Explore our CFO services designed for trades and home services businesses. See how premium support from seasoned professionals can help your business achieve its goals
Find the plan that fits your business needs.
For founders building towards scale with goal-driven forecasts and growth plans
Includes:
Quarterly financial forecasting aligned with business goals
Monthly performance vs. plan deep dives
Annual budgeting & goal-setting support
3-year strategic roadmap and long range capital planning
Best for: Founders ready to scale who need clear financial visibility and growth plans
For teams focused on execution, margin optimization, and operational excellence
Includes:
Weekly ops performance review & margin analysis
Weekly execution planning calls
KPI dashboard & ops scorecard
13-week rolling operational forecast
Job costing, labor efficiency, & pricing reviews
Best for: Growing companies that need financial accountability to improve profitability
For owners navigating funding crunches, large purchases, or cash swings
Includes:
Owner draw & tax distribution strategies
Cash cycle optimization & vendor terms planning
Funding roadmap: Loans, LOCs, or equity
Breakeven analysis for major purchases
Scenario planning to preserve cash
Best for: Business owners navigating cash constraints, seasonal swings, or funding decisions.
Need a custom combination of services? Let's talk. We build hybrid CFO plans to match your business stage and goals.
See how our services help clients gain clarity and control over their finances.
“If you're a business owner looking for a finance partner who can help you see the story behind the numbers and unlock profit opportunities, I can't recommend Peter highly enough. He brings the same rigor, clarity, and results-driven approach to his clients through Ironclad Financial.”
“We had different parts of the business pulling in opposite directions. Our freight, commerce, and finance teams never agreed on the best decisions for the business. Peter brought everyone to the table, built on version of the truth, and helped us make confident decisions that actually stuck.”
“Peter helped us cut costs we thought we untouchable. Within months, he helped us push through lower priced contracts with our suppliers, resulting in over 50% reducing in our shipping costs.”
“Our business was struggling to communicate business performance to leadership. We weren't able to justify our sustainability investments. Peter stepped in and helped us develop a framework for reviewing and prioritizing our spend. Best finance partner ever!"
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