Built for Owner-Led
Businesses Doing $2M-$10M
in Revenue
You run an owner-led business doing $2M–$10M in revenue. You’re great at what you do — but financially, you’re flying blind. That’s why we exist.
Most owners we work with built something real — but never had the financial visibility to match it.
The Businesses We Partner With
Companies that have built something real — but are running the financial side on gut feel and hope.
Industries We Serve, and Why We Know Your World
Not every CFO understands job costing, project timelines, or seasonal cash crunches. We do — because these are the industries where we do our best work.
Construction & Trades
General contractors, home builders, landscapers, asphalt companies, welding and fabrication shops, cabinet makers and mechanical trades. You win jobs, deliver great work, and collect revenue — but you can’t tell which projects actually made you money and which ones quietly drained your margins.
- Job costing that shows real profitability per project — not just revenue
- Cash flow management that accounts for project timelines, retainage, and seasonal swings
- QuickBooks set up properly for your industry — not the generic way your bookkeeper did it
- A forecast that tells you whether you can afford to hire, buy equipment, or bid bigger
- Clean books that tell a credible story when you walk into the bank
Logistics & Fulfillment
Third-party logistics, fulfillment centers, freight and warehousing operators. Your margins live and die in the details — material costs, labor efficiency, and the gap between your quote and your actual cost to deliver.
- Client-level margin so you know which accounts actually earn their keep
- Storage, handling and freight billed accurately, with leakage caught early
- Labour and throughput insight so you know where hours are spent vs. billed
- Pricing built on real cost data, not the rates you set three years ago
- Cash flow forecasting that survives seasonal and contract-driven swings
Staffing, Service & Retail Operators
Staffing firms, multi-location service businesses, dealerships and retail operators. You have complex revenue lines and real overhead — but no clear picture of which service lines are profitable and where your money actually goes each month.
- Margin per placement, per location or per department — not just top-line revenue
- Overhead management that shows true cost-per-service or cost-per-client
- Segment reporting so you can see which divisions, locations, or providers drive profit
- Sustainable scaling strategy that doesn’t require you to work more hours
- Financial systems that let you step back from the day-to-day without losing visibility
Cash Flow Problems That Sound Familiar
These aren’t abstract problems. They show up every day for the business owners we work with.
“We billed well this month and still nearly missed payroll.”
Revenue timing and cash flow are two different things. You’ve taken on more work to fix a cash problem that more work didn’t actually fix.
“I don’t know which jobs I should be taking more of.”
You can’t answer the questions that matter most: which clients are costing you money, which service lines actually drive profit, and what would happen if you lost your biggest account.
“The bank conversation was embarrassing.”
You struggled to tell a clear financial story. The loan application was stressful because you don’t have clean books or a forecast that demonstrates serviceability. You felt exposed.
“I’m doing the work of three people.”
Operator, manager, and part-time financial admin. You can’t step back because nothing holds the business together when you do. The financial chaos is one of the main reasons.
What Makes an Owner Call a Fractional CFO
Our best clients don’t come to us because they vaguely want better financials. They come because a specific moment made it impossible to keep going the way they were.
A Cash Crisis
A month where the money was supposed to be there and wasn’t. Payroll was at risk. The scramble was real.
A Loan Rejection
A conversation with a banker that exposed the weakness of your books. They couldn’t lend because you couldn’t show them what they needed to see.
A Surprise Tax Bill
Far bigger than expected and caught you completely unprepared. Nobody warned you. Nobody planned for it.
A Growth Moment
You want to hire, scale, or take on a major new contract — and you realise you have no financial foundation to build from.
An Exit Conversation
You’re thinking about selling and someone told you your books won’t support the number you have in your head.
A Breaking Point
You’re exhausted. Doing the work of three people. You know there’s a smarter way to run this — you just don’t know where to start.
Who We Are Not the Right CFO For
The clients who get the most from OiProfit share a specific set of traits. Here’s how to know if this is right for you.
You’re the Right Fit If:
- You give full QuickBooks access and trust the process
- You show up to monthly reviews and act on what you learn
- You want a long-term financial partner, not a one-off report
- You’re ready to invest in systems that pay for themselves many times over
- You value straight talk — even when the numbers tell a hard truth
- You want to build a business you can eventually step back from or sell
We’re Not the Right Fit If:
- You second-guess the scope and delay access to your systems
- You push back on the discipline and treat CFO services as a cost, not an investment
- You want someone to file your taxes and disappear — that’s a CPA, not a CFO
- You’re looking for the cheapest option rather than the right one
- You’re not willing to change how you operate based on what the numbers show
Book a Free Cash Flow Clarity Call
The Cash Flow Clarity Call is free, it’s 30–45 minutes, and you’ll walk away knowing exactly where you stand financially — and what fixing it looks like.
We only take on one new client each month.
Book Your Free Cash Flow Clarity Call →Owner-Led Business CFO Questions, Answered
Straight answers to what business owners ask us most.