Digging for Financial Gold: Our “Gold Mining Process” & Monthly Review System
As a business owner, you’ve got grit. You put in the hours, take the risks, and make the decisions that keep everything moving. But if your numbers are a mess—or you don’t know what they’re really telling you—you might be leaving serious profit buried in your business.
That’s why we created our Gold Mining Process and Monthly Mining Review — a financial strategy system built to uncover hidden value, improve cash flow, and help you grow with clarity and confidence.
Let’s break it down.
What Is the Gold Mining Process?
The Gold Mining Process is our onboarding and deep-dive financial discovery. It’s not just about plugging in numbers—it’s about understanding your business inside and out, getting clarity on what matters most, and building a plan that’s rooted in real data.
Think of it like a financial excavation:
We dig deep, clear the dirt, and extract the gold.
Here’s What We Do in the Gold Mining Process:
Expectations Session
Meet the team, set communication rules, align on goals, and review the scope. This builds trust and sets the tone for honest conversations.
12-Month Financial Review
We analyze your Profit & Loss Statement, Balance Sheet, and Statement of Cash Flow over the past year to spot trends, red flags, and hidden opportunities.
The Gold 4™ Analysis
We focus on your four most important metrics:
Revenue
Gross Profit
Net Profit
Cash
We examine these across a 13-month rolling timeline to spot trends, seasonality, and outliers.
Forecasts & What-If Scenarios
We build out financial projections to test strategy, understand future cash flow, and answer big questions like:
“Can I afford to hire?”
“Can I open a second location?”
“Will this new service actually make me money?”
Goal Setting & Strategy Alignment
Once the numbers are clear, we connect them to your goals: whether it's more cash, less stress, or a roadmap to scale.
What Is the Monthly Mining Review?
Once we’ve uncovered your financial gold, the Monthly Mining Review becomes your CFO strategy check-in. This isn’t bookkeeping. This is high-level, strategic guidance every month to make sure you stay on track.
We look at what’s working, what’s off, and what adjustments you need to make—before it’s too late.
Each Monthly Mining Review Includes:
13-Month Rolling Graphs of the gold 4
We track revenue, gross profit, net profit, and cash so you always know where you stand and what direction you’re heading.
P&L Review
We ask: What doesn’t make sense? Is it unplanned or unknown? We help you understand the “why” behind the numbers.
Balance Sheet & Cash Flow Insights
Your balance sheet shows your financial health. Your cash flow shows how long you’ll stay alive. We help you read both clearly.
Variance Analysis
We look at what you planned vs. what actually happened and use it to drive better decisions for the next month.
Rolling Forecast Updates
We adjust forecasts based on what’s changed in your business. This helps you stay ahead, not behind.
Goal Review & Accountability
We don’t let your goals collect dust. We revisit them, track progress, and make sure your numbers are aligned with your strategy.
Why Business Owners Love the Gold Mining System
Clarity – No more guessing. You know your numbers and what they mean.
Confidence – You make decisions based on data, not gut.
Control – You finally feel in control of your money and business direction.
Cash – You keep more of your money and know where it’s going.
Ready to Mine the Gold in Your Business?
If you’re tired of being in the dark with your numbers, let’s talk. Our Gold Mining Process is designed to help business owners like you gain financial clarity, eliminate stress, and build a business that works for you—not the other way around.
