The Blizzard Breakthroughs CLARIFY Method™

Stop Reacting to Your Numbers. Build the System That Runs Itself.

The CLARIFY Method turns your Profit and Loss statement (Income Statement) into a working financial operating system — a KPI scorecard, a rescue plan, and an accountability system that tells you exactly where your business stands and who's got the ball. Built for business owners who don't have clean books and don't have time for complex financial modeling.

What You'll Achieve

• Forecast Your Financial Success: Build a projected Profit and Loss statement (Income Statement) that gives you clarity on your business trajectory
• A System, Not a One-Time Fix: A repeatable monthly rhythm for reviewing your numbers and acting on them, not a single exercise you do once and shelve
• Works With Messy Books: Designed to work even if you don't have clean books or organized bookkeeping systems

What's Included

• Seven steps, each with its own lessons — the complete CLARIFY Method, start to finish
• The CLARIFY Workbook — yours to download in Word and Excel. Every step has a matching page. The Excel version calculates your ratios, backsolves the revenue required to hit your profit target, and builds your monthly plan automatically. It works in Excel and in Google Sheets.
• Seven hours with Susan — one full hour after each of the seven steps, to ask whatever you need to ask

How It Works: You Do the Work Privately

You complete the workbook on your own, in your own file on your own computer. Nothing you enter is sent anywhere, stored by the course, or seen by Susan.

At the end of each of the seven steps you'll find a link to book your hour. If you want Susan to review your actual numbers, you send her your workbook yourself before the call. That is always your choice — the course is designed so that your financial information stays yours unless you decide to share it.

The CLARIFY Method

The Seven Steps

View the full course curriculum →

• Start Here: Why Financial Statements Matter: A quick primer on the Income Statement, Balance Sheet, and Cash Flow Statement, and why this course starts with the Income Statement (Profit and Loss). You'll walk away with: Clarity on what each statement tells you.
• C — Clarify: Your Current Profit and Loss: Review your existing Profit and Loss statement (Income Statement) to understand where your business stands today. You'll walk away with: A clear, honest baseline of your current financial position.
• L — Lighten: Spot Check for Errors: Confirm your P&L is on an accrual basis, then check it for the errors that quietly distort your planning. You'll walk away with: A corrected P&L you can trust.
• A — Anchor: Your Target Profit and Loss: Flip the equation to Sales minus Profit equals Expenses, and define your ideal future state on paper. You'll walk away with: A concrete Target Profit and Loss statement to work toward, with profit set first.
• R — Rev Up: Develop Your Scorecard: Separate your Key Results from your KPIs, and build the scorecard that tracks both. You'll walk away with: A scorecard you review monthly and act on immediately.
• I — Inspect: Create Your Rescue Plan: Run a gap analysis and turn it into a concrete roadmap. You'll walk away with: A step-by-step plan with owners, dates, and dollar impact.
• F — Follow: The Rescue Game: Put a name next to every action and inspect it weekly. You'll walk away with: A system that always answers Where's the Ball.
• Y — Yield: Atomic Habits for Finance: Build the recurring, protected review habit that makes financial discipline stick long-term. You'll walk away with: A monthly routine for reviewing your numbers and pivoting immediately when they're off.

Perfect For Business Owners Who:

• Are working with incomplete or disorganized financial records
• Need to forecast their financial results for planning and decision-making
• Want to create projected Profit and Loss statements (Income Statements) for investors or lenders
• Manage businesses with revenue up to $100 million
• Don't have time for complex financial modeling

The Breakthrough Difference

Unlike traditional financial forecasting methods that require pristine bookkeeping and weeks of preparation, this system works with the reality of your business. Whether you're scaling rapidly or dealing with the chaos of growth, you build a clear financial roadmap and a rhythm for keeping it current.

Stop letting imperfect books hold you back from strategic planning. Get the sales forecasting and Profit and Loss projection tools you need to make confident business decisions.

Have questions before enrolling? See the FAQ for answers on KPIs, forecasting vs. budgeting, cash flow, and what to review weekly and monthly.