Nail The Numbers

What Nail The Numbers does

Complementary offerings include The Gab Lab multimedia content series, the Magnificence of Money behavioral finance program, and a Cashflow Canvas Certification (CFCC) program that has produced 93+ certified coaches. The business operates a partner-mediated go-to-market model with 270+ championing organizations — including BDC, Alberta Treasury Branches, Community Futures offices, Queen's University, and Schulich School of Business — who refer entrepreneurs and co-deliver bootcamps. Revenue streams combine cohort-based program fees, subscription/blueprint access, professional services, and certification/licensing. The company is privately held and bootstrapped, has served over 10,000 founders across 75+ industries and 275+ communities in North America, and primarily serves the Canadian SMB founder segment with early US extension via Arizona partnerships.

Name

Nail The Numbers

Legal name

Nail The Numbers Inc.

Website

https://nailthenumbers.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

Nail The Numbers is a Canadian financial training agency that delivers the proprietary Cashflow Canvas™ framework through challenges, bootcamps, and online courses to help small business founders build budgets, forecast cashflow, and manage business finances.

Ownership category

akta.pro rank

Product category

Financial Training and Entrepreneurship Coaching Services

NAICS

Other Scientific and Technical Consulting Services (54169), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (54121)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Financial Education & Coaching (Digital Programs, Tools) (FSAGADAH)

akta.pro secondary industries

Financial Coaching & Budgeting Advisory (FSAEAAAH), Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors) (EDAAAJAN), Budgeting & Cash-Flow Management (EDAAAJAA)

Keywords

• Financial training
• Small business budgeting
• Cashflow forecasting
• Entrepreneurship coaching
• Behavioral finance education

Headquarters

HQ city

Saskatoon

HQ country

Canada

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Online Challenges and Programs: Revenue from paid challenges (3-day to 12-week programs) and online courses delivered via Thinkific. Entry-level challenges at $90-$180, comprehensive programs at $330-$2,990.
2. Bootcamps: Live virtual and in-person bootcamp series (e.g., 10-week Cashflow Canvas Bootcamp Series) taught by NTN Pros and the founder. Sold per session or series.
3. Blueprints (Academy): Online step-by-step frameworks with tools, tutorials, and training calls. Subscription or one-time access to The Stronghold Budget, Cashflow Canvas, Financially Fierce Formula, and other programs.
4. Professional Services: Book Cleaning (5-point diagnostic) and Book Calibration services that sync bookkeeping software (QuickBooks, Xero, Sage) with financial plans. Delivered by Certified Accountability Agents.
5. Coach Certification: Cashflow Canvas Coach certification program for bookkeepers, lenders, economic developers, and educators to become certified coaches. Network of 93+ certified coaches.

Pricing tiers

Go-to-market motion2 records

Distribution channels5 records

Marketing channels9 records

Core offering

Nail The Numbers is a Canadian financial training agency that delivers structured challenges, bootcamps, online academies, and accounting-integration services built around the proprietary Cashflow Canvas™ framework — a one-page, eight-building-block financial planning methodology. Offerings range from free entry-level challenges (5-Day Wake Up Call) through paid coaching programs ($90–$2,990 CAD) up to premium 12-week intensives with dedicated accountability coaches. The portfolio also includes Cashflow Canvas Coach certification for professionals, NTN Bootcamps, the Thinkific-hosted NTN Academy Blueprints, and Book Cleaning/Calibration services that sync QuickBooks, Xero, or Sage with founder financial plans.

Product overview

Nail The Numbers is a Canadian financial training agency (founded 2014) offering a structured suite of coaching, challenges, bootcamps, and online academies centered on its proprietary Cashflow Canvas framework. The core offering is The Cashflow Canvas System — a one-page financial planning methodology built on eight interconnected building blocks — which anchors both self-paced and cohort-based programs. Programs range from free introductory challenges (The Wake Up Call: 5 Day Challenge) to multi-month intensive experiences (The Financially Fierce Formula: 12 Week Challenge at $2,990 CAD and The Money Mastery Matrix: 3 Week Challenge at $330), all delivered via Zoom/Thinkific. The ecosystem also includes Cashflow Canvas Certification for coaches, an NTN Bootcamps instructor-led program, the NTN Academy (Blueprints) online platform, The Gab Lab multimedia content series, and Book Cleaning/Calibration services that integrate with QuickBooks, Xero, and Sage accounting platforms. The company has served over 10,000 founders across 75+ industries and 275+ communities, with Taunya Woods Richardson as Founder and CEO.

