Know Your Numbers, Grow Your Business

Fractional CFO and advisory services that give trades business owners the financial clarity to make confident decisions.

Beyond Bookkeeping

Clean books are the foundation — but they're not the finish line. Our advisory services turn your financial data into actionable insights that help you grow, hire smarter, price better, and build a business that works for you.

Think of us as your part-time CFO. We sit down with you regularly, review your numbers, and help you make decisions based on data — not gut feeling.

Who This Is For

Advisory services are ideal for trades businesses that are:

  • Generating $500K+ in annual revenue
  • Growing and hiring — needing to understand capacity
  • Running multiple service lines or divisions
  • Considering a business sale or acquisition
  • Wanting to understand true job-by-job profitability
  • Planning for the next 1–3 years of growth

Advisory Services

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Cash Flow Forecasting

Know exactly when money is coming in and going out. Plan for seasonal dips, equipment purchases, and payroll without surprises. We build rolling forecasts so you always know where you stand.

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Job Costing Analysis

Understand your true cost per job — labour, materials, overhead, and margin. Know which services make you money and which ones are losing it. Price with confidence.

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Budget & Growth Planning

Annual budgets, hiring plans, equipment investment analysis, and revenue targets — all grounded in your real numbers. Stop guessing, start planning.

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KPI Dashboard

Track the metrics that matter: revenue per employee, gross margin by service, close rate, average job value. We build dashboards that give you clarity at a glance.

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Business Growth Advisory

Thinking about adding a new service line? Expanding to a new market? Hiring your first office manager? We help you model the financial impact before you commit.

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Acquisition Readiness

Ready to sell your business — or buy another one? We get your books in shape, build clean financials, and prepare you for due diligence. Part of The Craft Group's acquisition network.

Thinking About Selling Your Business?

The Craft Group actively acquires trades businesses across Canada. If you're thinking about an exit — whether that's next year or in five years — we'll help you get your financials ready. Clean books, clear reporting, and a business that's attractive to buyers.

And if The Craft Group is the right fit? Even better — you already know us.

Ready for Financial Clarity?

Book a free consultation and let's talk about how advisory services can transform your business.

Book Your Free Consultation
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