Your Path to Confident Financial Decisions
We handle the financial analysis for home-improvement companies – so you can focus on running jobs, managing crews, and operating your business
We have spoken with contractors and company owners, Clarifi Group understands their pain points
Current State:
- Unclear cash position
- No financial budget
- Unclear efficiency metrics
- Limited growth plan
- Reactionary
- Gut feeling decision making
The Clarifi Way:
- Cash flow forecasting
- Precise growth plan
- Projection model forecasting growth plans
- Proactive
- Sensitivity analysis
- Data based decision making
Connecting You to Financial Clarity
Our Mission & Vision
Clarifi Group empowers contractors and service business owners with financial clarity, helping them make data-driven decisions that increase profits, reduce guesswork, and ensure sustainable growth.
Human- Led Insights
Our team of finance professionals works directly with business owners to uncover meaningful insights. We utilize technology to enhance our analysis, but recommendations are driven by human expertise and real-world experience.
Experienced Team
Our team brings deep institutional financial experience with real-world application to home improvement businesses, allowing us to deliver insights that are both sophisticated and practical.
Bespoke Solutions
No two businesses are the same. We tailor our analysis and insights to the unique structure, goals, and challenges of each company we work with.
Simplifying Finance with Personalized Solutions
Cash Flow Visibility
Margins & Growth Analysis
Forecast & Decision Planning
Sensitivity Analysis
Analyze & Report
Plan & Decide
- Roofing
- Gutters
- Siding
- Fencing
- HVAC
- Plumbing
- Windows & Doors
- Exterior Remodeling
- Deck Contractors
- Patio Contractors
- Electrical
- Others
Go from financial fog to confident decisions in three simple steps
1. Connect Your Systems
Securely link “QuickBooks, Excel, Xero, Google Sheets and more!”
2. Analyze & Build Insights
Our specialists turn your data into clear KPIs and reports.
3. Plan & Decide
Review insights, forecast, and make confident business decisions.
This is Why Customers
Love Clarifi
Trusted by growing home-improvement businesses (Revenue: $2mm – $20mm+)
Representative Customers
“Clarifi helped us finally understand where our cash was going. The cash flow visibility alone has helped us make better decisions month to month.”
Roofing Company Owner
“We discovered several areas where our margins were leaking without realizing it. Clarifi’s analysis helped us fix it and improve profitability almost immediately.”
HVAC Contractor
“Our monthly 30-minute call has quickly become one of the most valuable meetings of the month. The insights are clear, practical, and directly tied to our growth.”
Siding Company Operator
“Before working with Clarifi we were growing but didn’t have a clear financial roadmap. Now we can confidently plan how to scale the business.”
Fencing Company Founder
“The professionalism and clarity they bring to our numbers is incredible. It feels like having a CFO on our team without the full-time cost.”
Roofing Contractor Owner
“The models and dashboards make our financials easy to understand. We’re making better decisions because we actually know what the numbers mean.”
Garage Racking Company Owner
Brothers Gutters
The Challenge
Brothers Gutters a growing gutter installation business was generating strong revenue but lacked clear financial visibility. While their bookkeeping tracked basic income and expenses, they had limited insight into true job profitability, cash flow timing, and how operational decisions were impacting margins. As the business continued to grow, they found it increasingly difficult to confidently plan hiring, equipment purchases, and future expansion.
The Solution
Clarifi Group worked with the owners to organize and analyze their historical financial data and connect their accounting system to our financial dashboard platform. We developed a clear set of financial performance metrics, including job-level margin trends, overhead analysis, and forward-looking cash flow projections. Through our monthly review meetings, we helped the owners interpret their financial data, identify areas where margins were leaking, and develop a more structured approach to planning growth.
The outcome
Within the first few months, the owners gained significantly better visibility into their business performance. They were able to identify areas where labor efficiency and job pricing were impacting margins and adjust accordingly. With improved cash flow visibility and clearer financial reporting, Brothers Gutters now has the confidence to plan hiring, evaluate new opportunities, and scale their business with a stronger financial foundation.
Key Takeaway
When you can clearly see your numbers, you can control your business.
Reach Out – Book a Clarifi Call
Talk directly with a Clarifi specialist, review your financial data, and discover opportunities to grow your business confidently.