Built for Operators Who’ve Built Something Real
You run a trades, construction, or service business doing $2M–$10M in revenue. You’re good at what you do — but financially, you’re flying blind. We exist to change that.
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The Businesses We Partner With
Owner-led, project-based businesses that have built something real — but are running the financial side on gut feel and hope.
We Know Your World
Not every CFO understands job costing, project timelines, or seasonal cash crunches. We do — because these are the only industries we work in.
Construction & Trades
General contractors, landscapers, tree service operators, asphalt companies, welding shops, flooring specialists, 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 trades — 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
Custom Manufacturing
Cabinet shops, fabrication businesses, custom furniture makers, and production-to-order operations. Your margins live and die in the details — material costs, labour efficiency, and the gap between your quote and your actual cost to deliver.
- Margin analysis that shows true production cost per job, not just the estimate
- Inventory tracking and material cost management tied to actual profitability
- Labour efficiency insights so you know where hours are being spent vs. billed
- Pricing strategy built on real data, not the same rates you’ve charged for five years
- Cash flow forecasting for businesses with long production cycles
Medical Practices & Service Businesses
Private clinics, wellness centres, med spas, fulfillment operations, and professional service businesses. You have recurring revenue and complex overhead — but no clear picture of which service lines are profitable and where your money actually goes each month.
- Billing optimisation and revenue cycle clarity across service lines
- 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
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.
Something Happened That Made the Status Quo Unbearable
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.
We’re Not for Everyone
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 every timeline 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
If You Recognised Yourself on This Page, We Should Talk
The Cash Flow Clarity Call is free, it’s 30 minutes, and you’ll walk away knowing exactly where you stand financially — and what fixing it looks like.
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