30-day CFO project
Financial Clarity Sprint
Most small business owners already have financial reports. The gap is turning those reports into decisions. The Financial Clarity Sprint turns your accounting and operating data into a decision-ready finance system.
What the sprint answers
Five questions every owner should be able to answer
Are we actually profitable?
Revenue is not enough. The sprint clarifies gross profit, EBITDA, and the costs driving margin.
Where is cash going?
The cash flow view shows how cash is moving through the business and where pressure is building.
What drives margin?
The model helps identify which jobs, customers, services, or locations create the best economics.
What costs are moving faster than revenue?
Budget vs actual logic and KPI trends show whether labor, overhead, or direct costs are creeping up.
What should management do next?
The management summary translates analysis into the highest-leverage next actions.
What you get
A simple finance system, not another report package
The sprint organizes raw financial and operating data into a structure management can actually use each month.
CFO model
Revenue, COGS, payroll, operating expenses, EBITDA, cash, AR, AP, debt, and core assumptions in one auditable model.
KPI scorecard
Revenue, gross profit, gross margin, payroll percentage, opex percentage, EBITDA, cash balance, AR, AP, and debt visibility.
Cash flow view
A practical view of where cash is going, near-term pressure, and the difference between profit and cash.
Cleanup recommendations
Plain-English notes on chart of accounts, reporting gaps, data issues, and monthly finance process improvements.
Management summary
A client-ready summary of what happened, why it happened, and what management should do next.
What you receive
The process
From messy reports to owner-ready decisions
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01 · Inputs
Your books
P&L, balance sheet, transactions. QuickBooks, Xero, Sage, or exports.
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02 · Model
CFO workbook
Account mapping, KPI definitions, cash and margin logic.
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03 · Output
Scorecard
Profit, cash, and trend in one owner-readable view.
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04 · Decision
What to fix next
A ranked list of moves, with the number behind each one.
You share QuickBooks, payroll, and operating reports. I take it from there.
I dig into the numbers to find what is really driving profit, cash, and margin.
I build the CFO model, KPI scorecard, and cash flow view on your real data.
We walk through what the numbers say, in plain English, on a live call.
You leave with a prioritized list of what to do next, and why.
Best fit
Designed for owner-led companies that have outgrown basic bookkeeping
Best-fit clients have enough complexity to need better financial visibility, but not enough scale to justify a full-time CFO.
Strong industries
Construction, trades, HVAC-adjacent services, roofing, fencing, landscaping, pool services, property management, retail, and multi-location local businesses.
Helpful inputs
Accounting exports from QuickBooks, Xero, Sage or similar, plus payroll, revenue detail, debt schedules, operational KPIs, and any existing spreadsheets.
Not a fit
Companies with no bookkeeping discipline, owners unwilling to share data, businesses only looking for tax prep, or companies that need bookkeeping cleanup first.