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Growth delivers a quarterly CFO rhythm — four review calls and 16 total annual touch-points. Clarity delivers a monthly CFO rhythm — 12 review calls, 12 mid-month check-ins, and 24 total annual touch-points. The difference is accountability frequency. Quarterly clients get great thinking four times a year. Monthly clients are in a fundamentally different structure — the work actually gets done.
Quarterly strategy is valuable. Monthly strategy is different. Without frequent touch-points, action items die between meetings and financial visibility becomes a quarterly catch-up rather than a living tool. Clarity is built for construction and manufacturing owners who are ready to use their numbers every month — not just review them.
Everything in Growth — clean books, CPA access, cash flow forecasting, goal accountability — as the base
Monthly financial review call (Zoom): performance, insights, and decisions for the month ahead
Mid-month check-in call (30 min) every month — 24 total annual touch-points, not 8
12-month rolling cash flow forecast, updated and reviewed monthly
Budget vs. actual reporting every month — you always know where you stand against the plan
Annual financial roadmap built into the engagement — strategy that spans the full year
7. Begins with Peak Start™ Full onboarding — a 21–30 day structured setup with a CFO Launch Report before monthly work begins. Peak Start™ fees depend on the complexity of the project and are agreed to prior to the first invoice. No surprises.
Financial decisions stop being reactive — you have a 12-month forward view, updated monthly
The annual roadmap gives your business a financial direction, not just a quarterly check-in
Budget vs. actual reporting tells you specifically where the business is running ahead or behind — every month
24 annual touch-points create an accountability structure that gets things done between meetings
Clarity is built for construction, manufacturing, and trades businesses generating $500K–$3M+ in annual revenue that are ready to use their financials to grow, not just survive. If you need a 12-month forward view of cash flow, monthly budget accountability, and an advisor who thinks ahead with you every month — Clarity is the right fit.
Peak Start™ Full is a 21–30 day structured onboarding experience with three phases: Orientation & Setup, Strategic Deep Dive, and CFO Launch Report. The Launch Report — including a 12-month cash flow forecast and strategic roadmap — is the first formal deliverable, delivered before the first monthly cycle begins.
Clarity starts at $2,200/month. Final pricing is scoped after a discovery call — job costing, payroll complexity, and other factors are built into one transparent number. Every Clarity engagement begins with Peak Start™ Full onboarding. Peak Start™ fees depend on the complexity of the project and are agreed to prior to the first invoice. The fee is right-sized to the business. No surprises.
If you are running a construction, manufacturing, or trades operation and you are ready to stop reacting to your finances and start leading from them, Clarity is built for that conversation.