Know your numbers by Monday morning.
Upload your QuickBooks export or Excel workbook. Weekly CFO reads your P&L and sends back a plain-English financial report in under 60 seconds — the one you keep meaning to build yourself.
No new software to learn. No call required. Save 3–4 hours every week.
| Revenue | $84,200▲ +6.2% |
| Gross margin | 44.1%▼ −1.8 pts |
| Materials — install jobsWatch | $19,850▲ +9.3% |
| Labor, % of revenue | 31.4%— steady |
| Cash on hand | $112,400 |
| Receivables past 30 days | $23,6004 accounts |
From workbook to report
in under a minute
You already have the data — it's sitting in QuickBooks and your bookkeeper's spreadsheets. We turn it into something you can actually read.
Upload your workbook
Drop in your QuickBooks export or Excel P&L. Your bookkeeper can do it for you. No new software, no migration.
We read your numbers
We map your accounts, run the math, and write the takeaways in plain English. Every number is computed, never guessed.
Monday, 7:00 AM
Your report lands in your inbox before the crews roll out. Five minutes of reading. Zero spreadsheet time.
The numbers that run
a trades business
Not forty pages of accountant output. The handful of figures that decide whether you're actually making money — tracked every week, flagged when they move.
P&LYour P&L, translated
Revenue, costs, and profit in plain language, compared to last week and this time last year.
GM%Margin by service line
Installs vs. service calls vs. maintenance contracts — see which work makes money and which just keeps trucks busy.
L+MLabor & materials watch
Labor and material cost as a share of revenue, with a flag the week they start creeping — not three months later.
$$$Cash balance & forecast
Where you stand today, plus a simple 2-4 week projection so you can see a cash crunch coming before it arrives.
A/RWho owes you
Receivables aging with a short "call these customers this week" list. Money you've earned but haven't collected.
A/PWhat you owe
Accounts payable tracked alongside receivables, so you see the full picture of money moving in and out, not just half of it.
TOPYour biggest expense
Which cost category is eating the most of your revenue this week — the one line worth watching before all the others.
!Unusual spending, flagged
Any category that jumps off its normal pattern gets flagged automatically — not just materials, everything.
TL;DRStraight-talk insights
Two or three written takeaways per week. What moved, why it matters, what to do about it before Friday.
You didn't start a roofing company to do spreadsheets
Owners tell us the weekly finance scramble takes 3–4 hours — exporting, formatting, squinting at QuickBooks. Your time is worth more than $99.99 a month. The report pays for itself before it catches a single margin problem. Then it catches one.
Less than one service call
Every plan includes the full Monday report. Cancel anytime — though your Mondays will miss it.
Starter
For shops getting a handle on their numbers for the first time.
- Weekly report, every Monday
- Workbook & QuickBooks-export upload
- P&L, margin, cash & A/R tracking
- One business entity
- Email + PDF delivery
Pro
For growing shops that want the numbers to come to them.
- Everything in Starter
- QuickBooks Online direct sync — no uploads
- Peer benchmarks for your trade & size
- Top expense category & unusual spending alerts
- Access for your bookkeeper & partner
Annual plans: two months free. Bookkeepers & accountants — ask about per-client partner pricing.
The demo is your own numbers
Send us last month's P&L export and we'll send back your report — free. No call, no card, no obligation. If it doesn't tell you something you didn't know, delete the email.
Send my P&L — get my free reportreports@weeklycfo.com · Your data is encrypted and never shared. Ever.