Turn Strategy Into Something You Can See
We meet a lot of business owners who are incredibly driven—they have a revenue goal in mind, a vision for growth, or a target number that will let them take a step back.
But they’re stuck.
Not because they lack motivation or talent—but because the path to that goal feels unclear. The numbers aren’t tied to daily decisions. The metrics aren’t meaningful. And what sounds like strategy on paper feels like theory in real life.
“Tell me what that means in terms of how many projects I need to close this month.”
“How many more units do I need to sell to get there?”
We hear this all the time. And frankly, it’s a great question.
You Can’t Hit a Target You Can’t See
As advisors, one of the first things we do is translate high-level financial goals into real-world business terms.Because goals are only useful if they’re measurable, visible, and motivating.
That might look like:
- Turning a $2M revenue goal into monthly sales by service line
- Breaking down a profit improvement target into weekly billable hours per team member
- Aligning pricing strategies with cost benchmarks that the owner understands intuitively
💡 We recently worked with a client who had a growth target—but no clear roadmap to get there. Once we showed him that he needed to sell 24 more units a month to hit his goal, everything shifted. That number felt real. It gave him something to aim for.
What Gets Measured… Gets Managed
It’s a cliché for a reason. When we help owners define and track the right KPIs (key performance indicators)—not just what the accounting software spits out—they start making better decisions faster.
It’s not about overcomplicating things. In fact, we often simplify.
We find the 3–5 numbers that actually move the business forward, and we make sure the owner understands how each one connects to the larger goal.
It Has to Speak Your Language
Every business owner processes information differently. Some want dashboards and forecasts. Others want someone to sit across the table and break it down in plain English.
The magic happens when the numbers are translated into a format and frequency that fits:
- Weekly production metrics
- Monthly goal trackers
- Visual dashboards
- Verbal check-ins with an advisor
The key is building a system that gives you clarity and momentum, not complexity.
Final Thought: Big Goals Need Real Numbers Behind Them
You likely already have a number in your head—maybe it’s the annual revenue you want, the profit margin you’re aiming for, or the cash flow number that lets you sleep at night.
Let’s make that number real, measurable, and actionable.
That’s the kind of advisory work we love doing: turning big-picture goals into clear plans that drive real results.
🔍 Want Help Translating Your Goals Into a Real Strategy?
At Evers Lopez, we help business owners turn ambition into action. We break down growth and profit goals into the key drivers that move the business forward—so you can lead with confidence and clarity.
👉 Schedule a Consultation or Explore Our Business Advisory Services

Joe Evers
As the founder and principal of a boutique public accounting firm, Joe specializes in retirement plan audits and small business advisory. His career began at KPMG, where he had the opportunity to work with businesses across industries, gaining valuable insight into financial strategy, compliance, and operations. In 1989, he took that experience and built Evers Lopez with a commitment to providing high-quality, personalized service to his clients.