them.Others move into CFO Advantage or Controller Plus once they’re ready for more planning and long-term structure.
The pace is yours. We just make sure the numbers finally make sense.
A quick check for yourself
Think about these three questions:
- Do your monthly reports make sense when you read them?
- Do you understand what changed last month?
- Do your numbers help you decide what to do next?
If you hesitated on any of those, this is exactly where Numbers to Knowledge fits.
If you want to see whether this is the right step for your business, reach out. I’m happy to look at your reporting and show you what this could look like.
Schedule a 45 minute free consult with me today at www.nexagy.com or email us directly at info@nexagy.com.