For home-service businesses

The AI CFO briefing for home-service businesses.

Track cash flow, job profitability, payroll pressure, vendor creep, and tax prep — without living inside spreadsheets.

MiniCFO

This Week's CFO Briefing

Live
Cash position$84,220
Revenue+18% vs last week
Expenses+9% vs last week
30-day forecastStable
Expense watchAd spend rose 31%
Tax reserveSet aside $4,800
Owner action

Review contractor payments before payroll

The questions MiniCFO helps you answer

Can I afford another technician?
Which jobs were least profitable?
Did material costs spike?
Is payroll getting ahead of revenue?
What should I set aside for taxes?
What you get

Six ways MiniCFO keeps your finances under control.

Weekly CFO Briefing

What changed, where cash went, what came in, what spiked, and what needs your attention — in plain English, every week.

Cash Flow & Runway

Current cash position plus a 30/60/90-day forecast of inflows, outflows, payroll pressure, and tax reserve.

Revenue Quality

Revenue by source, repeat vs. one-time, top customers, concentration risk, and channel performance.

Expense Watch

Spending anomalies, vendor creep, subscription bloat, duplicate charges, and avoidable spend before it adds up.

Tax Prep Organizer

Categorized expenses, reserve reminders, deductible candidates, and an accountant-ready export package. Not tax advice.

Ask MiniCFO

Plain-English answers to the questions that keep you up: hiring, tax reserves, margin, and what happens if revenue drops.

MiniCFO provides financial organization, reporting, forecasting, and educational insights for business operators. MiniCFO does not provide tax, legal, accounting, investment, or financial advisory services. Always consult a qualified professional before making tax, legal, investment, or major financial decisions.