Templates and samples
The tools we use with clients, free to download and adapt. No email gate. Start with the 13-week forecast if cash is the question, or read the sample package to see what a month with us looks like.
Sample monthly package
Written CFO notes, a one-page KPI report, a 13-week cash forecast, and condensed statements for an illustrative HVAC contractor. This is what a Clarity client receives each month, on a fixed date.
13-week cash flow template
A four-sheet Excel workbook: instructions, a blank forecast with the formulas built in, and two worked examples that show cash dropping below the floor and what the fixes do. No macros, no email required.
What a fractional CFO costs
What drives the cost, what you should get for it, and when bookkeeping alone is the right answer. There is no number on the page, and we explain why.
Read the guideComing soon: an exit readiness checklist for owners planning a sale or handoff in the next one to five years.
From Insights
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Every dentist knows their overhead percentage, or thinks they do. The percentage is not the useful part. The breakdown is.
Job costing is where contractor margin goes to die
A contractor doing three million a year can have a great year and a terrible one at the same time.
The 13-week cash flow forecast, and why most owners have never seen one
Ask most owners how cash looks and they will tell you the bank balance. Ask how it will look in ten weeks and they will guess.
Want this built for your business?
The templates are the starting point. The plans are how it gets done every month.