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You got your business off the ground and now you realize it's time to take a look at your financials - what's working and what needs some fine-tuning?

Maybe you would like to get more organized and streamline your financial processes? Grow your business?

Get started with achieving your goals!

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AND YOUR BUSINESS

Growth

The Legacy Package

For business owners who are scaling their business and building long-term wealth, freedom, and impact

Starting at $1,200/month

  • Everything in the CEO Package

PLUS

  • Monthly Zoom sessions with cashflow planning and forecasting

  • Monthly Zoom sessions with other detailed financial analysis as needed

  • High-touch monthly strategy & accountability sessions aligned with individual business goals

Clarity

The CEO Package

For business owners who are stepping fully into their CEO role with clarity and confidence

Starting at $750/month

  • Everything in the Foundation Package

PLUS

  • Monthly financial reports PLUS commentary via Loom videos

  • Quarterly Zoom meetings for review and goal setting

Compliance

The Foundation Package

For business owners who want to have their bookkeeping covered and have tax-ready books at year-end

Starting at $500/month

  • Monthly bookkeeping

  • Monthly financial reports

  • Year-end handoff to CPA

Find out how you can . . .

Pay Yourself What You Deserve!

scaling

Numbers you should be tracking to scale your business in 2026

January 29, 20261 min read

#1 - Revenue trends 📈

Look at monthly and quarterly revenue, not just total sales.

Example: If revenue spikes every March but drops in summer, you can plan promotions or offers to smooth it out.

#2 - Profit margin 📈

This shows how much money you keep after expenses.

Example: Two businesses both make $10,000 a month, but one keeps $7,000 while the other keeps $2,000. The business with less margin has far less room to scale without added stress or risk.

#3 - Client or customer acquisition cost 📈

Know what it costs to get a new client.

Example: If you spend $200 on ads to get a $1,000 client, growth feels much more sustainable, especially if that client stays with you or makes repeat purchases.

#4 - Cash flow 📈

Cash flow shows when money actually comes in and goes out, not just what you earn on paper.

Example: You can be profitable but still stressed if clients pay late, subscriptions renew before invoices are paid, or tax payments are not set aside.

Healthy cash flow gives you breathing room to grow.

#5 - Operating expenses 📈

Operating expenses are the costs required to run your business day to day.

Example: Software, contractors, marketing tools, and subscriptions can slowly increase as you grow.

Reviewing them regularly helps you cut what you no longer need and protect your profit as revenue increases.

#6 - Average transaction value 📈

This is the average amount each client or customer spends with your business.

Example: Instead of adding more clients, you can increase this number by offering packages, add on services, or upsells.

Small increases per client can lead to significant revenue growth without increasing your workload.

Scaling growthfractional CFO ServicesTherapistsTherapy practicesCash Flow
blog author image

Annika Rafkind

I provide bookkeeping, accounting, and fractional CFO support for therapy providers and practices, so you always know how your practice is doing and can make confident decisions — without judgment. If you’d like to learn more, you can book a call here: https://link.bookkeeper.net/widget/bookings/bkconsults-bg

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Arlington, MA | 857-392-5674

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