Business Details
Strategic Financial Consulting for Entrepreneurs
CRI Simple Numbers is a business profitability consulting firm dedicated to empowering entrepreneurs through data-driven financial strategies. With a team of seasoned CPAs, MBAs, and CFOs, we specialize in transforming complex financial data into actionable insights that drive sustainable growth. Our proprietary CRI Simple Numbers methodology, combined with decades of industry experience, enables us to deliver tailored solutions for businesses of all sizes.We prioritize fanatical service, aligning the right expertise with client needs at predictable price points. Our mission focuses on refining the economic engine of businesses to maximize true profitability through strategic planning, tax optimization, and cash flow modeling. By leveraging a database of hundreds of growing businesses, we provide proven financial frameworks that eliminate surprises and foster long-term success.
Services
Profitability Consulting
Strategic Planning
Cash Flow Modeling
Tax Planning
Bookkeeping Services
Business Reviews
Financial Analysis
Growth Strategy
KPI Development
Entrepreneur Coaching
Highlights and features
- We offer proven financial strategies from a database of hundreds of growing businesses.
- Our quarterly tax planning eliminates unexpected liabilities.
- Predictable fee structures ensure transparent budgeting for financial services.
- We combine expertise from CPAs, MBAs, and CFOs for comprehensive solutions.
- Our proprietary CRI Simple Numbers methodology drives actionable business decisions.
What people say
80% growth
Increased profitability
Clear insights
Exceptional experience
Recommend highly
Services
Profitability Consulting
Our profitability consulting leverages proprietary financial models to identify growth opportunities and optimize business performance. We analyze labor efficiency, return on invested capital, and salary caps to create actionable plans. Clients gain clarity through quarterly tax projections and customized cash flow modeling, ensuring sustainable profitability aligned with strategic goals.
Strategic Planning
Strategic planning sessions combine full-day workshops with virtual follow-ups to define business direction. We develop values filters, long-term visions, and execution timelines while integrating financial data analysis. Deliverables include KPI scoring, scenario planning, and reporting rhythms tailored to each client's operational needs and market challenges.
Cash Flow Modeling
Our cash flow modeling services create dynamic financial scenarios that guide business decisions. Using historical data and predictive analytics, we establish labor efficiency benchmarks and investment strategies. The models provide real-time visibility into financial health, enabling proactive adjustments for both short-term stability and long-term growth objectives.
Tax Planning
Quarterly tax planning services eliminate surprises through continuous liability monitoring and strategic projections. We align tax strategies with business cycles, optimizing deductions and compliance while maintaining integration with broader financial goals. This proactive approach ensures tax efficiency supports overall profitability and growth targets.
Bookkeeping Services
Comprehensive bookkeeping includes transaction recording, reconciliations, and payroll management with flexible engagement models. Our tiered services range from weekly tasks to month-end closes, ensuring accurate financial records that support informed decision-making and regulatory compliance across all business sizes.
People
Greg Crabtree
Founder & Author
CPA, author, and entrepreneur who developed the CRI Simple Numbers methodology. With decades of experience, he specializes in transforming business financials into growth strategies through speaking engagements and consulting.
Juliann Rowe
CPA & Problem Solver
Detail-oriented CPA with expertise in financial analysis and puzzle-solving. She focuses on uncovering business insights through data patterns, bringing analytical rigor to client engagements while maintaining a practical approach to financial challenges.
Brandon Gray
Profitability Consultant
Lead consultant with MBA in Finance who graduated Magna Cum Laude. He specializes in applying financial models to real-world business scenarios, helping clients achieve measurable profitability improvements through strategic implementation of CRI's frameworks.
Mike Maxson
Accounting Specialist
Experienced professional with accounting degree from Gannon University. He combines technical expertise with practical business insights, focusing on delivering financial clarity and operational improvements to clients through the CRI Simple Numbers approach.
Questions
What financial services do you specialize in?
We specialize in profitability consulting, strategic planning, cash flow modeling, tax optimization, and bookkeeping services tailored to entrepreneurs' needs.
How are your consulting fees structured?
Fees range from $7,000 for virtual financial sessions to customized pricing for strategic planning, with ongoing services starting at $1,400/month.
Do you work with remote clients?
Yes, we serve clients nationwide and internationally through virtual sessions and remote bookkeeping support.
What makes your approach unique?
Our proprietary CRI Simple Numbers methodology combines accounting expertise with entrepreneurial growth strategies for actionable business insights.
How quickly can I see results?
Clients typically experience measurable improvements within 6-12 months, with some reporting 80% growth after one year of implementation.
How do I schedule a consultation?
Contact us at 256.724.4000 or through our website to discuss your specific needs and schedule an initial planning session.
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