The Numbers at Work Lab · By Zach Houk

Finally understand the numbers at work.

Doing your job is what you’re paid for. Understanding the business is what gets you paid more.

Online · Self-paced · 60-day access · AI coach included

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The problem

A perfect spreadsheet can still carry a wrong number.

You can make the file look great and send a number that’s accidentally 10x what it should be — without realizing. Finance sees the hole in ten seconds. Then come the doubt, the recalled email, the rework.

How does X impact Y? Seasonal, or one-time? What even is margin? Price, or mix?

You don’t know what you don’t know — and the next level expects you to truly get it.

Manager and beyond means you don’t just read the numbers. You own them, and you defend them.

What changes

You become the one who can explain the gap.

You’ve sat through a hundred meetings where someone explains the number. This is what it’s like to be the one talking.

The budget

You know what your team was handed, who set it, and what it’s really saying — you’ll build one yourself.

The gap

The number missed. You can say which line, why, and what happens next — before anyone asks.

The ask

Budget, headcount, the raise — you make the case in the language the decision actually gets made in.

Take a closer look.

Eight sessions. The first four teach you to read; the last four walk a department through one full year — the budget, the spending, and the meeting where somebody explains the difference.

01 · The Whiteboard. No slides, no spreadsheet, no glossary — a marker and a wall. The whole of business finance drawn by hand, so every document after it is a picture you already have.
02 · The Scoreboard. What the company made, what it spent, what’s left — and where your team’s line sits inside it.
03 · The Timing Trap. A profitable month can still leave less in the bank. Once you see why, half the arguments you’ve sat through make sense.
04 · Fixing. A perfect spreadsheet can still carry a wrong number, and finance sees the hole in ten seconds. The plausibility pass, and the four checks that catch almost everything.
05 · Where the Number Comes From. What your team is allowed to spend, and who decided that. You build one yourself, assumption by assumption.
06 · The Gap. Why the year didn’t go the way the plan said it would. Every miss is price, volume or timing.
07 · Framing. The chart that carries the number — titled with the answer, not the subject, and still standing when it lands in someone else’s deck.
08 · The Ask. Somebody has to explain the gap and ask for what comes next. This course makes that somebody you.
Zach Houk
The coach

Like having me on call.

I cloned my own voice and handed it the entire curriculum, every practice file, and 20 years of my finance opinions. It’s not a chatbot — you talk, it talks back.

Out loud — it walks you through every exercise, step by step.
Your department — it knows the numbers your job puts in front of you.
Push back — explain your variance to it and let it poke holes.
AI ZACH · LIVE 24/7

“Profitable month, less cash in the bank. Walk me through where the money went.”

The next level

What the next level actually asks for.

Five things, and only the first one is a spreadsheet.

01 Work the file

You can build the file and make it do what you want.

The Excel Lab
02 Read the number

You open the P&L and know what it’s actually saying — and where your team’s line sits in it.

Numbers at Work
03 Build the number

You put the budget together yourself, assumption by assumption, and you stand behind every one.

Numbers at Work
04 Say it out loud

The number missed. You say which line, why, and what happens next — in the room, without hunting for the file.

Numbers at Work
05 Ask for the raise

You make the case in numbers — what you own, what it returned, and why now.

Cash Money bonus course
The method

Which department is yours?

That’s the version you get — practice files and coaching built on the numbers your job actually puts in front of you.

Marketing

The media budget you spend against, and the line finance asks about.

Media spend · Q3 ($K)
Paid social184
Search126
Events61
vs. budget 34031 over
HR

Headcount and salary lines, where one wrong cell is a real problem.

Headcount · plan vs. actual
Q112 / 12
Q215 / 15
Q318 / 16
Salary lineunder by 214K
Ops

Cost per unit, and the month it quietly stopped behaving.

Cost per unit · 2026
$4.10Apr
$4.05May
$4.22Jun
$5.18Jul
$5.24Aug
Sales

A quota that got hit — on a mix nobody planned for.

Bookings · Q3
Quota$1.20M
Booked$1.24M
Gross margin38% ↓
“We beat the number. Why is finance unhappy?”
Finance

The close, the variance, the forecast — from the inside.

Variance · August ($K)
BudgetActualVar
Revenue1,250.01,283.433.4
Opex940.0981.2(41.2)
Product

One launch, one business case, and what it has to pay back.

Payback on the build
14months
The askBuild costRevenuePayback
Every version is included

Eyeing a move into finance? Switch over and work that one too — nothing locks.

Marketing · HR · Ops · Sales · Finance · Product
The other side

There’s a version of your life on the other side of these numbers.

01 / The house

The down payment that stopped being a someday number.

02 / The dinner

The check you grab without doing math under the table.

03 / The flight home

The tickets you book your parents without looking at the price.

04 / The seats

The seats you always said were for other people.

The point

None of this is about accounting — it’s about what it buys you.

About all that AI hype

AI multiplies what you already know. So know something.

I use it on real financials just about every day, and there’s one built into this course in my voice. It’s a multiplier — and a multiplier needs something to multiply.

