One page a month, showing what each line actually earns.
Send the sales and cost data your business already produces. It comes back as a single page showing, line by line, what each product or service actually earned after cost of goods, processing fees, freight, and returns.
Most owners know their total revenue. Far fewer know which line is quietly carrying the others, or which one lost money last month while looking busy.
What actually happens to your numbers.
Revenue against the same period last year
Retail and trades are seasonal. Comparing this month against last month makes an ordinary seasonal dip look like a problem, and an ordinary seasonal lift look like growth. The comparison here is against the same period a year earlier, which is the only way the change means anything.
Every line taken down to true net
Each product or service line is worked from revenue down to what is actually left, after cost of goods, processing fees, freight, and returns. A line can hold the largest share of sales and close to the smallest share of profit at the same time.
Costs checked for movement against revenue
Costs are tracked as a share of revenue, not just in dollars. A supplier who raised prices quietly, or a freight rate that drifted up over several months, shows up as a widening gap instead of staying buried inside a total.
An independent operation, not a firm.
This is one person working directly with a small number of businesses. No team, no office, no account manager, and no minimum client size.
That is the reason it costs $149 CAD a month instead of $2,000. A fractional CFO firm carries salaries and overhead, and needs clients large enough to justify them. This does not.
What this is, and what it is not.
What it does: read the sales and cost data your business already produces, and report what each line earns after real deductions.
What it does not do: bookkeeping, tax filing, licensed financial advice, or investment recommendations. Your books stay with whoever keeps them, and your taxes stay with your accountant.
Stop flying blind on your own numbers.
Book a free margin review30 minutes · no card required · first month free