You Don't Hate Your Numbers - A Bookkeepers POV

It really doesn't matter if you did hate numbers. If you want to run a successful business, burying your head in the sand like an ostrich does you more harm than good. You know this. I bet you’re even hard on yourself because deep down, you know if you did look at your numbers, and took the time to understand them, your business would be doing much better.

Yet you avoid them like the plague and make excuses.

Here’s the thing: money clarity doesn’t come from spreadsheets. So let’s kick that excuse to the curb, too.

Money clarity comes from knowing which numbers to look at and why they matter.

In my book, I walk through 11 financial KPIs that drive profit. But for now, because I don’t want you to stab yourself in the eye with a fork, I’ll give you 3 KPIs that are the perfect place to start:

1. Revenue Generators – How Many Are You Juggling?

Every offer in your business is a revenue generator. Products, services, VIP days, courses, whatever it is that you sell. The more you have, the more chaos you bring to your numbers and profit margins.

I recommend having 3 to 12.
Less than 3? You’re not diverse enough.
More than 12? You’re diluting your energy, confusing your customers, and possibly killing your profit.
Less is usually more. And bonus: you become the go-to expert in your field.

2. Revenue Breakdown – Where’s the Money Actually Coming From?

Do you know what percentage of your revenue comes from each offer? If not, you’re running blind.

This KPI helps you double down on what’s working and do more of it. If your “favorite” product isn’t pulling its weight, it’s time to cut or pivot.

Shameless plug.  A certified QuickBooks bookkeeper (ahem, me) can help you pull this data and build a budgeting system that reflects what’s really bringing in the cash. Spoiler: those exciting discounts? They might be hurting more than helping.

I like my revenue spread out, typically between 20% to 30% per revenue generator. That way, I’m never relying too heavily on one product or one client.

3. Average Price Point – And What’s Really Behind That Number?

How did you decide what to charge?

Did you factor in your direct costs and the hidden ones, like your time, packaging, rent, software, insurance? Or did you pick a number that felt “safe” or copied a competitor?

Most business owners undercharge because they never calculate both the hard and hidden costs.
That’s why I follow my EPI™ Formula: Expenses + Profit = Income. I use it for every product, service, and income goal I make.

Mastering money doesn’t mean loving math. You can still hate it. But mostly, you don't hate it. You just don't understand it and that is frustrating.

You are smart. You just haven’t had someone remind you that you can be brilliant at your financials, too, once you understand them.

Lub you,
Crystal 🧡🦄

PS – Grab my book on Amazon:
👉 https://www.crystalnoell.com/books