Services – Clarifi Group

Guiding You Through Every Step of Financial Success

Achieving financial clarity is a journey, and Clarifi is with you every step of the way. With our guidance, you’ll gain insight, confidence, and data-driven strategies to grow your home-improvement business and make smart financial decisions.

Cash Flow Visibility

Understand exactly where your cash is today and what’s coming next. We organize your inflows and outflows into a clear, forward-looking view so you can avoid surprises, manage liquidity, and confidently make day-to-day operating decisions.

Margins & Growth Analysis

See where you’re truly making money—and where you’re not. We break down job-level margins, overhead, and trends to uncover profit leaks and highlight opportunities to improve pricing, efficiency, and overall profitability as you grow.

Forecast & Decision Planninglity

Plan ahead with confidence using tailored financial projections. We model revenue, costs, hiring, and key business drivers so you can evaluate decisions before making them and ensure your growth is both profitable and sustainable.

Sensitivity Analysis

Understand how changes in your business impact your bottom line. We test key variables like pricing, labor efficiency, and material costs so you can see risks and opportunities clearly—and make smarter, more resilient decisions.

Analyze & Report

Turn your historical financials into clear, actionable insights. We organize and standardize your data into easy-to-understand reports that highlight trends, performance drivers, and areas for improvement—so you always know how your business is performing.

Plan & Decide

Move forward with clarity and confidence. Through ongoing monthly reviews, we help you interpret the data, prioritize opportunities, and make informed decisions that improve profitability, strengthen operations, and support long-term growth.

Clarity on where you’ve been — and a roadmap for where you’re going

Performance Essentials

Performance Essentials transforms your accounting data into clear, structured financial insights. We organize and analyze your financials to help you understand margins, trends, and operational performance so you can make confident business decisions.

^{*Starting at} $1,500 _{/month with no long-term contracts}

Features:
Monthly Financial Dashboard
Revenue & Gross Margin Trends
Overhead & Net Profit Analysis
Cash Position & Working Capital Review
KPI Scorecard for Home Improvement Contractors
30-Minute Monthly Performance Review Call

Get Started

Performance Plus

The Growth & Strategy Plan builds on Performance Essentials by adding forward-looking financial modeling and strategic planning tools. It gives you clear visibility into future cash flow, operational capacity, and growth opportunities.

^{*Starting at} $3,000 _{/month with no long-term contacts}

Includes everything in Performance Essentials and:
36 Month + Financial Projection Model
Revenue & Capacity Planning
Sales Funnel & Close-Rate Modeling
Scenario & Sensitivity Analysis
Cash Flow Forecasting (13-Week + Annual)
Strategic Growth Planning Support
Owner Distributions plan and Company Valuation
Debt Capacity

Book A Call

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.

Frequently Asked Questions

Still have a Question!

1. Do you specialize in home improvement and home services companies?

Yes. Clarifi Group is purpose-built for home improvement contractors — including roofing, gutters, siding, fencing, and related trades. Our founder combines real-world ownership experience in a gutter business with over 10 years of financial expertise, including work at Big 4 accounting firms and investment banks. He holds a B.S. in Finance and an MBA from Georgetown University. This blend of industry knowledge and high-level financial training allows us to deliver sophisticated, contractor-specific financial insights — not generic analysis.

2. Who is Clarifi Group designed for?

We work best with contractors generating between $2MM–$20MM in annual revenue. At this stage, companies are typically growing quickly but lack dedicated FP&A or CFO-level financial guidance. We provide the strategic financial infrastructure needed to scale profitably and confidently.

3. I already have a bookkeeper and accountant — why would I need Clarifi?

Bookkeepers and accountants focus on compliance, recordkeeping, and taxes. Clarifi focuses on forward-looking financial strategy. We transform your accounting data into actionable insights around margins, growth capacity, cash flow risk, and profitability drivers — empowering smarter operational and strategic decisions.

4. What should I prepare for my initial Clarifi Call?

Nothing. The initial call is a discovery conversation. We’ll ask structured questions to understand your goals, growth plans, and operational challenges. If additional information is needed, we’ll provide a short follow-up checklist that can typically be completed in under five minutes.

5. How quickly will I hear back after reaching out?

We respond to all inquiries within 24 hours — often sooner. We operate with urgency and professionalism.

6. What does the ongoing engagement look like? How much time will this require?

After onboarding, we connect securely to your accounting system. From there, we handle the analysis. Most clients participate in one structured 30-minute monthly review meeting, where we walk through performance insights and strategic recommendations. We aim to minimize your time while maximizing clarity.

7. What accounting systems do you work with?

We integrate with leading accounting platforms such as QuickBooks Online, Xero, and other major systems. If you’re unsure whether your system is compatible, we’ll confirm during your initial call.

8. What kind of results can I expect?

Clients typically gain clarity around margin leakage, revenue bottlenecks, working capital inefficiencies, and growth constraints. Many identify 5%+ improvement in their profitability within the first few review cycles. Longer term companies see massive growth upside without sacrificing profitability.

9. Do you replace my accountant?

No. We complement your existing accountant and bookkeeper. While they focus on compliance and tax strategy, we focus on financial visibility, operational insight, and forward-looking decision support.

10. Do you only work with roofing companies?

While we frequently work with roofing contractors, we serve a broader group of home improvement businesses, including gutters, siding, fencing, windows, and other skilled trades.

11. How long does onboarding take?

Most clients are fully onboarded within 1–2 weeks, depending on data availability. Our process is structured, streamlined, and designed to minimize disruption to your operations. In most cases, onboarding is completed in just two calls: an initial Clarifi Call to understand your business and growth objectives, followed by a brief coordination call with your bookkeeper to securely connect your accounting system to our platform. From there, we handle the rest.

12. What makes Clarifi different from a traditional fractional CFO?

Traditional fractional CFO services are often broad and generalized. Clarifi is vertically focused on home improvement contractors and built around modular financial operating models specific to this industry. We are also provide a cheaper solution, we lead with our people to provide experience analysis but leverage a technology solution. We typically see fractional CFO’s for companies with revenue of $20mm or larger.

Reach Out – Book a Clarifi Call

Talk directly with a Clarifi specialist, review your financial data, and discover opportunities to grow your business confidently.

Book A Clarifi Call