The Executive Clarity Intensive: One Number to Execution Workshop
The step-by-step working session for executives who are already fluent in their numbers but not yet able to trace it back to the decisions behind it.
Pick one number. Trace it. Label it. Leave with an owner and a 30-day action.
Live on [DATE] at [TIME, TIMEZONE]. Two hours. Live only. Includes The One Number Guide (PDF).
17+ years
of Controller & CFO leadership experience + MS in Accounting
The Real Problem
The real problem isn’t your financial statements.
Every quarter, there is a gap between what leadership intended and what actually happened. That gap is Execution Drift™.
Your financial statements reveal it. They don’t explain it. So the review becomes an hour-long debate, good people end up on the back foot, and the same variances come back next quarter with no real explanation.
The BOA Method™ ends the debate before it starts. Every variance gets one of three labels, so the conversation begins with the truth, not the blame.
One number. Identify the disconnect. Set owners. Execute. In two hours.
HOW THE WORKSHOP WORKS
Pick the one number you least trust or can’t fully explain. Gross margin, DSO, inventory turns, EBITDA, whatever keeps surprising you. Then use the BOA Method™ to identify the disconnect between what you planned and what actually happened.
Assumption. The team did what it said it would. The plan rested on something that turned out to be wrong. Change the forecast, not the pressure.
Both. The assumption depended on an operational condition nobody owned. Assign the condition first, then reset the assumption
Operations. The plan was sound. The work didn’t happen the way it was designed. Tighten the process, the ownership and the cadence.
Every driver gets one label before anyone decides who fixes it.
You will leave with an answer, not another report.
WHAT YOU WALK OUT WITH
$16,500 –
$27,000*
A plain-language definition of your number and what you expected it to do
A map of the 3 to 6 things that actually move it
A named owner and a decision for each driver
WHAT HAPPENS IN TWO HOURS
A working session.
Real problem and the BOA lens
Your working session: build your own map on your own numbers
01
Name it
02
Map the drivers
03
Classify with BOA
04
Assign the owner and the decision
Who it’s for
This is for you if…
You lead a growing organization or a leadership team that reviews financials monthly or quarterly.
You’re tired of the same variances resurfacing with no real explanation.
You want a shared language your team can use to classify problems before debating solutions.
You want fewer surprises next quarter, not just a better-looking report on this one.
This isn’t for you if…
You’re looking for basic accounting or bookkeeping training.
You want someone else to run the review meeting for you.
You’re not ready to have direct, ownership-based conversations with your leadership team.
Why Work With Cary
For more than 17 years, I wasn't hired simply to report financial performance; I was expected to improve it.
When operations struggled, I didn't stay behind a spreadsheet. I partnered with operations, sales, purchasing, production, and leadership teams to uncover what was driving the numbers.
Together, we diagnosed what was driving the numbers, then worked toward solutions, which ultimately led to healthier financial statements.
Today, I combine the real-world Controller and CFO experience with certifications in Emotional Intelligence, High Performance, and Neuro Coaching because sustainable business performance starts when business and people are aligned; it’s rarely just about the numbers.
Because this work is deeply personalized, I limit the number of Private Executive Advisory relationships. This ensures every client receives the level of attention, preparation, challenge, and trusted partnership they deserve.
Questions
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No. If you review financial results with a leadership team, you can do this. The method is about classifying what is driving a number, not accounting technique.
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Any number you report but can’t fully explain. Gross margin, DSO, inventory turns, cash conversion, EBITDA and labor cost % all work well. The guide has a page to help you choose, and you will pick on registration.
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Only if you volunteer for a hot seat. Everything else stays in your own guide.
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The last four quarters of one number, budget or forecast for the same periods if you have them, and one sentence on what you expected the number to do.
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This session is live only.
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The Intensive takes one number apart. The Group Program is four live weekly sessions that apply the full BOA Method™ across your whole quarterly review, with a workbook, a community and weekly priority support. Attend and enroll by next scheduled date, and your registration fee is credited toward the program.
Financial statements reveal the outcome. Execution Drift™ explains why it happened. The BOA Method™ helps you diagnose it. On [DATE], you will use it on your own numbers..
Pick your number. Leave with an answer.
Live Workshop
2 HRS WORKSHOP
LIVE ONLY
USE BOA METHOD ON YOUR OWN BUSINESS AND NUMBERS
VIP 1:1 Diagnostic
Everything in the live workshop
90-minute one-on-one session