Differentiator

Problem solved

Functional benefit

Products and services

• The Cashflow Canvas System The flagship financial planning framework — a one-page business budget system built around eight building blocks (Revenue Streams, Direct Costs, Price Points, Assumptions, Team + Personnel, Space + Operating, Marketing + Sales, Other Costs + Loan Repayment) — that transforms financial forecasting into a simple, strategic, and profitable path for founders. Trademarked as Cashflow Canvas™.
• The Wake Up Call: 5 Day Challenge A free five-day challenge starting with the personal budget as the Baseline of business, designed to help founders confront their finances and build a budget blueprint; recommended as the starting point for those new to budgeting and serves as the company's primary freemium top-of-funnel lead magnet.
• The Cashflow Canvas: 3 Day Challenge A three-day interactive bootcamp where the founder guides participants through the basics of building a business budget using the Cashflow Canvas framework, covering Learn the Landscape, Load the Palette (sketching the eight building blocks), and Fill the Forecast (transferring numbers to a spreadsheet). Originally $990, currently $180 CAD.
• The Financially Fierce Formula: 12 Week Challenge An intensive 12-week financial training program teaching founders to build a rock-solid budget backwards and bottom-up using the Cashflow Canvas methodology, including 12 live coaching calls, a dedicated Certified Accountability Agent, 37 drills, 8 budget calculators, and lifetime access to training and weekly Friday coaching calls. Priced at $2,990 CAD (regular $9,990).
• The Money Mastery Matrix: 3 Week Challenge A 3-week live group coaching program to radically reinvent financial reality, covering Money Management (budgeting, debt repayment, retirement), Money Mindset (Money Memoir, Money Tree exercises), and Money Motive (neuroplasticity and reprogramming), with 21 daily drills, worksheets, and Excel templates. Helped over 3,000 founders gain financial clarity. Priced at $330 CAD (regular $990).
• The Money MindShift Method: 4 Shift Challenge A four-session challenge applying behavioral finance, epigenetics, and neuroeconomics to overcome limiting financial beliefs, with four shifts: Money Memoire (developmental programming), Money Tree (inherited programming), Money Mirror (self-actualized beliefs), and Money Motivation (neuroplasticity). Priced at $90 CAD.
• The Cashflow Canvas Bootcamp Series A 10-week virtual bootcamp series delivering one-hour weekly sessions walking founders through all eight Cashflow Canvas building blocks and culminating in a full 12-month forecast; each session taken independently or as a complete series.
• Cashflow Canvas Certification (CFCC) A certification program for bookkeepers, lenders, economic developers, and educators to become Cashflow Canvas Coaches, enabling them to guide founders through the Cashflow Canvas framework. Network of 93+ certified coaches available via the public directory.
• Book Cleaning Service A 5-point financial diagnostic review of a business's books covering Financial Reporting, Reconciling, Chart of Accounts, Payroll, and Tax Compliance, delivered over 3 weeks with recommendations for corrective action by Certified Accountability Agents.
• Book Calibration Service A service that syncs a founder's Financially Fierce Formula plan with their bookkeeping software (QuickBooks Cloud/Desktop, Xero, or Sage), calibrating the chart of accounts and uploading a 12-month forecast for real-time progress tracking, delivered in 4 weeks.
• NTN Academy (The Blueprints) An online learning platform hosted on Thinkific providing step-by-step framework Blueprints (The Stronghold Budget, The Cashflow Canvas, The Financially Fierce Formula, The Highways + Hazards, The Mindshift Method) with tools, tutorials, and training calls, supported by Certified Accountability Agents for ongoing guidance.

Quantifiable outcome

• 82% of small business owners fail due to not knowing how to build or balance a budget
• +3 more outcomes

Named customers8 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature4 records

Partnerships

Twelve partnerships are on record, tiered core and minor.

