The reporting secrets
we usually get
paid to keep.
One live workshop that hands you the whole reporting system — the why, the project, the team and the 90-day plan — so you can define, track and hit your run rates without hiring us to do it for you.
Most of us just generally feel like we're not hitting our run rates.
Feel — because we never defined them, never wrote down the aim, and never compared. Fixing that takes a system.
Total revenue, total expense, total profit — the top-side run rates. Most of us don't actually know ours, so we don't know we should change them.
Where are you aiming this month? A number you never wrote down is a number you were never going to hit.
Where were you aiming versus where did you get — on the expense side as well as the revenue side, every single month.
And the system that measures it isn't Dave. It isn't Dale, or Bill, or Rita. Your system isn't a person — it's a system. Reporting Secrets is where you build it.
Everything you'd hire us for. Taught instead.
What reporting is and where it fits in your company's story. How to run the project — scope, cost, duration, expectations. Who belongs on the team. And the system that makes it repeat.
The Why of Reporting
What reporting actually is, how it fits the story of your company, and the run rates you should be tracking every single month.
Inside this sessionRunning the Project
How to run a reporting project as an executive — scope, cost, duration, focus, and what you can reasonably expect.
Inside this sessionBuilding the Team
Team composition, role expectations, sourcing labor, and how to develop and grow a reporting team as the company grows.
Inside this sessionInstalling the System
Turn it all into an operating system: the run-rate tracker, the repeat cadence, and the 90-day plan you leave with.
Inside this sessionYou could run this format four times a year and never get tired of it. Because reporting changes every time the company does — the first hire, the tenth, the replacement of the person who ran it. The workshop is how the program survives all of them.
One seat. The whole system.
Where in your world is $1,000 too much for this? It's literally your run rates — how your company is actually doing. There's not a company alive that shouldn't run through it.
- All four sessions, live: the why, the project, the team, the system
- The run-rate tracker — aim vs. actual on revenue, expense and profit
- The real numbers: what reporting costs, how long it takes, who to hire
- Your 90-day reporting plan, written before you leave the room
- A room of operators in your industry — the cross-pollination is free
- 14 years of scars, compiled, so your project isn't the next one
Reporting Secrets
Four sessions, live, with the founder in the room. You leave with the run-rate tracker installed and a written 90-day plan — not a recording to watch someday.
Get your seat — $997For founders, executives and the person you just put in charge of reporting.
Live, not a video course
You sit for it, in a room, on the clock. That's the point — the action of taking the time is the product.
No consultants required
The whole system handed over — everything we'd otherwise charge you to do on your behalf.
Any size company
A program that runs from a company of one to a company of one thousand.
Built to repeat
Sit once a year minimum, quarterly if you're serious. You'll hear it differently every time.
A program that runs from a company of one to a company of 1,000.
Until you're making well north of $10 billion a year, you still need to do these things. The workshop is built to be sat again — and to onboard everyone who touches reporting after you.
Year one: you
You sit for it and install the system while reporting is still a one-person show. Ninety days later the tracker is just how the company runs.
Every new hire
When you hire the second person to run reporting, you'll start to lose track of the program. Send them through Reporting Secrets and they stay on target.
Every quarter
Even if you already know everything in it — especially then — sitting for it again bakes it into the operating system. You'll hear it differently every time.
Run Rates.
Our show about the numbers you take home. Every episode is a miniature Reporting Secrets: define your run rates, know them, aim for them, compare. You get the highlights on Run Rates — you do the whole thing in the workshop.
Subscribe below — we'll ping you the moment it drops.
I'm a real person, and I've got the scars to prove it.
These are the secrets I've compiled over many, many tussles in the market with companies just like yours — where we got the scope wrong, the intention wrong, the timeline wrong. Where the ask wasn't reasonable, or wasn't understood the way it was meant.
Reporting Secrets is fourteen years of those lessons, taught in one sitting — so your reporting project skips the scars.
You definitely belong in Reporting Secrets.
You're going to enrich everybody else in the room, and they're going to enrich you — people in your industry, in your line of work, chasing the same numbers. I'll see you there.