The deal

Here’s exactly what you’re getting.

Numbers at Work$1,500
The Stack$2,500Recommended
The 8 F’s — the whole system
Two
All eight
Sessions
8
14
Hours Half me teaching, half you building.
16
32
A Boss at the end of every session You build it, you send it in, the coach reads it.
Practice files built for your role
The AI voice coach, 24/7
The numbers
Excel + the numbers
60 days of access
The Excel Lab The first six F’s — the file this course puts numbers into.
“Accounting for Cool People” cheatsheet
$100 value
$100 value
Cash Money Turning the skills into actual money. Ridiculous name. Serious course.
$200 value
The dual-context AI coach Bring it a spreadsheet and a business question.
$150 value
The final assignment — and the reference letter I read it myself. Limited capacity.

One payment either way — no subscription, no hidden fees. Nothing in the Stack is a dated bonus; it’s what the extra $1,000 buys, permanently.

$0 out of pocket

Your company will likely pay for this.

Training budgets exist — professional development is literally what they’re for. I’ll even write the ask: a one-pager for your boss is included.

The window

60 days. On purpose.

I’ve watched what happens with lifetime access — people bookmark it and never open it. Sixty days means you actually do it. Need more time? Email me. I’ll extend it. Nobody gets cut off.

The guarantee

Forty-five minutes. In or out?

Watch the first three chapters of The Whiteboard — about 45 minutes — then I ask you point-blank. Out — full refund, every dollar. In — we finish what we started, and refunds are off the table.

Before you buy

Make sure it’s for you.

For you if the numbers touch your job and nobody ever taught them to you as a system. Not for you if you already build budgets, explain variance and make the business case in numbers.

The launch special · Limited capacity

An actual reference letter for your career.

Everyone else gives you a certificate. I read your actual work — and if you truly learned what I taught you, I write you a personal reference letter. Real, signed, yours.

I taught business at a college — youngest they ever hired — and I’ve spent twenty years in finance since. I’m not telling you that to impress you. I’m telling you because you’re about to pick someone to learn this from, and you should know who’s actually on the other end.

And yes I’m grading your actual work and signing your personal reference letter if you truly learn what I teach you.

It has to be earned — that’s the only reason it’s worth having. If the work isn’t there yet, you get exactly what to fix and another go. This doesn’t scale, so I’m taking a limited number. When it’s full, it’s full. Stack only.

The reference letter — signed by Zach Houk
Expense it

Your company pays for this.

This is professional training, and it comes out of a training budget the same way a conference or a certification does. Two ways to do it, and I make both of them easy.

1Bill my company

Send me their details and I’ll invoice them.

Their name on the invoice, off to whoever handles it. Nothing comes out of your pocket.

No waiting to be paid back.
2Expense it yourself

Pay it, then claim it back.

You get a proper invoice with your company’s name, address and tax number on it, the moment your expense system asks for one. One click, and you don’t need me for it.

The invoice is ready when you are.
The ask

I’ll write the request for your manager.

One page with their name at the top: what this covers, what it costs, and what their team gets back for it. You read it and send it.

Training budgets sit in a different line from tuition, and your manager usually spends them without going any higher. Email me and I’ll get your company invoiced.

Before you ask.

Do I need to be in finance to take this?

No — it’s built for people whose jobs touch the numbers without being about the numbers. Marketing, ops, sales, HR, product. You pick your department and the course meets you there.

I’ve tried to learn this before and it didn’t stick. Will this be different?

Most courses open with a glossary. This one opens with numbers you already recognise — by the time the vocabulary shows up, you already know the thing it’s pointing at.

Do I need Excel skills to take this?

No. This course is about the numbers, not the tool. If you want both, that’s exactly what the Stack is for.

Will my employer pay for this?

Very likely — training budgets exist for exactly this. There’s a one-pager included that makes it easy for them to say yes.

What’s the difference between this and the Excel Lab?

The Excel Lab is the tool. This is the game the tool is played in — the numbers themselves. This course also finishes the last two of the 8 F’s: choosing the chart that makes the case, and knowing a number is wrong before anyone else spots it. The Stack is both.

How does the reference letter work?

Every session ends with a Boss — work you build and send in. The last one I read myself. If the work is there, I write you a personal reference letter for your career. If it’s not there yet, you get exactly what to fix and another go. Stack only, and capacity is limited.

What’s the refund policy?

Watch the first three chapters — about 45 minutes — then decide: in or out. Out is a full refund, no forms, no call. In means refunds are off the table and we finish.

What if I get stuck?

That’s what the coach is for — my cloned voice, on call 24/7, for your full 60 days. Explain your read back to it and let it poke holes.

Finally understand the numbers at work.

Or explore the Excel Lab →

The waitlist

Doors open October 1.

I’m recording through September, so the doors stay shut until October 1. Get on the list and you’ll know the morning they open — and the reference letter, my read of your final work with my signature on it, is reserved for people who are on it. Capacity is real, and it goes to whoever was here first.

Nothing to pay today.

I have things to say. This is how I say them.

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