• BDC (Business Development Bank of Canada)coreGTM or Marketing PartnerBDC champions the Cashflow Canvas as a recommended tool for Canadian entrepreneurs. Listed among 270+ lenders, economic developers, and educators who support NTN's mission.
• Queen's UniversitycoreGTM or Marketing PartnerQueen's University entrepreneurship programs utilize NTN's Cashflow Canvas and bootcamps to educate student founders and alumni entrepreneurs.
• Growth Partners ArizonacoreStrategic or Co-development PartnerGPAz expanded its financial planning services using NTN's Cashflow Canvas and GrowthHUUB frameworks. Partnership includes training delivery and co-branded programming.
• Alberta Treasury BranchescoreGTM or Marketing PartnerATB supports NTN bootcamps and educational initiatives for Alberta entrepreneurs. Listed as champion of the Cashflow Canvas methodology.
• Schulich School of BusinesscoreGTM or Marketing PartnerSchulich partners with NTN to deliver financial education to student entrepreneurs and local small business owners through bootcamps and programs.
• Community Futures OrganizationscoreChannel Partner/ Reseller/ DistributorMultiple Community Futures offices (Meridian Region, Vision North, Ventures) across Canada deliver NTN bootcamps to small business clients as part of their entrepreneurship development programs.
• Local First ArizonaminorGTM or Marketing PartnerArizona-based organization supporting local entrepreneurs partners with NTN for financial education delivery.
• Calgary Chamber of CommercecoreGTM or Marketing PartnerThe Chamber supports NTN bootcamps and educational initiatives for Calgary-area entrepreneurs as part of small business development efforts.
• University of SaskatchewancoreGTM or Marketing PartnerU of S entrepreneurship programs utilize NTN's Cashflow Canvas and bootcamps to educate student founders.
• Alberta Women EntrepreneurscoreChannel Partner/ Reseller/ DistributorAWE delivers NTN's Magnificence of Money and other programs to women entrepreneurs across Alberta as part of their support services.
• EnactusminorGTM or Marketing PartnerNational non-profit engaging students in entrepreneurial action champions NTN programs for student-founded businesses.
• First Nations University of CanadacoreGTM or Marketing PartnerFNUniv partners with NTN to deliver financial education to Indigenous entrepreneurs and students across Canada.

Scale indicators12 records

Recent moves6 records

Expansion highlights5 records

Direct peers

• SCORE: Free, US-wide network providing business mentoring and financial education workshops to SMB founders, often delivered through partner organizations. Directly comparable channel structure (community and partner-delivered bootcamps for entrepreneurs) though operates as a nonprofit.
• Bplans: Online resource for business planning, financial forecasting templates, and entrepreneur education with sample cash flow and budget tools — overlaps directly with Nail The Numbers' Cashflow Canvas financial planning framework positioning.
• YNAB (You Need A Budget): Subscription budgeting methodology product with proprietary framework and structured educational content delivered via workshops and coaches — comparable playbook of monetizing a branded budgeting system through education and community.
• Dave Ramsey Solutions (Ramsey+): Largest US-based consumer and small-business financial education brand, offering Financial Peace University, Ramsey+, and Business Coaching programs built around proprietary frameworks and certified coach networks — the closest analog to Nail The Numbers' methodology-plus-coach model.

Broad incumbents

• Sage: Global accounting software provider with SMB-focused education and partner ecosystems — directly integrated with NTN's Book Calibration services and comparable in serving SMB financial planning.
• Coursera / edX Financial Literacy Specializations: Major online learning platforms hosting structured personal finance and SMB financial management courses — broad incumbent in structured online financial education that competes for SMB founder attention and budget.
• Intuit QuickBooks (Education & Live): Dominant SMB accounting platform that integrates with NTN's Book Cleaning/Calibration services and offers its own financial education content for small businesses — broad incumbent that overlaps at the education-plus-accounting intersection.

Regional players

• Wealthsimple: Canadian fintech offering investing, saving, and a Learn financial education hub — comparable Canadian fintech with embedded financial literacy content, though oriented to consumer investing rather than SMB budgeting.
• Futurpreneur Canada: Canadian nonprofit providing financing, mentoring, and business resources to entrepreneurs aged 18-39, with significant overlap in Canadian SMB financial education programming — direct regional overlap in target customer and content.

Emerging players

• Outset: Financial coaching platform providing 1:1 coaching to consumers and small business owners — emerging peer in the financial coaching space with comparable methodology-driven coaching model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/NailTheNumbers
• YouTubeyoutube.com/channel/UCLcEDJ_E5EzRZ5aPn89-Niw
• Facebookfacebook.com/nailthenumbersinc
• LinkedInlinkedin.com/company/nailthenumbers
• Instagraminstagram.com/nailthenumbers

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Nail The Numbers