More jobs. More left over.
See which work contributes, where cash gets tight, and what to change next. Monthly reporting connected to the jobs and crews behind the numbers.
Free 30 minutes with ClarIQ Advisory. Family run. Human-reviewed work.
The job is finished. What did it leave?
A service job, read properly.
| Job revenue | $12,000 |
|---|---|
| Loaded field labor | -$4,200 |
| Materials | -$3,000 |
| Rework and travel | -$900 |
| Contribution | $3,900 |
A 32.5% contribution margin still has to cover shared overhead. If the customer has not paid, it is not cash available for payroll.
The numbers behind the field work.
- 01
The month, explained
A reviewed reporting close, cash forecast, and plain-English memo. Keep your existing bookkeeper; establish usable records together.
- 02
Jobs and crews in context
Where records support it, compare contribution by job type and investigate the cost differences. Agree allocation rules before comparing teams.
- 03
Cash with a calendar
See payroll, supplier payments, and expected collections together. Identify the assumptions behind the tighter weeks.
Start with the question that hurts.
Before we begin
What is a quarterly financial review service?
A quarterly financial review walks through the last quarter's results, cash position, and what to change next. Our reporting covers that ground monthly rather than quarterly, so a slow season or a late-paying customer surfaces in weeks, not months.
Which businesses is this for?
U.S. owner-led home-service businesses, generally around $1M to $20M revenue, with usable accounting records and a need for clearer reporting. We establish fit on the free call.
Do you replace our bookkeeper?
No. The reporting work builds on usable books. Cleanup remains with your bookkeeper or an appropriate partner.
Can you compare every job straight away?
Only if the records support it. When job codes, time records, or material allocations are incomplete, we agree a measurement setup before claiming reliable job margins.
What does it cost, and how long does it take?
The free call establishes fit. You receive a written scope, fee, required records, and delivery date before paid work begins. Timing starts from usable data and agreed access. No purchase is required to book the call.
Know what the work leaves behind.
Tell us how you track jobs and what you cannot answer from the books today. We will show where reporting helps and what evidence it needs.
Get a free callFree 30-minute call. We agree the scope and fee before any paid work. How your information is handled.