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Clarity

$750
one-time · up to one year of transactions
Who this is for

You need to see which jobs are making money — and which ones you should stop taking.

Clarity builds on Foundation and adds job-level cost tracking, overhead allocation, cash flow visibility, and a financial dashboard. You stop guessing which work is profitable and start bidding, pricing, and deciding with real numbers.

Every job broken down. Every cost accounted for. One clean dashboard in Excel or Google Sheets.

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The right fit

This is the right package if you are here.

Clarity is for contractors running multiple jobs who need to know which work is actually worth taking. Not just whether the business is profitable in total — but which specific jobs, job types, or clients are moving the business forward and which ones are quietly draining it.

Clarity includes everything in Foundation — full transaction review, bank reconciliation, data cleanup, profit and loss, monthly expense summary, CPA handoff, and delivery in Excel or Google Sheets — plus the seven additional deliverables below. See what Foundation covers →
What Clarity adds

Seven more deliverables
on top of Foundation.

01
Job-level cost and profitability tracking
Each job broken down by what it actually cost versus what it brought in. You find out which jobs are making you money and which ones you should reprice or stop taking.
02
Overhead allocation per job
Your fixed costs — insurance, truck payments, tools — spread across jobs proportionally. Lowers what you think a job costs on paper to what it actually costs in reality, so you stop undercharging.
03
Cash flow summary by month
Money in versus money out, month by month. The business can be profitable and still run out of cash — this shows you exactly where the gaps are so you are not scrambling when payroll hits.
04
Expense breakdown by category and project
Every dollar sorted by what it was for and which job it belonged to. Lets you see exactly what is driving costs up — and cut it. Lower costs, higher margin.
05
Financial dashboard
Revenue, profit, job margins, cash position — all in one view in Excel or Google Sheets. Saves the time you would spend hunting through accounts just to figure out where you stand this month.
06
Tax-ready records formatted for your CPA
Books delivered exactly how your accountant needs them. They find deductions instead of cleaning up the mess. That difference keeps more money in your pocket at filing time.
07
Up to one year of transactions
12 months of history. Full picture, clean start. No more guessing what last year actually looked like.
Lower costs

See what every job actually cost — then cut what is running high.

Overhead allocation and per-job expense breakdowns show you exactly where money is going. Once you know, you can renegotiate, substitute, or price the next job to actually cover it.

Make more money

Know which jobs to take more of and which to walk away from.

Job-level profitability tracking tells you which work has the best margins. That information changes how you bid, which clients you prioritize, and what you say yes to going forward.

Stop the cash crunch

See 30 days out instead of finding out the day before payroll.

The monthly cash flow summary shows money in versus money out before it becomes a crisis. You know when a gap is coming — and you have time to do something about it.

Ready to start with
Clarity?

$600 flat. Everything in Foundation plus job costing, cash flow, and a dashboard.

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