Get Financial Clarity for Your Business
Tell us a little about your business and we’ll schedule a quick Clarifi call
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.